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Kestra Investment Management’s Wintrust Financial WTFC Stock Holding History

Kestra Investment 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
Q1 		– Sell
-81
Closed -$10.1K – 1425
2024
Q4 		$10.1K Buy
+81
New +$10K ﹤0.01% 822

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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

Kestra Investment Management's WTFC Position: Q1 2025 in Review

Kestra Investment Management sold out of Wintrust Financial (WTFC) in Q1 2025, closing a stake of 81 shares — an estimated $10.1K sold.

Kestra Investment Management first reported a position in WTFC in Q4 2024 and held it in 1 quarter. The position peaked at $10.1K in Q4 2024. 454 funds tracked by Wall St. Rank hold WTFC as of Q1 2025.

  • Kestra Investment Management reported no remaining Wintrust Financial position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 81 Wintrust Financial shares in Q1 2025, an estimated $10.1K.
  • Kestra Investment Management first reported a position in Wintrust Financial in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Wintrust Financial position peaked at $10.1K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.