Mackenzie Financial
WTFC icon

Mackenzie Financial’s Wintrust Financial WTFC Stock Holding History

Mackenzie Financial’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
Q2 		– Sell
-3,359
Closed -$378K – 1813
2025
Q1 		$378K Sell
3,359
-780
-19% -$96.4K ﹤0.01% 1298
2024
Q4 		$516K Buy
+4,139
New +$511K ﹤0.01% 1165
2023
Q2 		– Sell
-17,948
Closed -$1.31M – 1655
2023
Q1 		$1.31M Sell
17,948
-107,691
-86% -$9.21M ﹤0.01% 808
2022
Q4 		$10.6M Buy
125,639
+19,466
+18% +$1.72M 0.02% 403
2022
Q3 		$8.66M Buy
106,173
+78,076
+278% +$6.63M 0.01% 440
2022
Q2 		$2.25M Buy
+28,097
New +$2.42M ﹤0.01% 700

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return