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MHR
Matthew Hamilton Rosenberg’s
Wintrust Financial
WTFC
Stock Holding History
Matthew Hamilton Rosenberg’s Portfolio
WTFC Stock Details
WTFC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$4.31K
Hold
31
–
–
﹤0.01%
691
2025
Q4
$4.33K
Hold
31
–
–
﹤0.01%
702
2025
Q3
$4.11K
Hold
31
–
–
﹤0.01%
709
2025
Q2
$3.84K
Hold
31
–
–
﹤0.01%
743
2025
Q1
$3.49K
Hold
31
–
–
﹤0.01%
731
2024
Q4
$3.87K
Hold
31
–
–
﹤0.01%
713
2024
Q3
$3.36K
Hold
31
–
–
﹤0.01%
721
2024
Q2
$3.08K
Hold
31
–
–
﹤0.01%
695
2024
Q1
$3.19K
Sell
31
-69
-69%
-$6.66K
﹤0.01%
729
2023
Q4
$9.28K
Hold
100
–
–
﹤0.01%
618
2023
Q3
$7.55K
Hold
100
–
–
﹤0.01%
650
2023
Q2
$7.26K
Hold
100
–
–
﹤0.01%
664
2023
Q1
$7.29K
Hold
100
–
–
﹤0.01%
703
2022
Q4
$8.45K
Hold
100
–
–
﹤0.01%
674
2022
Q3
$8K
Buy
+100
New
+$8.49K
﹤0.01%
678
Other funds holding WTFC
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
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
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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