Envestnet Asset Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.8M | Buy |
393,955
+43,972
| +13% | +$5.45M | 0.01% | 759 |
|
|
2025
Q1 | $39.4M | Buy |
349,983
+105,754
| +43% | +$11.9M | 0.01% | 815 |
|
|
2024
Q4 | $30.5M | Buy |
244,229
+27,202
| +13% | +$3.39M | 0.01% | 949 |
|
|
2024
Q3 | $23.6M | Buy |
217,027
+18,208
| +9% | +$1.98M | 0.01% | 1079 |
|
|
2024
Q2 | $19.6M | Buy |
198,819
+9,292
| +5% | +$916K | 0.01% | 1139 |
|
|
2024
Q1 | $19.8M | Buy |
189,527
+63,276
| +50% | +$6.61M | 0.01% | 1118 |
|
|
2023
Q4 | $11.7M | Buy |
126,251
+7,213
| +6% | +$669K | ﹤0.01% | 1334 |
|
|
2023
Q3 | $8.99M | Buy |
119,038
+32,368
| +37% | +$2.44M | ﹤0.01% | 1445 |
|
|
2023
Q2 | $6.29M | Buy |
86,670
+19,029
| +28% | +$1.38M | ﹤0.01% | 1584 |
|
|
2023
Q1 | $4.93M | Buy |
67,641
+29,091
| +75% | +$2.12M | ﹤0.01% | 1666 |
|
|
2022
Q4 | $3.26M | Buy |
38,550
+258
| +0.7% | +$21.8K | ﹤0.01% | 1846 |
|
|
2022
Q3 | $3.12M | Sell |
38,292
-1,671
| -4% | -$136K | ﹤0.01% | 1812 |
|
|
2022
Q2 | $3.2M | Sell |
39,963
-107
| -0.3% | -$8.58K | ﹤0.01% | 1789 |
|
|
2022
Q1 | $3.72M | Sell |
40,070
-94
| -0.2% | -$8.74K | ﹤0.01% | 1783 |
|
|
2021
Q4 | $3.65M | Buy |
40,164
+768
| +2% | +$69.8K | ﹤0.01% | 1777 |
|
|
2021
Q3 | $3.17M | Sell |
39,396
-805
| -2% | -$64.7K | ﹤0.01% | 1802 |
|
|
2021
Q2 | $3.04M | Buy |
40,201
+9,080
| +29% | +$687K | ﹤0.01% | 1801 |
|
|
2021
Q1 | $2.36M | Buy |
31,121
+7,501
| +32% | +$569K | ﹤0.01% | 1838 |
|
|
2020
Q4 | $1.44M | Sell |
23,620
-911
| -4% | -$55.7K | ﹤0.01% | 1972 |
|
|
2020
Q3 | $982K | Buy |
24,531
+1,719
| +8% | +$68.8K | ﹤0.01% | 2025 |
|
|
2020
Q2 | $995K | Buy |
22,812
+15,440
| +209% | +$673K | ﹤0.01% | 1976 |
|
|
2020
Q1 | $242K | Sell |
7,372
-9,844
| -57% | -$323K | ﹤0.01% | 2656 |
|
|
2019
Q4 | $1.22M | Sell |
17,216
-6,756
| -28% | -$479K | ﹤0.01% | 1897 |
|
|
2019
Q3 | $1.55M | Sell |
23,972
-293
| -1% | -$18.9K | ﹤0.01% | 1693 |
|
|
2019
Q2 | $1.78M | Buy |
24,265
+6,630
| +38% | +$485K | ﹤0.01% | 1624 |
|
|
2019
Q1 | $1.19M | Sell |
17,635
-148
| -0.8% | -$9.96K | ﹤0.01% | 1789 |
|
|
2018
Q4 | $1.18M | Buy |
+17,783
| New | +$1.18M | ﹤0.01% | 1630 |
|
|
2018
Q3 | – | Sell |
-5,981
| Closed | -$520K | – | 2645 |
|
|
2018
Q2 | $520K | Sell |
5,981
-312
| -5% | -$27.1K | ﹤0.01% | 1302 |
|
|
2018
Q1 | $543K | Sell |
6,293
-316
| -5% | -$27.3K | ﹤0.01% | 1178 |
|
|
2017
Q4 | $544K | Buy |
6,609
+49
| +0.7% | +$4.03K | ﹤0.01% | 1449 |
|
|
2017
Q3 | $514K | Sell |
6,560
-921
| -12% | -$72.2K | ﹤0.01% | 1455 |
|
|
2017
Q2 | $571K | Sell |
7,481
-2,402
| -24% | -$183K | ﹤0.01% | 1429 |
|
|
2017
Q1 | $684K | Buy |
9,883
+1,079
| +12% | +$74.7K | ﹤0.01% | 1387 |
|
|
2016
Q4 | $641K | Sell |
8,804
-625
| -7% | -$45.5K | ﹤0.01% | 1385 |
|
|
2016
Q3 | $524K | Buy |
9,429
+144
| +2% | +$8K | ﹤0.01% | 1546 |
|
|
2016
Q2 | $474K | Buy |
9,285
+248
| +3% | +$12.7K | ﹤0.01% | 1670 |
|
|
2016
Q1 | $401K | Buy |
9,037
+393
| +5% | +$17.4K | ﹤0.01% | 1744 |
|
|
2015
Q4 | $419K | Buy |
8,644
+97
| +1% | +$4.7K | ﹤0.01% | 1679 |
|
|
2015
Q3 | $457K | Buy |
8,547
+1,499
| +21% | +$80.2K | ﹤0.01% | 1640 |
|
|
2015
Q2 | $376K | Sell |
7,048
-1,475
| -17% | -$78.7K | ﹤0.01% | 1852 |
|
|
2015
Q1 | $406K | Buy |
8,523
+8,425
| +8,597% | +$401K | ﹤0.01% | 1640 |
|
|
2014
Q4 | $5K | Sell |
98
-7
| -7% | -$357 | ﹤0.01% | 2160 |
|
|
2014
Q3 | $5K | Sell |
105
-265
| -72% | -$12.6K | ﹤0.01% | 2322 |
|
|
2014
Q2 | $17K | Buy |
370
+157
| +74% | +$7.21K | ﹤0.01% | 1826 |
|
|
2014
Q1 | $10K | Sell |
213
-99
| -32% | -$4.65K | ﹤0.01% | 1892 |
|
|
2013
Q4 | $14K | Buy |
312
+51
| +20% | +$2.29K | ﹤0.01% | 1627 |
|
|
2013
Q3 | $11K | Buy |
261
+162
| +164% | +$6.83K | ﹤0.01% | 1686 |
|
|
2013
Q2 | $4K | Buy |
+99
| New | +$4K | ﹤0.01% | 1957 |
|