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Mendota Financial Group’s Wintrust Financial WTFC Stock Holding History

Mendota 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
2024
Q4 		– Sell
-1
Closed -$109 – 1175
2024
Q3 		$109 Buy
+1
New +$104 ﹤0.01% 887

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mendota Financial Group's WTFC Position: Q4 2024 in Review

Mendota Financial Group sold out of Wintrust Financial (WTFC) in Q4 2024, closing a stake of 1 share — an estimated $109 sold.

Mendota Financial Group first reported a position in WTFC in Q3 2024 and held it in 1 quarter. The position peaked at $109 in Q3 2024. 442 funds tracked by Wall St. Rank hold WTFC as of Q4 2024.

  • Mendota Financial Group reported no remaining Wintrust Financial position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 1 Wintrust Financial share in Q4 2024, an estimated $109.
  • Mendota Financial Group first reported a position in Wintrust Financial in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Wintrust Financial position peaked at $109 in Q3 2024.
  • 442 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.