EP Wealth Advisors’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Buy |
5,092
+467
| +10% | +$57.9K | ﹤0.01% | 698 |
|
|
2025
Q1 | $520K | Sell |
4,625
-170
| -4% | -$19.1K | ﹤0.01% | 693 |
|
|
2024
Q4 | $598K | Sell |
4,795
-1
| -0% | -$125 | ﹤0.01% | 640 |
|
|
2024
Q3 | $520K | Buy |
4,796
+1,077
| +29% | +$117K | ﹤0.01% | 682 |
|
|
2024
Q2 | $367K | Buy |
+3,719
| New | +$367K | ﹤0.01% | 604 |
|