Fisher Asset Management’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 | $61.6M | Sell |
443,075
-27,383
| -6% | -$3.97M | 0.02% | 209 |
|
|
2025
Q4 | $65.8M | Buy |
470,458
+5,928
| +1% | +$788K | 0.02% | 203 |
|
|
2025
Q3 | $61.5M | Sell |
464,530
-13,052
| -3% | -$1.72M | 0.02% | 208 |
|
|
2025
Q2 | $59.2M | Buy |
477,582
+16,150
| +3% | +$1.85M | 0.02% | 197 |
|
|
2025
Q1 | $51.9M | Buy |
461,432
+54,740
| +13% | +$6.76M | 0.02% | 206 |
|
|
2024
Q4 | $50.7M | Sell |
406,692
-30,336
| -7% | -$3.75M | 0.02% | 220 |
|
|
2024
Q3 | $47.4M | Buy |
437,028
+11,752
| +3% | +$1.23M | 0.02% | 232 |
|
|
2024
Q2 | $41.9M | Sell |
425,276
-1,854
| -0.4% | -$182K | 0.02% | 240 |
|
|
2024
Q1 | $44.6M | Sell |
427,130
-75,157
| -15% | -$7.25M | 0.02% | 234 |
|
|
2023
Q4 | $46.6M | Sell |
502,287
-137,799
| -22% | -$11.4M | 0.02% | 225 |
|
|
2023
Q3 | $48.3M | Sell |
640,086
-13,390
| -2% | -$1.05M | 0.03% | 247 |
|
|
2023
Q2 | $47.5M | Buy |
653,476
+6,477
| +1% | +$442K | 0.03% | 253 |
|
|
2023
Q1 | $47.2M | Sell |
646,999
-29,070
| -4% | -$2.49M | 0.03% | 254 |
|
|
2022
Q4 | $57.1M | Sell |
676,069
-23,923
| -3% | -$2.11M | 0.04% | 229 |
|
|
2022
Q3 | $57.1M | Sell |
699,992
-10,121
| -1% | -$859K | 0.04% | 222 |
|
|
2022
Q2 | $56.9M | Buy |
710,113
+59,718
| +9% | +$5.14M | 0.04% | 211 |
|
|
2022
Q1 | $60.4M | Buy |
650,395
+83,976
| +15% | +$8.18M | 0.04% | 220 |
|
|
2021
Q4 | $51.4M | Sell |
566,419
-5,282
| -0.9% | -$471K | 0.03% | 242 |
|
|
2021
Q3 | $45.9M | Sell |
571,701
-15,639
| -3% | -$1.15M | 0.03% | 238 |
|
|
2021
Q2 | $44.4M | Sell |
587,340
-22,943
| -4% | -$1.79M | 0.03% | 242 |
|
|
2021
Q1 | $46.3M | Sell |
610,283
-46,405
| -7% | -$3.32M | 0.03% | 235 |
|
|
2020
Q4 | $40.1M | Sell |
656,688
-6,612
| -1% | -$356K | 0.03% | 244 |
|
|
2020
Q3 | $26.6M | Sell |
663,300
-15,536
| -2% | -$665K | 0.02% | 254 |
|
|
2020
Q2 | $29.6M | Buy |
678,836
+245,402
| +57% | +$9.8M | 0.03% | 242 |
|
|
2020
Q1 | $14.2M | Sell |
433,434
-9,510
| -2% | -$528K | 0.02% | 267 |
|
|
2019
Q4 | $31.4M | Sell |
442,944
-18,804
| -4% | -$1.25M | 0.03% | 230 |
|
|
2019
Q3 | $29.8M | Sell |
461,748
-3,806
| -0.8% | -$252K | 0.03% | 246 |
|
|
2019
Q2 | $34.1M | Sell |
465,554
-20,946
| -4% | -$1.53M | 0.04% | 239 |
|
|
2019
Q1 | $32.8M | Sell |
486,500
-44,711
| -8% | -$3.19M | 0.04% | 234 |
|
|
2018
Q4 | $35.3M | Sell |
531,211
-1,580
| -0.3% | -$120K | 0.05% | 216 |
|
|
2018
Q3 | $45.3M | Sell |
532,791
-188,440
| -26% | -$16.8M | 0.05% | 212 |
|
|
2018
Q2 | $62.8M | Sell |
721,231
-180,248
| -20% | -$16.5M | 0.08% | 170 |
|
|
2018
Q1 | $77.6M | Sell |
901,479
-301,859
| -25% | -$26M | 0.1% | 144 |
|
|
2017
Q4 | $99.1M | Sell |
1,203,338
-17,024
| -1% | -$1.37M | 0.13% | 133 |
|
|
2017
Q3 | $95.6M | Sell |
1,220,362
-12,315
| -1% | -$915K | 0.13% | 126 |
|
|
2017
Q2 | $94.2M | Sell |
1,232,677
-32,560
| -3% | -$2.33M | 0.14% | 127 |
|
|
2017
Q1 | $87.5M | Sell |
1,265,237
-36,124
| -3% | -$2.6M | 0.14% | 116 |
|
|
2016
Q4 | $94.4M | Sell |
1,301,361
-26,226
| -2% | -$1.63M | 0.16% | 104 |
|
|
2016
Q3 | $73.8M | Buy |
1,327,587
+14,269
| +1% | +$768K | 0.13% | 119 |
|
|
2016
Q2 | $67.6M | Sell |
1,313,318
-5,816
| -0.4% | -$291K | 0.13% | 115 |
|
|
2016
Q1 | $62.1M | Buy |
1,319,134
+3,325
| +0.3% | +$142K | 0.12% | 120 |
|
|
2015
Q4 | $63.8M | Sell |
1,315,809
-115
| -0% | -$5.87K | 0.12% | 115 |
|
|
2015
Q3 | $70.3M | Sell |
1,315,924
-44,554
| -3% | -$2.36M | 0.15% | 103 |
|
|
2015
Q2 | $72.6M | Sell |
1,360,478
-9,925
| -0.7% | -$500K | 0.14% | 116 |
|
|
2015
Q1 | $65.3M | Sell |
1,370,403
-35,655
| -3% | -$1.65M | 0.13% | 122 |
|
|
2014
Q4 | $65.7M | Sell |
1,406,058
-25,130
| -2% | -$1.14M | 0.14% | 127 |
|
|
2014
Q3 | $63.9M | Buy |
1,431,188
+2,890
| +0.2% | +$134K | 0.14% | 112 |
|
|
2014
Q2 | $65.7M | Buy |
1,428,298
+109,895
| +8% | +$4.98M | 0.14% | 116 |
|
|
2014
Q1 | $64.2M | Sell |
1,318,403
-17,437
| -1% | -$803K | 0.14% | 111 |
|
|
2013
Q4 | $61.6M | Buy |
1,335,840
+294,710
| +28% | +$13M | 0.14% | 124 |
|
|
2013
Q3 | $42.8M | Buy |
+1,041,130
| New | +$42.3M | 0.11% | 149 |
|
Other funds holding WTFC
VPM
VCM
