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Global Financial Private Client’s Wintrust Financial WTFC Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-14
Closed -$1.57K – 1615
2025
Q1 		$1.57K Buy
14
+10
+250% +$1.24K ﹤0.01% 934
2024
Q4 		$499 Buy
+4
New +$494 ﹤0.01% 940

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Global Financial Private Client's WTFC Position: Q2 2025 in Review

Global Financial Private Client sold out of Wintrust Financial (WTFC) in Q2 2025, closing a stake of 14 shares — an estimated $1.57K sold.

Global Financial Private Client first reported a position in WTFC in Q4 2024 and held it in 2 quarters. The position peaked at $1.57K in Q1 2025. 471 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

  • Global Financial Private Client reported no remaining Wintrust Financial position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 14 Wintrust Financial shares in Q2 2025, an estimated $1.57K.
  • Global Financial Private Client first reported a position in Wintrust Financial in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Wintrust Financial position peaked at $1.57K in Q1 2025.
  • 471 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.