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Menard Financial Group’s Wintrust Financial WTFC Stock Holding History

Menard Financial 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
2025
Q2 		– Sell
-3,654
Closed -$416K – 106
2025
Q1 		$416K Buy
3,654
+309
+9% +$38.2K 0.27% 66
2024
Q4 		$417K Buy
3,345
+51
+2% +$6.3K 0.25% 72
2024
Q3 		$357K Buy
3,294
+406
+14% +$42.3K 0.24% 89
2024
Q2 		$285K Buy
2,888
+689
+31% +$67.5K 0.2% 93
2024
Q1 		$230K Buy
+2,199
New +$212K 0.19% 98

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

Menard Financial Group's WTFC Position: Q2 2025 in Review

Menard Financial Group sold out of Wintrust Financial (WTFC) in Q2 2025, closing a stake of 3,654 shares — an estimated $416K sold.

Menard Financial Group first reported a position in WTFC in Q1 2024 and held it in 5 quarters. The position peaked at $417K in Q4 2024. 471 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

  • Menard Financial Group reported no remaining Wintrust Financial position as of Q2 2025 after selling out during the quarter.
  • Menard Financial Group sold 3,654 Wintrust Financial shares in Q2 2025, an estimated $416K.
  • Menard Financial Group first reported a position in Wintrust Financial in Q1 2024 and held it in 5 quarters.
  • Menard Financial Group's Wintrust Financial position peaked at $417K in Q4 2024.
  • 471 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

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