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Mather Group’s Wintrust Financial WTFC Stock Holding History

Mather Group’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
2026
Q1 		$10.4K Buy
+75
New +$10.9K ﹤0.01% 1446
2025
Q4 		– Sell
-75
Closed -$9.93K – 1661
2025
Q3 		$9.93K Buy
+75
New +$9.9K ﹤0.01% 1271
2025
Q2 		– Sell
-75
Closed -$8.44K – 1736
2025
Q1 		$8.44K Hold
75
– – ﹤0.01% 1295
2024
Q4 		$9.35K Hold
75
– – ﹤0.01% 1260
2024
Q3 		$8.14K Hold
75
– – ﹤0.01% 1213
2024
Q2 		$7.83K Buy
75
+51
+213% +$5K ﹤0.01% 1511
2024
Q1 		$2.23K Buy
+24
New +$2.32K ﹤0.01% 1524

Other funds holding WTFC

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return