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Dean Capital Management’s Wintrust Financial WTFC Stock Holding History

Dean Capital Management’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
2021
Q1 		– Sell
-30,739
Closed -$1.88M – 136
2020
Q4 		$1.88M Buy
30,739
+3,646
+13% +$196K 1.11% 27
2020
Q3 		$1.08M Buy
27,093
+7,099
+36% +$304K 1.12% 19
2020
Q2 		$872K Buy
+19,994
New +$798K 1.02% 26

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Dean Capital Management's WTFC Position: Q1 2021 in Review

Dean Capital Management sold out of Wintrust Financial (WTFC) in Q1 2021, closing a stake of 30,739 shares — an estimated $1.88M sold.

Dean Capital Management first reported a position in WTFC in Q2 2020 and held it in 3 quarters. The position peaked at $1.88M in Q4 2020. 298 funds tracked by Wall St. Rank hold WTFC as of Q1 2021.

  • Dean Capital Management reported no remaining Wintrust Financial position as of Q1 2021 after selling out during the quarter.
  • Dean Capital Management sold 30,739 Wintrust Financial shares in Q1 2021, an estimated $1.88M.
  • Dean Capital Management first reported a position in Wintrust Financial in Q2 2020 and held it in 3 quarters.
  • Dean Capital Management's Wintrust Financial position peaked at $1.88M in Q4 2020.
  • 298 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2021.

Based on Dean Capital Management's 13F filing for Q1 2021, filed 11 May 2021.