Elequin Capital’s Wintrust Financial WTFC Stock Holding History

Elequin Capital’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 Q1	–	Sell	-5,637	Closed	-$523K	–	495
2023 Q4	$523K	Buy	+5,637	New	+$466K	0.16%	41

Other funds holding WTFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Elequin Capital's WTFC Position: Q1 2024 in Review

Elequin Capital sold out of Wintrust Financial (WTFC) in Q1 2024, closing a stake of 5,637 shares — an estimated $523K sold.

Elequin Capital first reported a position in WTFC in Q4 2023 and held it in 1 quarter. The position peaked at $523K in Q4 2023. 387 funds tracked by Wall St. Rank hold WTFC as of Q1 2024.

Elequin Capital reported no remaining Wintrust Financial position as of Q1 2024 after selling out during the quarter.
Elequin Capital sold 5,637 Wintrust Financial shares in Q1 2024, an estimated $523K.
Elequin Capital first reported a position in Wintrust Financial in Q4 2023 and held it in 1 quarter.
Elequin Capital's Wintrust Financial position peaked at $523K in Q4 2023.
387 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2024.

Based on Elequin Capital's 13F filing for Q1 2024, filed 15 May 2024.