HRT Financial’s Wintrust Financial WTFC Stock Holding History

HRT Financial’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
2026 Q1	–	Sell	-61,025	Closed	-$8.53M	–	5044
2025 Q4	$8.53M	Buy	+61,025	New	+$8.12M	0.04%	507
2023 Q4	–	Sell	-13,723	Closed	-$1.04M	–	3213
2023 Q3	$1.04M	Buy	+13,723	New	+$1.08M	0.01%	947
2023 Q2	–	Sell	-4,537	Closed	-$330K	–	3444
2023 Q1	$330K	Sell	4,537 -4,987	-52%	-$426K	﹤0.01%	1658
2022 Q4	$804K	Sell	9,524 -2,905	-23%	-$257K	0.01%	1091
2022 Q3	$1.01M	Buy	+12,429	New	+$1.06M	0.01%	895
2022 Q2	–	Sell	-6,898	Closed	-$641K	–	3912
2022 Q1	$641K	Buy	+6,898	New	+$672K	﹤0.01%	1450
2021 Q4	–	Sell	-29,132	Closed	-$2.34M	–	4254
2021 Q3	$2.34M	Buy	29,132 +25,208	+642%	+$1.86M	0.01%	634
2021 Q2	$296K	Sell	3,924 -79	-2%	-$6.17K	﹤0.01%	2148
2021 Q1	$303K	Buy	+4,003	New	+$286K	﹤0.01%	2087
2020 Q4	–	Sell	-27,577	Closed	-$1.1M	–	2579
2020 Q3	$1.1M	Buy	+27,577	New	+$1.18M	0.04%	468
2019 Q3	–	Sell	-9,907	Closed	-$724K	–	1652
2019 Q2	$724K	Buy	+9,907	New	+$724K	0.05%	332

Other funds holding WTFC

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return