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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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

LSV Asset Management's WTFC Position: Q1 2025 in Review

LSV Asset Management sold out of Wintrust Financial (WTFC) in Q1 2025, closing a stake of 2,301 shares — an estimated $287K sold.

LSV Asset Management first reported a position in WTFC in Q4 2019 and held it in 21 quarters. The position peaked at $1.8M in Q3 2024. 453 funds tracked by Wall St. Rank hold WTFC as of Q1 2025.

LSV Asset Management reported no remaining Wintrust Financial position as of Q1 2025 after selling out during the quarter.
LSV Asset Management sold 2,301 Wintrust Financial shares in Q1 2025, an estimated $287K.
LSV Asset Management first reported a position in Wintrust Financial in Q4 2019 and held it in 21 quarters.
LSV Asset Management's Wintrust Financial position peaked at $1.8M in Q3 2024.
453 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2025.

Based on LSV Asset Management's 13F filing for Q1 2025, filed 9 May 2025.