Meeder Asset Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.93M | Sell |
13,921
-141,054
| -91% | -$20.4M | 0.11% | 122 |
|
|
2025
Q4 | $21.7M | Buy |
+154,975
| New | +$20.6M | 1.17% | 19 |
|
|
2024
Q2 | – | Sell |
-113
| Closed | -$11.8K | – | 1013 |
|
|
2024
Q1 | $11.8K | Buy |
+113
| New | +$10.9K | ﹤0.01% | 520 |
|
|
2022
Q4 | – | Sell |
-154
| Closed | -$13K | – | 2043 |
|
|
2022
Q3 | $13K | Sell |
154
-16
| -9% | -$1.36K | ﹤0.01% | 1247 |
|
|
2022
Q2 | $14K | Buy |
170
+30
| +21% | +$2.58K | ﹤0.01% | 1268 |
|
|
2022
Q1 | $13K | Buy |
+140
| New | +$13.6K | ﹤0.01% | 1466 |
|
|
2021
Q4 | – | Sell |
-725
| Closed | -$59K | – | 2372 |
|
|
2021
Q3 | $59K | Sell |
725
-1,621
| -69% | -$120K | ﹤0.01% | 1052 |
|
|
2021
Q2 | $177K | Sell |
2,346
-1,038
| -31% | -$81.1K | 0.01% | 764 |
|
|
2021
Q1 | $255K | Buy |
3,384
+3,267
| +2,792% | +$233K | 0.01% | 678 |
|
|
2020
Q4 | $7K | Sell |
117
-8
| -6% | -$430 | ﹤0.01% | 1124 |
|
|
2020
Q3 | $5K | Buy |
125
+64
| +105% | +$2.74K | ﹤0.01% | 1603 |
|
|
2020
Q2 | $3K | Sell |
61
-262
| -81% | -$10.5K | ﹤0.01% | 1708 |
|
|
2020
Q1 | $11K | Buy |
323
+60
| +23% | +$3.33K | ﹤0.01% | 1491 |
|
|
2019
Q4 | $19K | Sell |
263
-93
| -26% | -$6.2K | ﹤0.01% | 1371 |
|
|
2019
Q3 | $23K | Buy |
356
+58
| +19% | +$3.85K | ﹤0.01% | 1259 |
|
|
2019
Q2 | $22K | Buy |
+298
| New | +$21.8K | ﹤0.01% | 1209 |
|
|
2018
Q4 | – | Sell |
-345
| Closed | -$29K | – | 1826 |
|
|
2018
Q3 | $29K | Sell |
345
-1,859
| -84% | -$165K | ﹤0.01% | 939 |
|
|
2018
Q2 | $192K | Hold |
2,204
| – | – | 0.02% | 516 |
|
|
2018
Q1 | $190K | Sell |
2,204
-450
| -17% | -$38.8K | 0.02% | 462 |
|
|
2017
Q4 | $219K | Buy |
2,654
+316
| +14% | +$25.4K | 0.02% | 453 |
|
|
2017
Q3 | $183K | Buy |
+2,338
| New | +$174K | 0.02% | 481 |
|
Other funds holding WTFC
VPM
VCM
