Eagle Bay Advisors’s Wintrust Financial WTFC Stock Holding History

Eagle Bay Advisors’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
2025 Q1	–	Sell	-87	Closed	-$10.8K	–	957
2024 Q4	$10.8K	Hold	87	–	–	0.01%	557
2024 Q3	$9.44K	Sell	87 -3	-3%	-$313	﹤0.01%	796
2024 Q2	$8.87K	Sell	90 -7	-7%	-$686	0.01%	583
2024 Q1	$10.1K	Buy	+97	New	+$9.36K	0.01%	576

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return