Farther Finance Advisors’s Wintrust Financial WTFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$198K	Buy	1,414 +85	+6%	+$12.3K	﹤0.01%	2025
2025 Q4	$186K	Buy	1,329 +529	+66%	+$70.4K	﹤0.01%	1953
2025 Q3	$106K	Buy	800 +199	+33%	+$26.3K	﹤0.01%	2009
2025 Q2	$74.5K	Buy	601 +102	+20%	+$11.7K	﹤0.01%	1911
2025 Q1	$56.2K	Buy	499 +39	+8%	+$4.82K	﹤0.01%	1836
2024 Q4	$57.4K	Buy	460 +9	+2%	+$1.11K	﹤0.01%	1587
2024 Q3	$49K	Buy	451 +85	+23%	+$8.86K	﹤0.01%	1673
2024 Q2	$36.4K	Buy	366 +344	+1,564%	+$33.7K	﹤0.01%	1540
2024 Q1	$2.27K	Buy	22 +7	+47%	+$676	﹤0.01%	2434
2023 Q4	$1.39K	Buy	15 +6	+67%	+$496	﹤0.01%	2592
2023 Q3	$680	Hold	9	–	–	﹤0.01%	2185
2023 Q2	$654	Hold	9	–	–	﹤0.01%	2073
2023 Q1	$657	Hold	9	–	–	﹤0.01%	1937
2022 Q4	$761	Buy	+9	New	+$795	﹤0.01%	1718