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IHT Wealth Management’s Wintrust Financial WTFC Stock Holding History

IHT 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
Q2 		– Sell
-5,053
Closed -$568K – 1206
2025
Q1 		$568K Buy
5,053
+35
+0.7% +$4.33K 0.02% 629
2024
Q4 		$626K Hold
5,018
– – 0.02% 615
2024
Q3 		$545K Hold
5,018
– – 0.02% 699
2024
Q2 		$495K Hold
5,018
– – 0.02% 641
2024
Q1 		$524K Sell
5,018
-5
-0.1% -$483 0.02% 619
2023
Q4 		$466K Sell
5,023
-18
-0.4% -$1.49K 0.02% 623
2023
Q3 		$381K Sell
5,041
-48
-0.9% -$3.78K 0.02% 642
2023
Q2 		$370K Buy
5,089
+3
+0.1% +$205 0.02% 645
2023
Q1 		$371K Sell
5,086
-60
-1% -$5.13K 0.02% 615
2022
Q4 		$435K Buy
5,146
+60
+1% +$5.3K 0.03% 530
2022
Q3 		$415K Buy
5,086
+15
+0.3% +$1.27K 0.03% 514
2022
Q2 		$406K Hold
5,071
– – 0.04% 442
2022
Q1 		$471K Buy
5,071
+25
+0.5% +$2.44K 0.04% 427
2021
Q4 		$458K Buy
5,046
+499
+11% +$44.5K 0.03% 463
2021
Q3 		$365K Sell
4,547
-162
-3% -$12K 0.03% 531
2021
Q2 		$356K Buy
+4,709
New +$368K 0.02% 643
2018
Q2 		– Sell
-462
Closed -$39K – 1382
2018
Q1 		$39K Sell
462
-201
-30% -$17.3K 0.01% 760
2017
Q4 		$56K Buy
663
+629
+1,850% +$50.6K 0.01% 667
2017
Q3 		$3K Hold
34
– – ﹤0.01% 1181
2017
Q2 		$82K Hold
34
– – 0.04% 384
2017
Q1 		$2K Hold
34
– – ﹤0.01% 1107
2016
Q4 		$2K Buy
+34
New +$2.11K ﹤0.01% 1060

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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

IHT Wealth Management's WTFC Position: Q2 2025 in Review

IHT Wealth Management sold out of Wintrust Financial (WTFC) in Q2 2025, closing a stake of 5,053 shares — an estimated $568K sold.

IHT Wealth Management first reported a position in WTFC in Q4 2016 and held it in 22 quarters. The position peaked at $626K in Q4 2024. 471 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

  • IHT Wealth Management reported no remaining Wintrust Financial position as of Q2 2025 after selling out during the quarter.
  • IHT Wealth Management sold 5,053 Wintrust Financial shares in Q2 2025, an estimated $568K.
  • IHT Wealth Management first reported a position in Wintrust Financial in Q4 2016 and held it in 22 quarters.
  • IHT Wealth Management's Wintrust Financial position peaked at $626K in Q4 2024.
  • 471 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.