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WTFC icon

Inspire Investing’s Wintrust Financial WTFC Stock Holding History

Inspire Investing’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
Q3 		– Sell
-3,133
Closed -$388K – 943
2025
Q2 		$388K Sell
3,133
-19,121
-86% -$2.19M 0.04% 619
2025
Q1 		$2.5M Buy
22,254
+19,037
+592% +$2.35M 0.3% 77
2024
Q4 		$401K Sell
3,217
-592
-16% -$73.1K 0.04% 519
2024
Q3 		$413K Buy
3,809
+235
+7% +$24.5K 0.04% 485
2024
Q2 		$352K Buy
3,574
+151
+4% +$14.8K 0.04% 540
2024
Q1 		$357K Sell
3,423
-708
-17% -$68.3K 0.04% 682
2023
Q4 		$383K Buy
4,131
+72
+2% +$5.95K 0.04% 631
2023
Q3 		$306K Sell
4,059
-255
-6% -$20.1K 0.04% 603
2023
Q2 		$313K Buy
4,314
+580
+16% +$39.6K 0.04% 655
2023
Q1 		$272K Buy
3,734
+956
+34% +$81.7K 0.03% 666
2022
Q4 		$235K Buy
2,778
+248
+10% +$21.9K 0.03% 667
2022
Q3 		$206K Sell
2,530
-105
-4% -$8.91K 0.03% 677
2022
Q2 		$211K Buy
2,635
+119
+5% +$10.2K 0.03% 714
2022
Q1 		$234K Sell
2,516
-253
-9% -$24.6K 0.03% 731
2021
Q4 		$251K Sell
2,769
-201
-7% -$17.9K 0.03% 419
2021
Q3 		$239K Buy
+2,970
New +$219K 0.03% 424

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return