GJWM
WTFC icon

Gilliland Jeter Wealth Management’s Wintrust Financial WTFC Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-132
Closed -$14.3K – 640
2024
Q3 		$14.3K Hold
132
– – ﹤0.01% 424
2024
Q2 		$13K Hold
132
– – ﹤0.01% 421
2024
Q1 		$13.8K Buy
+132
New +$12.7K ﹤0.01% 409

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 $3.38T AUM 44.17% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gilliland Jeter Wealth Management's WTFC Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Wintrust Financial (WTFC) in Q4 2024, closing a stake of 132 shares — an estimated $14.3K sold.

Gilliland Jeter Wealth Management first reported a position in WTFC in Q1 2024 and held it in 3 quarters. The position peaked at $14.3K in Q3 2024. 445 funds tracked by Wall St. Rank hold WTFC as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Wintrust Financial position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 132 Wintrust Financial shares in Q4 2024, an estimated $14.3K.
  • Gilliland Jeter Wealth Management first reported a position in Wintrust Financial in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Wintrust Financial position peaked at $14.3K in Q3 2024.
  • 445 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.