DWA
WTFC icon

Dorsey Wright & Associates’s Wintrust Financial WTFC Stock Holding History

Dorsey Wright & Associates’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
2022
Q2 		– Sell
-18,489
Closed -$1.72M – 331
2022
Q1 		$1.72M Buy
+18,489
New +$1.8M 0.4% 102

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dorsey Wright & Associates's WTFC Position: Q2 2022 in Review

Dorsey Wright & Associates sold out of Wintrust Financial (WTFC) in Q2 2022, closing a stake of 18,489 shares — an estimated $1.72M sold.

Dorsey Wright & Associates first reported a position in WTFC in Q1 2022 and held it in 1 quarter. The position peaked at $1.72M in Q1 2022. 349 funds tracked by Wall St. Rank hold WTFC as of Q2 2022.

  • Dorsey Wright & Associates reported no remaining Wintrust Financial position as of Q2 2022 after selling out during the quarter.
  • Dorsey Wright & Associates sold 18,489 Wintrust Financial shares in Q2 2022, an estimated $1.72M.
  • Dorsey Wright & Associates first reported a position in Wintrust Financial in Q1 2022 and held it in 1 quarter.
  • Dorsey Wright & Associates's Wintrust Financial position peaked at $1.72M in Q1 2022.
  • 349 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2022.

Based on Dorsey Wright & Associates's 13F filing for Q2 2022, filed 20 Jul 2022.