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EAM Global Investors’s Wintrust Financial WTFC Stock Holding History

EAM Global Investors’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
2024
Q4 		– Sell
-32,134
Closed -$3.49M – 166
2024
Q3 		$3.49M Buy
+32,134
New +$3.35M 0.7% 87
2022
Q2 		– Sell
-25,375
Closed -$2.36M – 268
2022
Q1 		$2.36M Buy
+25,375
New +$2.47M 0.44% 87

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EAM Global Investors's WTFC Position: Q4 2024 in Review

EAM Global Investors sold out of Wintrust Financial (WTFC) in Q4 2024, closing a stake of 32,134 shares — an estimated $3.49M sold.

EAM Global Investors first reported a position in WTFC in Q1 2022 and held it in 2 quarters. The position peaked at $3.49M in Q3 2024. 445 funds tracked by Wall St. Rank hold WTFC as of Q4 2024.

  • EAM Global Investors reported no remaining Wintrust Financial position as of Q4 2024 after selling out during the quarter.
  • EAM Global Investors sold 32,134 Wintrust Financial shares in Q4 2024, an estimated $3.49M.
  • EAM Global Investors first reported a position in Wintrust Financial in Q1 2022 and held it in 2 quarters.
  • EAM Global Investors's Wintrust Financial position peaked at $3.49M in Q3 2024.
  • 445 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2024.

Based on EAM Global Investors's 13F filing for Q4 2024, filed 13 Feb 2025.