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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Eagle Bay Advisors's WTFC Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Wintrust Financial (WTFC) in Q1 2025, closing a stake of 87 shares — an estimated $10.8K sold.

Eagle Bay Advisors first reported a position in WTFC in Q1 2024 and held it in 4 quarters. The position peaked at $10.8K in Q4 2024. 454 funds tracked by Wall St. Rank hold WTFC as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Wintrust Financial position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 87 Wintrust Financial shares in Q1 2025, an estimated $10.8K.
  • Eagle Bay Advisors first reported a position in Wintrust Financial in Q1 2024 and held it in 4 quarters.
  • Eagle Bay Advisors's Wintrust Financial position peaked at $10.8K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.