Cresset Asset Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Sell |
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|
2025
Q1 | $447K | Buy |
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|
2024
Q4 | $445K | Sell |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $772K | Buy |
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|
2023
Q3 | $613K | Buy |
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|
2023
Q2 | $516K | Buy |
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|
2023
Q1 | $253K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $347K | Buy |
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|
2022
Q2 | $330K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.85M | Hold |
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|
2019
Q1 | $1.71M | Hold |
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|
2018
Q4 | $1.69M | Buy |
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