Hexagon Capital Partners’s Wintrust Financial WTFC Stock Holding History

Hexagon Capital Partners’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	-104	Closed	-$11.7K	–	1732
2025 Q1	$11.7K	Sell	104 -3	-3%	-$371	﹤0.01%	926
2024 Q4	$13.3K	Sell	107 -7	-6%	-$865	﹤0.01%	922
2024 Q3	$12.4K	Sell	114 -4	-3%	-$417	﹤0.01%	857
2024 Q2	$11.6K	Hold	118	–	–	﹤0.01%	831
2024 Q1	$12.3K	Hold	118	–	–	﹤0.01%	808
2023 Q4	$10.9K	Hold	118	–	–	﹤0.01%	799
2023 Q3	$8.91K	Sell	118 -56	-32%	-$4.41K	﹤0.01%	780
2023 Q2	$12.6K	Buy	174 +55	+46%	+$3.75K	﹤0.01%	684
2023 Q1	$8.68K	Buy	119 +7	+6%	+$599	﹤0.01%	763
2022 Q4	$9.47K	Sell	112 -41	-27%	-$3.62K	﹤0.01%	744
2022 Q3	$12K	Hold	153	–	–	﹤0.01%	735
2022 Q2	$12K	Hold	153	–	–	﹤0.01%	635
2022 Q1	$14K	Hold	153	–	–	﹤0.01%	582
2021 Q4	$14K	Hold	153	–	–	﹤0.01%	567
2021 Q3	$12K	Hold	153	–	–	﹤0.01%	574
2021 Q2	$12K	Hold	153	–	–	﹤0.01%	542
2021 Q1	$11K	Buy	+153	New	+$10.9K	﹤0.01%	521

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Hexagon Capital Partners's WTFC Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Wintrust Financial (WTFC) in Q2 2025, closing a stake of 104 shares — an estimated $11.7K sold.

Hexagon Capital Partners first reported a position in WTFC in Q1 2021 and held it in 17 quarters. The position peaked at $14K in Q1 2022. 471 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

Hexagon Capital Partners reported no remaining Wintrust Financial position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 104 Wintrust Financial shares in Q2 2025, an estimated $11.7K.
Hexagon Capital Partners first reported a position in Wintrust Financial in Q1 2021 and held it in 17 quarters.
Hexagon Capital Partners's Wintrust Financial position peaked at $14K in Q1 2022.
471 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.