Franklin Resources
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Franklin Resources’s Wintrust Financial WTFC Stock Holding History

Franklin Resources’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
Q1 		– Sell
-2,017
Closed -$252K – 3077
2024
Q4 		$252K Buy
+2,017
New +$249K ﹤0.01% 2573
2022
Q3 		– Sell
-22,379
Closed -$1.79M – 2419
2022
Q2 		$1.79M Sell
22,379
-27,645
-55% -$2.38M ﹤0.01% 1384
2022
Q1 		$4.65M Buy
+50,024
New +$4.87M ﹤0.01% 1185

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Franklin Resources's WTFC Position: Q1 2025 in Review

Franklin Resources sold out of Wintrust Financial (WTFC) in Q1 2025, closing a stake of 2,017 shares — an estimated $252K sold.

Franklin Resources first reported a position in WTFC in Q1 2022 and held it in 3 quarters. The position peaked at $4.65M in Q1 2022. 453 funds tracked by Wall St. Rank hold WTFC as of Q1 2025.

  • Franklin Resources reported no remaining Wintrust Financial position as of Q1 2025 after selling out during the quarter.
  • Franklin Resources sold 2,017 Wintrust Financial shares in Q1 2025, an estimated $252K.
  • Franklin Resources first reported a position in Wintrust Financial in Q1 2022 and held it in 3 quarters.
  • Franklin Resources's Wintrust Financial position peaked at $4.65M in Q1 2022.
  • 453 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2025.

Based on Franklin Resources's 13F filing for Q1 2025, filed 13 May 2025.