Covestor’s Wintrust Financial WTFC Stock Holding History

Covestor’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
2026 Q1	$13K	Sell	94 -182	-66%	-$26.4K	0.01%	1307
2025 Q4	$39K	Sell	276 -132	-32%	-$17.6K	0.02%	1009
2025 Q3	$54K	Sell	408 -91	-18%	-$12K	0.03%	873
2025 Q2	$62K	Buy	499 +141	+39%	+$16.2K	0.04%	802
2025 Q1	$40K	Sell	358 -280	-44%	-$34.6K	0.03%	932
2024 Q4	$80K	Sell	638 -15	-2%	-$1.85K	0.05%	653
2024 Q3	$71K	Buy	653 +286	+78%	+$29.8K	0.04%	718
2024 Q2	$36K	Sell	367 -518	-59%	-$50.7K	0.02%	994
2024 Q1	$92K	Sell	885 -161	-15%	-$15.5K	0.06%	600
2023 Q4	$97K	Buy	1,046 +6	+0.6%	+$496	0.07%	516
2023 Q3	$79K	Buy	1,040 +195	+23%	+$15.3K	0.06%	560
2023 Q2	$61K	Buy	845 +380	+82%	+$25.9K	0.05%	699
2023 Q1	$34K	Buy	465 +368	+379%	+$31.5K	0.03%	860
2022 Q4	$8K	Sell	97 -131	-57%	-$11.6K	0.01%	1442
2022 Q3	$19K	Buy	228 +72	+46%	+$6.11K	0.02%	1016
2022 Q2	$13K	Sell	156 -2	-1%	-$172	0.01%	1130
2022 Q1	$15K	Sell	158 -8	-5%	-$779	0.01%	1167
2021 Q4	$15K	Buy	+166	New	+$14.8K	0.02%	924

Other funds holding WTFC

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

Fidelity Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

First Trust Advisors

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

EARNEST Partners

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

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