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Gitterman Wealth Management’s Wintrust Financial WTFC Stock Holding History

Gitterman 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
2025
Q3 		– Sell
-2,473
Closed -$307K – 338
2025
Q2 		$307K Buy
2,473
+69
+3% +$7.91K 0.07% 81
2025
Q1 		$270K Buy
2,404
+31
+1% +$3.83K 0.07% 83
2024
Q4 		$296K Buy
2,373
+113
+5% +$14K 0.12% 75
2024
Q3 		$245K Buy
2,260
+33
+1% +$3.44K 0.1% 88
2024
Q2 		$219K Buy
2,227
+27
+1% +$2.65K 0.08% 93
2024
Q1 		$230K Buy
+2,200
New +$212K 0.09% 85

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gitterman Wealth Management's WTFC Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Wintrust Financial (WTFC) in Q3 2025, closing a stake of 2,473 shares — an estimated $307K sold.

Gitterman Wealth Management first reported a position in WTFC in Q1 2024 and held it in 6 quarters. The position peaked at $307K in Q2 2025. 476 funds tracked by Wall St. Rank hold WTFC as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Wintrust Financial position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 2,473 Wintrust Financial shares in Q3 2025, an estimated $307K.
  • Gitterman Wealth Management first reported a position in Wintrust Financial in Q1 2024 and held it in 6 quarters.
  • Gitterman Wealth Management's Wintrust Financial position peaked at $307K in Q2 2025.
  • 476 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.