GI
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GAMMA Investing’s Wintrust Financial WTFC Stock Holding History

GAMMA Investing’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
2026
Q2 		$365K Buy
2,270
+278
+14% +$41.8K 0.01% 828
2026
Q1 		$277K Buy
1,992
+237
+14% +$34.4K 0.01% 897
2025
Q4 		$245K Buy
1,755
+77
+5% +$10.2K 0.01% 891
2025
Q3 		$222K Buy
1,678
+287
+21% +$37.9K 0.01% 908
2025
Q2 		$172K Sell
1,391
-993
-42% -$114K 0.01% 1016
2025
Q1 		$268K Buy
2,384
+1,128
+90% +$139K 0.02% 630
2024
Q4 		$157K Buy
1,256
+242
+24% +$29.9K 0.01% 821
2024
Q3 		$110K Buy
1,014
+196
+24% +$20.4K 0.01% 934
2024
Q2 		$80.6K Buy
818
+315
+63% +$30.9K 0.01% 894
2024
Q1 		$52.5K Buy
503
+81
+19% +$7.82K 0.01% 1016
2023
Q4 		$40.9K Buy
+422
New +$34.9K 0.01% 1019

Other funds holding WTFC

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return