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Hemington Wealth Management’s Wintrust Financial WTFC Stock Holding History

Hemington 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 		$13K Buy
99
+9
+10% +$1.19K ﹤0.01% 797
2025
Q2 		$11K Buy
90
+19
+27% +$2.18K ﹤0.01% 835
2025
Q1 		$7K Buy
71
+13
+22% +$1.61K ﹤0.01% 959
2024
Q4 		$7K Buy
58
+27
+87% +$3.33K ﹤0.01% 923
2024
Q3 		$3K Buy
+31
New +$3.23K ﹤0.01% 1127

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Hemington Wealth Management increased its Wintrust Financial (WTFC) stake by 10% in Q3 2025, buying an estimated $1.19K and bringing the position to 99 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Hemington Wealth Management first reported a position in WTFC in Q3 2024 and has held it in 5 quarters since. 478 funds tracked by Wall St. Rank hold WTFC as of Q3 2025.

  • Hemington Wealth Management held 99 shares of Wintrust Financial worth $13K as of Q3 2025.
  • Hemington Wealth Management bought 9 Wintrust Financial shares in Q3 2025, an estimated $1.19K.
  • Wintrust Financial made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #797 holding.
  • Hemington Wealth Management first reported a position in Wintrust Financial in Q3 2024 and has held it in 5 quarters since.
  • 478 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.