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First Horizon Advisors’s Wintrust Financial WTFC Stock Holding History

First Horizon 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 		$85.5K Buy
689
+86
+14% +$9.86K ﹤0.01% 770
2025
Q1 		$67.8K Buy
603
+37
+7% +$4.57K ﹤0.01% 808
2024
Q4 		$70.7K Buy
566
+20
+4% +$2.47K ﹤0.01% 811
2024
Q3 		$59.4K Buy
546
+31
+6% +$3.23K ﹤0.01% 910
2024
Q2 		$50.8K Buy
515
+33
+7% +$3.23K ﹤0.01% 912
2024
Q1 		$50.3K Buy
482
+319
+196% +$30.8K ﹤0.01% 938
2023
Q4 		$15.1K Hold
163
– – ﹤0.01% 1435
2023
Q3 		$12.3K Sell
163
-20
-11% -$1.57K ﹤0.01% 1437
2023
Q2 		$13.3K Hold
183
– – ﹤0.01% 1432
2023
Q1 		$13.4K Sell
183
-70
-28% -$5.99K ﹤0.01% 1434
2022
Q4 		$21.4K Buy
253
+8
+3% +$707 ﹤0.01% 1231
2022
Q3 		$19K Sell
245
-108
-31% -$9.17K ﹤0.01% 1257
2022
Q2 		$27K Buy
353
+60
+20% +$5.17K ﹤0.01% 1184
2022
Q1 		$27K Buy
293
+102
+53% +$9.94K ﹤0.01% 814
2021
Q4 		$17K Hold
191
– – ﹤0.01% 1341
2021
Q3 		$14K Buy
191
+142
+290% +$10.5K ﹤0.01% 1417
2021
Q2 		$3K Buy
49
+22
+81% +$1.72K ﹤0.01% 1704
2021
Q1 		$2K Buy
+27
New +$1.93K ﹤0.01% 1712

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

First Horizon Advisors's WTFC Position: Q2 2025 in Review

First Horizon Advisors increased its Wintrust Financial (WTFC) stake by 14% in Q2 2025, buying an estimated $9.86K and bringing the position to 689 shares worth $85.5K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

First Horizon Advisors first reported a position in WTFC in Q1 2021 and has held it in 18 quarters since. 470 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

  • First Horizon Advisors held 689 shares of Wintrust Financial worth $85.5K as of Q2 2025.
  • First Horizon Advisors bought 86 Wintrust Financial shares in Q2 2025, an estimated $9.86K.
  • Wintrust Financial made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #770 holding.
  • First Horizon Advisors first reported a position in Wintrust Financial in Q1 2021 and has held it in 18 quarters since.
  • 470 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.