Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Wintrust Financial WTFC Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
Q1 		– Sell
-7,790
Closed -$971K – 1267
2024
Q4 		$971K Buy
+7,790
New +$962K ﹤0.01% 816
2023
Q2 		– Sell
-5,735
Closed -$418K – 1465
2023
Q1 		$418K Sell
5,735
-167,338
-97% -$14.3M ﹤0.01% 834
2022
Q4 		$14.6M Buy
173,073
+64,126
+59% +$5.66M 0.07% 213
2022
Q3 		$8.88M Buy
108,947
+95,547
+713% +$8.11M 0.04% 229
2022
Q2 		$1.07M Buy
+13,400
New +$1.15M ﹤0.01% 935
2022
Q1 		– Sell
-28,618
Closed -$2.6M – 1962
2021
Q4 		$2.6M Buy
28,618
+20,721
+262% +$1.85M 0.01% 846
2021
Q3 		$635K Buy
+7,897
New +$583K ﹤0.01% 1175
2021
Q2 		– Sell
-297
Closed -$23K – 1975
2021
Q1 		$23K Buy
+297
New +$21.2K ﹤0.01% 1425
2020
Q1 		– Sell
-851
Closed -$60K – 1149
2019
Q4 		$60K Buy
+851
New +$56.7K ﹤0.01% 935

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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's WTFC Position: Q1 2025 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Wintrust Financial (WTFC) in Q1 2025, closing a stake of 7,790 shares — an estimated $971K sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in WTFC in Q4 2019 and held it in 9 quarters. The position peaked at $14.6M in Q4 2022. 452 funds tracked by Wall St. Rank hold WTFC as of Q1 2025.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Wintrust Financial position as of Q1 2025 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 7,790 Wintrust Financial shares in Q1 2025, an estimated $971K.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Wintrust Financial in Q4 2019 and held it in 9 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Wintrust Financial position peaked at $14.6M in Q4 2022.
  • 452 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2025.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2025, filed 14 May 2025.