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Henshaw Capital’s Wintrust Financial WTFC Stock Holding History

Henshaw Capital’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
2018
Q4 		– Sell
-4,725
Closed -$401K – 336
2018
Q3 		$401K Sell
4,725
-1,792
-27% -$160K 0.03% 160
2018
Q2 		$567K Buy
6,517
+13
+0.2% +$1.19K 0.05% 134
2018
Q1 		$560K Buy
6,504
+15
+0.2% +$1.29K 0.05% 139
2017
Q4 		$535K Buy
6,489
+1,389
+27% +$112K 0.05% 139
2017
Q3 		$399K Hold
5,100
– – 0.04% 174
2017
Q2 		$390K Buy
5,100
+910
+22% +$65.2K 0.04% 182
2017
Q1 		$290K Sell
4,190
-1,918
-31% -$138K 0.03% 219
2016
Q4 		$443K Hold
6,108
– – 0.05% 146
2016
Q3 		$339K Hold
6,108
– – 0.04% 172
2016
Q2 		$312K Hold
6,108
– – 0.04% 175
2016
Q1 		$271K Buy
+6,108
New +$262K 0.04% 210

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Henshaw Capital's WTFC Position: Q4 2018 in Review

Henshaw Capital sold out of Wintrust Financial (WTFC) in Q4 2018, closing a stake of 4,725 shares — an estimated $401K sold.

Henshaw Capital first reported a position in WTFC in Q1 2016 and held it in 11 quarters. The position peaked at $567K in Q2 2018. 323 funds tracked by Wall St. Rank hold WTFC as of Q4 2018.

  • Henshaw Capital reported no remaining Wintrust Financial position as of Q4 2018 after selling out during the quarter.
  • Henshaw Capital sold 4,725 Wintrust Financial shares in Q4 2018, an estimated $401K.
  • Henshaw Capital first reported a position in Wintrust Financial in Q1 2016 and held it in 11 quarters.
  • Henshaw Capital's Wintrust Financial position peaked at $567K in Q2 2018.
  • 323 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2018.

Based on Henshaw Capital's 13F filing for Q4 2018, filed 28 May 2026.