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EFG Asset Management’s Wintrust Financial WTFC Stock Holding History

EFG Asset Management’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
Q3 		$3.75M Buy
28,324
+369
+1% +$48.7K 0.48% 90
2025
Q2 		$3.46M Buy
27,955
+11,413
+69% +$1.31M 0.49% 87
2025
Q1 		$1.86M Buy
+16,542
New +$2.04M 0.31% 141

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EFG Asset Management's WTFC Position: Q3 2025 in Review

EFG Asset Management increased its Wintrust Financial (WTFC) stake by 1.3% in Q3 2025, buying an estimated $48.7K and bringing the position to 28,324 shares worth $3.75M. The position accounts for 0.48% of the portfolio, ranked #90.

EFG Asset Management first reported a position in WTFC in Q1 2025 and has held it in 3 quarters since. 476 funds tracked by Wall St. Rank hold WTFC as of Q3 2025.

  • EFG Asset Management held 28,324 shares of Wintrust Financial worth $3.75M as of Q3 2025.
  • EFG Asset Management bought 369 Wintrust Financial shares in Q3 2025, an estimated $48.7K.
  • Wintrust Financial made up 0.48% of EFG Asset Management's portfolio in Q3 2025, its #90 holding.
  • EFG Asset Management first reported a position in Wintrust Financial in Q1 2025 and has held it in 3 quarters since.
  • 476 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.