EMFAT
Emerald Mutual Fund Advisers Trust’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
13,020
+3,030
| +30% | +$376K | 0.1% | 128 |
|
|
2025
Q1 | $1.12M | Hold |
9,990
| – | – | 0.08% | 131 |
|
|
2024
Q4 | $1.25M | Hold |
9,990
| – | – | 0.08% | 131 |
|
|
2024
Q3 | $1.08M | Hold |
9,990
| – | – | 0.06% | 140 |
|
|
2024
Q2 | $985K | Hold |
9,990
| – | – | 0.05% | 136 |
|
|
2024
Q1 | $1.04M | Sell |
9,990
-1,400
| -12% | -$146K | 0.05% | 136 |
|
|
2023
Q4 | $1.06M | Hold |
11,390
| – | – | 0.06% | 145 |
|
|
2023
Q3 | $860K | Hold |
11,390
| – | – | 0.05% | 144 |
|
|
2023
Q2 | $827K | Buy |
11,390
+2,510
| +28% | +$182K | 0.04% | 145 |
|
|
2023
Q1 | $648K | Buy |
8,880
+4,170
| +89% | +$304K | 0.04% | 177 |
|
|
2022
Q4 | $398K | Buy |
+4,710
| New | +$398K | 0.02% | 161 |
|
|
2020
Q3 | – | Sell |
-21,270
| Closed | -$928K | – | 364 |
|
|
2020
Q2 | $928K | Buy |
21,270
+3,150
| +17% | +$137K | 0.04% | 169 |
|
|
2020
Q1 | $595K | Buy |
+18,120
| New | +$595K | 0.04% | 183 |
|
|
2017
Q2 | – | Sell |
-120,117
| Closed | -$8.3M | – | 272 |
|
|
2017
Q1 | $8.3M | Sell |
120,117
-55,993
| -32% | -$3.87M | 0.38% | 95 |
|
|
2016
Q4 | $12.8M | Buy |
+176,110
| New | +$12.8M | 0.61% | 59 |
|