IndexIQ Advisors’s Wintrust Financial WTFC Stock Holding History

IndexIQ Advisors’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
2022 Q1	$398K	Sell	4,279 -1,292	-23%	-$126K	0.01%	737
2021 Q4	$506K	Sell	5,571 -360	-6%	-$32.1K	0.02%	554
2021 Q3	$477K	Buy	5,931 +594	+11%	+$43.9K	0.02%	599
2021 Q2	$404K	Buy	5,337 +225	+4%	+$17.6K	0.01%	703
2021 Q1	$387K	Buy	+5,112	New	+$365K	0.01%	909
2018 Q1	–	Sell	-20,380	Closed	-$1.68M	–	685
2017 Q4	$1.68M	Buy	20,380 +7,840	+63%	+$631K	0.06%	198
2017 Q3	$982K	Buy	12,540 +5,682	+83%	+$422K	0.04%	244
2017 Q2	$524K	Buy	+6,858	New	+$491K	0.03%	255

Other funds holding WTFC

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

IndexIQ Advisors's WTFC Position: Q1 2022 in Review

IndexIQ Advisors reduced its Wintrust Financial (WTFC) stake by 23% in Q1 2022, selling an estimated $126K and leaving 4,279 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #737.

IndexIQ Advisors first reported a position in WTFC in Q2 2017 and has held it in 8 quarters since. The position peaked at $1.68M in Q4 2017. 351 funds tracked by Wall St. Rank hold WTFC as of Q1 2022.

IndexIQ Advisors held 4,279 shares of Wintrust Financial worth $398K as of Q1 2022.
IndexIQ Advisors sold 1,292 Wintrust Financial shares in Q1 2022, an estimated $126K.
Wintrust Financial made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #737 holding.
IndexIQ Advisors first reported a position in Wintrust Financial in Q2 2017 and has held it in 8 quarters since.
IndexIQ Advisors's Wintrust Financial position peaked at $1.68M in Q4 2017.
351 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.