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Freedom Investment Management’s Wintrust Financial WTFC Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-5,454
Closed -$676K – 717
2025
Q2 		$676K Sell
5,454
-356
-6% -$40.8K 0.05% 359
2025
Q1 		$653K Buy
5,810
+31
+0.5% +$3.83K 0.05% 349
2024
Q4 		$721K Sell
5,779
-127
-2% -$15.7K 0.06% 319
2024
Q3 		$641K Sell
5,906
-351
-6% -$36.6K 0.05% 350
2024
Q2 		$617K Buy
6,257
+44
+0.7% +$4.31K 0.05% 364
2024
Q1 		$649K Buy
+6,213
New +$600K 0.05% 368
2023
Q2 		– Sell
-3,778
Closed -$276K – 783
2023
Q1 		$276K Buy
3,778
+367
+11% +$31.4K 0.03% 574
2022
Q4 		$288K Sell
3,411
-275
-7% -$24.3K 0.03% 589
2022
Q3 		$301K Buy
3,686
+283
+8% +$24K 0.03% 568
2022
Q2 		$273K Buy
3,403
+1,033
+44% +$88.9K 0.03% 605
2022
Q1 		$220K Sell
2,370
-2,569
-52% -$250K 0.02% 709
2021
Q4 		$449K Sell
4,939
-437
-8% -$39K 0.03% 556
2021
Q3 		$432K Buy
5,376
+167
+3% +$12.3K 0.03% 544
2021
Q2 		$394K Buy
5,209
+33
+0.6% +$2.58K 0.03% 613
2021
Q1 		$392K Buy
+5,176
New +$370K 0.03% 602
2019
Q1 		– Sell
-15,006
Closed -$998K – 793
2018
Q4 		$998K Sell
15,006
-653
-4% -$49.6K 0.08% 266
2018
Q3 		$1.4M Buy
15,659
+348
+2% +$31K 0.09% 230
2018
Q2 		$1.33M Buy
+15,311
New +$1.41M 0.08% 268

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

Freedom Investment Management's WTFC Position: Q3 2025 in Review

Freedom Investment Management sold out of Wintrust Financial (WTFC) in Q3 2025, closing a stake of 5,454 shares — an estimated $676K sold.

Freedom Investment Management first reported a position in WTFC in Q2 2018 and held it in 18 quarters. The position peaked at $1.4M in Q3 2018. 478 funds tracked by Wall St. Rank hold WTFC as of Q3 2025.

  • Freedom Investment Management reported no remaining Wintrust Financial position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 5,454 Wintrust Financial shares in Q3 2025, an estimated $676K.
  • Freedom Investment Management first reported a position in Wintrust Financial in Q2 2018 and held it in 18 quarters.
  • Freedom Investment Management's Wintrust Financial position peaked at $1.4M in Q3 2018.
  • 478 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.