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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return