Claris Advisors’s Wintrust Financial WTFC Stock Holding History

Claris Advisors’s Portfolio WTFC Stock Details WTFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4	Closed	-$434	–	1179
2024 Q3	$434	Buy	+4	New	+$417	﹤0.01%	705

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Claris Advisors's WTFC Position: Q4 2024 in Review

Claris Advisors sold out of Wintrust Financial (WTFC) in Q4 2024, closing a stake of 4 shares — an estimated $434 sold.

Claris Advisors first reported a position in WTFC in Q3 2024 and held it in 1 quarter. The position peaked at $434 in Q3 2024. 442 funds tracked by Wall St. Rank hold WTFC as of Q4 2024.

Claris Advisors reported no remaining Wintrust Financial position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 4 Wintrust Financial shares in Q4 2024, an estimated $434.
Claris Advisors first reported a position in Wintrust Financial in Q3 2024 and held it in 1 quarter.
Claris Advisors's Wintrust Financial position peaked at $434 in Q3 2024.
442 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.