EFSCE
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Enterprise Financial Services Corp (EFSC)’s Wintrust Financial WTFC Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021
Q3 		– Sell
-51
Closed -$4K – 1226
2021
Q2 		$4K Hold
51
– – ﹤0.01% 1008
2021
Q1 		$4K Hold
51
– – ﹤0.01% 1020
2020
Q4 		$3K Hold
51
– – ﹤0.01% 1039
2020
Q3 		$2K Hold
51
– – ﹤0.01% 1119
2020
Q2 		$2K Buy
+51
New +$2.04K ﹤0.01% 1121

Other funds holding WTFC

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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s WTFC Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Wintrust Financial (WTFC) in Q3 2021, closing a stake of 51 shares — an estimated $4K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in WTFC in Q2 2020 and held it in 5 quarters. The position peaked at $4K in Q2 2021. 305 funds tracked by Wall St. Rank hold WTFC as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Wintrust Financial position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 51 Wintrust Financial shares in Q3 2021, an estimated $4K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Wintrust Financial in Q2 2020 and held it in 5 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Wintrust Financial position peaked at $4K in Q2 2021.
  • 305 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.