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J. Safra Asset Management’s Wintrust Financial WTFC Stock Holding History

J. Safra Asset 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
Q4 		– Sell
-15
Closed -$1.99K – 684
2025
Q3 		$1.99K Buy
+15
New +$1.98K ﹤0.01% 409

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

J. Safra Asset Management's WTFC Position: Q4 2025 in Review

J. Safra Asset Management sold out of Wintrust Financial (WTFC) in Q4 2025, closing a stake of 15 shares — an estimated $1.99K sold.

J. Safra Asset Management first reported a position in WTFC in Q3 2025 and held it in 1 quarter. The position peaked at $1.99K in Q3 2025. 527 funds tracked by Wall St. Rank hold WTFC as of Q4 2025.

  • J. Safra Asset Management reported no remaining Wintrust Financial position as of Q4 2025 after selling out during the quarter.
  • J. Safra Asset Management sold 15 Wintrust Financial shares in Q4 2025, an estimated $1.99K.
  • J. Safra Asset Management first reported a position in Wintrust Financial in Q3 2025 and held it in 1 quarter.
  • J. Safra Asset Management's Wintrust Financial position peaked at $1.99K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2025.

Based on J. Safra Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.