Kapitalo Investimentos’s Wintrust Financial WTFC Stock Holding History

Kapitalo Investimentos’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
2024 Q3	–	Sell	-2,096	Closed	-$207K	–	238
2024 Q2	$207K	Buy	+2,096	New	+$205K	0.06%	149
2024 Q1	–	Sell	-645	Closed	-$59.8K	–	566
2023 Q4	$59.8K	Buy	+645	New	+$53.3K	0.01%	445
2023 Q2	–	Sell	-1,561	Closed	-$114K	–	721
2023 Q1	$114K	Buy	+1,561	New	+$133K	0.04%	300

Other funds holding WTFC

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return