EP Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

EP Wealth Advisors’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 Q2	$631K	Buy
2025 Q1	$520K	Sell
2024 Q4	$598K	Sell
2024 Q3	$520K	Buy
2024 Q2	$367K	Buy