FGAM
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Financial Gravity Asset Management’s Wintrust Financial WTFC Stock Holding History

Financial Gravity Asset Management’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
2024
Q2 		– Sell
-44
Closed -$4.53K – 2550
2024
Q1 		$4.53K Buy
+44
New +$4.25K ﹤0.01% 880
2023
Q4 		– Hold
0
– – – 1501
2023
Q3 		– Sell
-73
Closed -$5.74K – 1224
2023
Q2 		$620 Buy
+73
New +$4.98K ﹤0.01% 956
2020
Q2 		– Sell
-11
Closed -$362 – 945
2020
Q1 		$362 Buy
+11
New +$611 ﹤0.01% 611
2019
Q2 		– Sell
-11
Closed -$1K – 1716
2019
Q1 		$1K Buy
+11
New +$786 ﹤0.01% 1217
2018
Q3 		$194K Buy
2,564
+306
+14% +$27.2K 0.2% 123
2018
Q2 		$201K Buy
+2,258
New +$207K 0.19% 110

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.72% 1-Year Est. Return