Dimensional Fund Advisors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $375M | Sell |
2,701,984
-5,693
| -0.2% | -$825K | 0.08% | 253 |
|
|
2025
Q4 | $379M | Sell |
2,707,677
-27,972
| -1% | -$3.72M | 0.08% | 238 |
|
|
2025
Q3 | $362M | Sell |
2,735,649
-56,833
| -2% | -$7.5M | 0.08% | 252 |
|
|
2025
Q2 | $346M | Sell |
2,792,482
-44,691
| -2% | -$5.13M | 0.08% | 238 |
|
|
2025
Q1 | $319M | Sell |
2,837,173
-130,713
| -4% | -$16.2M | 0.08% | 242 |
|
|
2024
Q4 | $370M | Sell |
2,967,886
-298,766
| -9% | -$36.9M | 0.09% | 192 |
|
|
2024
Q3 | $355M | Buy |
3,266,652
+249,357
| +8% | +$26M | 0.09% | 208 |
|
|
2024
Q2 | $297M | Buy |
3,017,295
+146,090
| +5% | +$14.3M | 0.08% | 242 |
|
|
2024
Q1 | $300M | Buy |
2,871,205
+5,173
| +0.2% | +$499K | 0.08% | 236 |
|
|
2023
Q4 | $266M | Buy |
2,866,032
+80,526
| +3% | +$6.66M | 0.08% | 256 |
|
|
2023
Q3 | $210M | Buy |
2,785,506
+100,168
| +4% | +$7.88M | 0.07% | 301 |
|
|
2023
Q2 | $195M | Buy |
2,685,338
+86,976
| +3% | +$5.93M | 0.06% | 352 |
|
|
2023
Q1 | $190M | Buy |
2,598,362
+115,981
| +5% | +$9.92M | 0.06% | 340 |
|
|
2022
Q4 | $210K | Buy |
2,482,381
+84,775
| +4% | +$7.49M | 0.06% | 299 |
|
|
2022
Q3 | $196M | Sell |
2,397,606
-25,884
| -1% | -$2.2M | 0.08% | 285 |
|
|
2022
Q2 | $194M | Sell |
2,423,490
-168,463
| -6% | -$14.5M | 0.07% | 312 |
|
|
2022
Q1 | $241M | Buy |
2,591,953
+1,695
| +0.1% | +$165K | 0.07% | 291 |
|
|
2021
Q4 | $235M | Sell |
2,590,258
-59,084
| -2% | -$5.27M | 0.07% | 290 |
|
|
2021
Q3 | $213M | Buy |
2,649,342
+69,751
| +3% | +$5.15M | 0.07% | 315 |
|
|
2021
Q2 | $195M | Buy |
2,579,591
+43,184
| +2% | +$3.37M | 0.06% | 362 |
|
|
2021
Q1 | $192M | Sell |
2,536,407
-45,137
| -2% | -$3.23M | 0.06% | 353 |
|
|
2020
Q4 | $158M | Buy |
2,581,544
+22,989
| +0.9% | +$1.24M | 0.06% | 403 |
|
|
2020
Q3 | $102M | Buy |
2,558,555
+45,786
| +2% | +$1.96M | 0.04% | 556 |
|
|
2020
Q2 | $110M | Buy |
2,512,769
+302,069
| +14% | +$12.1M | 0.05% | 480 |
|
|
2020
Q1 | $72.6M | Buy |
2,210,700
+204,866
| +10% | +$11.4M | 0.04% | 659 |
|
|
2019
Q4 | $142M | Buy |
2,005,834
+109,148
| +6% | +$7.27M | 0.05% | 454 |
|
|
2019
Q3 | $123M | Buy |
1,896,686
+231,645
| +14% | +$15.4M | 0.05% | 517 |
|
|
2019
Q2 | $122M | Buy |
1,665,041
+84,831
| +5% | +$6.2M | 0.05% | 521 |
|
|
2019
Q1 | $106M | Sell |
1,580,210
-84,684
| -5% | -$6.05M | 0.04% | 613 |
|
|
2018
Q4 | $111M | Sell |
1,664,894
-174,650
| -9% | -$13.3M | 0.05% | 475 |
|
|
2018
Q3 | $156M | Sell |
1,839,544
-315,638
| -15% | -$28.1M | 0.06% | 358 |
|
|
2018
Q2 | $188M | Sell |
2,155,182
-633,560
| -23% | -$58.2M | 0.07% | 239 |
|
|
2018
Q1 | $240M | Sell |
2,788,742
-472,753
| -14% | -$40.7M | 0.1% | 168 |
|
|
2017
Q4 | $269M | Sell |
3,261,495
-249,286
| -7% | -$20.1M | 0.11% | 140 |
|
|
2017
Q3 | $275M | Sell |
3,510,781
-302,515
| -8% | -$22.5M | 0.12% | 119 |
|
|
2017
Q2 | $291M | Sell |
3,813,296
-258,209
| -6% | -$18.5M | 0.13% | 97 |
|
|
2017
Q1 | $281M | Sell |
4,071,505
-27,558
| -0.7% | -$1.98M | 0.13% | 94 |
|
|
2016
Q4 | $297M | Buy |
4,099,063
+37,872
| +0.9% | +$2.35M | 0.15% | 89 |
|
|
2016
Q3 | $226M | Buy |
4,061,191
+71,989
| +2% | +$3.87M | 0.12% | 121 |
|
|
2016
Q2 | $203M | Buy |
3,989,202
+46,930
| +1% | +$2.35M | 0.12% | 132 |
|
|
2016
Q1 | $175M | Buy |
3,942,272
+132,499
| +3% | +$5.68M | 0.1% | 162 |
|
|
2015
Q4 | $185M | Buy |
3,809,773
+125,795
| +3% | +$6.42M | 0.12% | 134 |
|
|
2015
Q3 | $197M | Buy |
3,683,978
+34,567
| +0.9% | +$1.83M | 0.13% | 114 |
|
|
2015
Q2 | $195M | Buy |
3,649,411
+119,228
| +3% | +$6.01M | 0.12% | 122 |
|
|
2015
Q1 | $168M | Buy |
3,530,183
+120,357
| +4% | +$5.56M | 0.11% | 159 |
|
|
2014
Q4 | $159M | Buy |
3,409,826
+67,343
| +2% | +$3.05M | 0.1% | 173 |
|
|
2014
Q3 | $149M | Buy |
3,342,483
+55,217
| +2% | +$2.56M | 0.11% | 164 |
|
|
2014
Q2 | $151M | Buy |
3,287,266
+128,359
| +4% | +$5.82M | 0.11% | 161 |
|
|
2014
Q1 | $154M | Buy |
3,158,907
+18,681
| +0.6% | +$860K | 0.11% | 145 |
|
|
2013
Q4 | $145M | Buy |
3,140,226
+121,668
| +4% | +$5.38M | 0.11% | 152 |
|
|
2013
Q3 | $124M | Buy |
3,018,558
+184,953
| +7% | +$7.52M | 0.11% | 163 |
|
|
2013
Q2 | $108M | Buy |
+2,833,605
| New | +$104M | 0.1% | 177 |
|
Other funds holding WTFC
VPM
VCM
