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Mark Sheptoff Financial Planning’s Wintrust Financial WTFC Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-44
Closed -$5.46K – 549
2025
Q2 		$5.46K Buy
+44
New +$5.05K ﹤0.01% 392

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's WTFC Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Wintrust Financial (WTFC) in Q3 2025, closing a stake of 44 shares — an estimated $5.46K sold.

Mark Sheptoff Financial Planning first reported a position in WTFC in Q2 2025 and held it in 1 quarter. The position peaked at $5.46K in Q2 2025. 476 funds tracked by Wall St. Rank hold WTFC as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Wintrust Financial position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 44 Wintrust Financial shares in Q3 2025, an estimated $5.46K.
  • Mark Sheptoff Financial Planning first reported a position in Wintrust Financial in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Wintrust Financial position peaked at $5.46K in Q2 2025.
  • 476 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.