EP
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Essential Partners’s Wintrust Financial WTFC Stock Holding History

Essential Partners’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
2026
Q1 		$3.06K Hold
22
– – ﹤0.01% 1812
2025
Q4 		$3.08K Buy
22
+9
+69% +$1.2K ﹤0.01% 1631
2025
Q3 		$1.72K Buy
13
+4
+44% +$528 ﹤0.01% 1840
2025
Q2 		$1.12K Buy
+9
New +$1.03K ﹤0.01% 1483

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VPM
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VCM
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Dimensional Fund Advisors
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State Street
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First Trust Advisors
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return