GI
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Gradient Investments’s Wintrust Financial WTFC Stock Holding History

Gradient Investments’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
Q1 		– Sell
-2,377
Closed -$220K – 1861
2023
Q4 		$220K Hold
2,377
– – 0.01% 325
2023
Q3 		$179K Sell
2,377
-5
-0.2% -$393 ﹤0.01% 328
2023
Q2 		$173K Hold
2,382
– – ﹤0.01% 340
2023
Q1 		$174K Hold
2,382
– – ﹤0.01% 306
2022
Q4 		$201K Hold
2,382
– – 0.01% 292
2022
Q3 		$194K Hold
2,382
– – 0.01% 287
2022
Q2 		$191K Sell
2,382
-2
-0.1% -$172 0.01% 294
2022
Q1 		$222K Sell
2,384
-414
-15% -$40.3K 0.01% 278
2021
Q4 		$254K Sell
2,798
-3
-0.1% -$268 0.01% 261
2021
Q3 		$225K Sell
2,801
-154
-5% -$11.4K 0.01% 267
2021
Q2 		$223K Hold
2,955
– – 0.01% 269
2021
Q1 		$224K Hold
2,955
– – 0.01% 276
2020
Q4 		$118K Hold
2,955
– – 0.01% 296
2020
Q3 		$118K Hold
2,955
– – 0.01% 296
2020
Q2 		$129K Hold
2,955
– – 0.01% 274
2020
Q1 		$97K Hold
2,955
– – 0.01% 277
2019
Q4 		$210K Hold
2,955
– – 0.01% 257
2019
Q3 		$191K Buy
+2,955
New +$196K 0.01% 259

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return