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LSV Asset Management’s
Wintrust Financial
WTFC
Stock Holding History
LSV 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
Q1
–
Sell
-2,301
Closed
-$287K
–
859
2024
Q4
$287K
Sell
2,301
-14,300
-86%
-$1.77M
﹤0.01%
727
2024
Q3
$1.8M
Buy
16,601
+901
+6%
+$94K
﹤0.01%
589
2024
Q2
$1.55M
Hold
15,700
–
–
﹤0.01%
633
2024
Q1
$1.64M
Hold
15,700
–
–
﹤0.01%
629
2023
Q4
$1.46M
Hold
15,700
–
–
﹤0.01%
647
2023
Q3
$1.19M
Hold
15,700
–
–
﹤0.01%
672
2023
Q2
$1.14M
Hold
15,700
–
–
﹤0.01%
685
2023
Q1
$1.15M
Buy
15,700
+6,800
+76%
+$581K
﹤0.01%
655
2022
Q4
$752K
Hold
8,900
–
–
﹤0.01%
679
2022
Q3
$726K
Hold
8,900
–
–
﹤0.01%
673
2022
Q2
$713K
Hold
8,900
–
–
﹤0.01%
715
2022
Q1
$827K
Sell
8,900
-3,600
-29%
-$351K
﹤0.01%
723
2021
Q4
$1.14M
Sell
12,500
-3,000
-19%
-$268K
﹤0.01%
699
2021
Q3
$1.25M
Hold
15,500
–
–
﹤0.01%
690
2021
Q2
$1.17M
Hold
15,500
–
–
﹤0.01%
699
2021
Q1
$1.17M
Hold
15,500
–
–
﹤0.01%
713
2020
Q4
$946K
Hold
15,500
–
–
﹤0.01%
753
2020
Q3
$620K
Sell
15,500
-2,400
-13%
-$103K
﹤0.01%
777
2020
Q2
$780K
Hold
17,900
–
–
﹤0.01%
783
2020
Q1
$588K
Hold
17,900
–
–
﹤0.01%
780
2019
Q4
$1.27M
Buy
+17,900
New
+$1.19M
﹤0.01%
734
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
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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