Mackenzie Financial
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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mackenzie Financial's WTFC Position: Q2 2025 in Review

Mackenzie Financial sold out of Wintrust Financial (WTFC) in Q2 2025, closing a stake of 3,359 shares — an estimated $378K sold.

Mackenzie Financial first reported a position in WTFC in Q2 2022 and held it in 6 quarters. The position peaked at $10.6M in Q4 2022. 471 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

  • Mackenzie Financial reported no remaining Wintrust Financial position as of Q2 2025 after selling out during the quarter.
  • Mackenzie Financial sold 3,359 Wintrust Financial shares in Q2 2025, an estimated $378K.
  • Mackenzie Financial first reported a position in Wintrust Financial in Q2 2022 and held it in 6 quarters.
  • Mackenzie Financial's Wintrust Financial position peaked at $10.6M in Q4 2022.
  • 471 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

Based on Mackenzie Financial's 13F filing for Q2 2025, filed 13 Aug 2025.