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Knights of Columbus Asset Advisors’s Wintrust Financial WTFC Stock Holding History

Knights of Columbus Asset Advisors’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
-5,683
Closed -$709K – 401
2024
Q4 		$709K Hold
5,683
– – 0.05% 255
2024
Q3 		$617K Sell
5,683
-24,698
-81% -$2.58M 0.04% 263
2024
Q2 		$2.99M Buy
30,381
+338
+1% +$33.1K 0.2% 171
2024
Q1 		$3.14M Sell
30,043
-28,639
-49% -$2.76M 0.23% 155
2023
Q4 		$5.44M Buy
58,682
+28,521
+95% +$2.36M 0.35% 101
2023
Q3 		$2.28M Sell
30,161
-425
-1% -$33.4K 0.21% 153
2023
Q2 		$2.22M Buy
30,586
+73
+0.2% +$4.98K 0.2% 166
2023
Q1 		$2.23M Buy
30,513
+232
+0.8% +$19.8K 0.22% 158
2022
Q4 		$2.56M Sell
30,281
-343
-1% -$30.3K 0.27% 128
2022
Q3 		$2.5M Sell
30,624
-68
-0.2% -$5.77K 0.25% 126
2022
Q2 		$2.46M Buy
30,692
+385
+1% +$33.2K 0.25% 131
2022
Q1 		$2.82M Buy
30,307
+49
+0.2% +$4.77K 0.24% 136
2021
Q4 		$2.75M Buy
30,258
+233
+0.8% +$20.8K 0.22% 148
2021
Q3 		$2.41M Buy
30,025
+7,939
+36% +$586K 0.22% 152
2021
Q2 		$1.67M Buy
22,086
+218
+1% +$17K 0.15% 208
2021
Q1 		$1.66M Sell
21,868
-298
-1% -$21.3K 0.16% 207
2020
Q4 		$1.35M Hold
22,166
– – 0.14% 238
2020
Q3 		$888K Sell
22,166
-2,464
-10% -$105K 0.11% 240
2020
Q2 		$1.07M Buy
24,630
+68
+0.3% +$2.71K 0.13% 242
2020
Q1 		$807K Sell
24,562
-2,091
-8% -$116K 0.1% 271
2019
Q4 		$1.89M Buy
+26,653
New +$1.78M 0.17% 215

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Knights of Columbus Asset Advisors's WTFC Position: Q1 2025 in Review

Knights of Columbus Asset Advisors sold out of Wintrust Financial (WTFC) in Q1 2025, closing a stake of 5,683 shares — an estimated $709K sold.

Knights of Columbus Asset Advisors first reported a position in WTFC in Q4 2019 and held it in 21 quarters. The position peaked at $5.44M in Q4 2023. 452 funds tracked by Wall St. Rank hold WTFC as of Q1 2025.

  • Knights of Columbus Asset Advisors reported no remaining Wintrust Financial position as of Q1 2025 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 5,683 Wintrust Financial shares in Q1 2025, an estimated $709K.
  • Knights of Columbus Asset Advisors first reported a position in Wintrust Financial in Q4 2019 and held it in 21 quarters.
  • Knights of Columbus Asset Advisors's Wintrust Financial position peaked at $5.44M in Q4 2023.
  • 452 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2025.

Based on Knights of Columbus Asset Advisors's 13F filing for Q1 2025, filed 7 May 2025.