Johnson Financial Group Inc (Wisconsin)’s Wintrust Financial WTFC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-538	Closed	-$71.3K	–	1122
2025 Q3	$71.3K	Buy	+538	New	+$71K	﹤0.01%	529
2024 Q3	–	Sell	-11	Closed	-$1.08K	–	1054
2024 Q2	$1.08K	Buy	+11	New	+$1.08K	﹤0.01%	729
2024 Q1	–	Sell	-267	Closed	-$24.8K	–	1000
2023 Q4	$24.8K	Buy	+267	New	+$22.1K	﹤0.01%	520
2023 Q3	–	Sell	-12	Closed	-$872	–	711
2023 Q2	$872	Hold	12	–	–	﹤0.01%	631
2023 Q1	$876	Hold	12	–	–	﹤0.01%	591
2022 Q4	$1.01K	Buy	+12	New	+$1.06K	﹤0.01%	599
2015 Q1	–	Sell	-6,256	Closed	-$293K	–	870
2014 Q4	$293K	Hold	6,256	–	–	0.07%	201
2014 Q3	$279K	Hold	6,256	–	–	0.07%	190
2014 Q2	$288K	Sell	6,256 -5,000	-44%	-$227K	0.08%	189
2014 Q1	$548K	Buy	+11,256	New	+$518K	0.16%	121

Other funds holding WTFC

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s WTFC Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Wintrust Financial (WTFC) in Q4 2025, closing a stake of 538 shares — an estimated $71.3K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in WTFC in Q1 2014 and held it in 10 quarters. The position peaked at $548K in Q1 2014. 527 funds tracked by Wall St. Rank hold WTFC as of Q4 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining Wintrust Financial position as of Q4 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 538 Wintrust Financial shares in Q4 2025, an estimated $71.3K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Wintrust Financial in Q1 2014 and held it in 10 quarters.
Johnson Financial Group Inc (Wisconsin)'s Wintrust Financial position peaked at $548K in Q1 2014.
527 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.