Cresset Asset Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Sell |
3,642
-333
| -8% | -$41.3K | ﹤0.01% | 1101 |
|
|
2025
Q1 | $447K | Buy |
3,975
+404
| +11% | +$45.4K | ﹤0.01% | 1100 |
|
|
2024
Q4 | $445K | Sell |
3,571
-9,005
| -72% | -$1.12M | ﹤0.01% | 1121 |
|
|
2024
Q3 | $1.36M | Buy |
12,576
+654
| +5% | +$71K | 0.01% | 981 |
|
|
2024
Q2 | $1.18M | Buy |
11,922
+490
| +4% | +$48.3K | ﹤0.01% | 962 |
|
|
2024
Q1 | $1.19M | Buy |
11,432
+3,112
| +37% | +$325K | 0.01% | 882 |
|
|
2023
Q4 | $772K | Buy |
8,320
+202
| +2% | +$18.7K | ﹤0.01% | 986 |
|
|
2023
Q3 | $613K | Buy |
8,118
+1,007
| +14% | +$76K | ﹤0.01% | 1042 |
|
|
2023
Q2 | $516K | Buy |
7,111
+3,648
| +105% | +$265K | ﹤0.01% | 1130 |
|
|
2023
Q1 | $253K | Buy |
+3,463
| New | +$253K | 0.01% | 688 |
|
|
2022
Q4 | – | Sell |
-4,255
| Closed | -$347K | – | 913 |
|
|
2022
Q3 | $347K | Buy |
4,255
+136
| +3% | +$11.1K | ﹤0.01% | 623 |
|
|
2022
Q2 | $330K | Buy |
+4,119
| New | +$330K | ﹤0.01% | 685 |
|
|
2019
Q3 | – | Sell |
-25,356
| Closed | -$1.86M | – | 565 |
|
|
2019
Q2 | $1.86M | Hold |
25,356
| – | – | 0.06% | 128 |
|
|
2019
Q1 | $1.71M | Hold |
25,356
| – | – | 0.07% | 76 |
|
|
2018
Q4 | $1.69M | Buy |
+25,356
| New | +$1.69M | 0.1% | 45 |
|