MFW
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Meristem Family Wealth’s Wintrust Financial WTFC Stock Holding History

Meristem Family Wealth’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
2022
Q1 		$276K Buy
2,966
+4
+0.1% +$390 0.03% 274
2021
Q4 		$269K Buy
2,962
+4
+0.1% +$357 0.02% 316
2021
Q3 		$238K Buy
2,958
+5
+0.2% +$369 0.02% 355
2021
Q2 		$223K Buy
2,953
+4
+0.1% +$313 0.04% 296
2021
Q1 		$224K Buy
+2,949
New +$211K 0.05% 211
2020
Q1 		– Sell
-2,919
Closed -$207K – 212
2019
Q4 		$207K Buy
+2,919
New +$195K 0.05% 187
2019
Q3 		– Sell
-2,911
Closed -$213K – 217
2019
Q2 		$213K Buy
+2,911
New +$213K 0.07% 157
2018
Q4 		– Sell
-2,901
Closed -$246K – 157
2018
Q3 		$246K Buy
2,901
+2
+0.1% +$178 0.08% 124
2018
Q2 		$252K Buy
2,899
+3
+0.1% +$275 0.09% 115
2018
Q1 		$249K Buy
2,896
+2
+0.1% +$172 0.09% 113
2017
Q4 		$238K Buy
2,894
+2
+0.1% +$161 0.09% 103
2017
Q3 		$226K Buy
+2,892
New +$215K 0.09% 100
2017
Q1 		– Sell
-2,886
Closed -$209K – 112
2016
Q4 		$209K Buy
+2,886
New +$179K 0.09% 99

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Meristem Family Wealth's WTFC Position: Q1 2022 in Review

Meristem Family Wealth increased its Wintrust Financial (WTFC) stake by 0.14% in Q1 2022, buying an estimated $390 and bringing the position to 2,966 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #274.

Meristem Family Wealth first reported a position in WTFC in Q4 2016 and has held it in 13 quarters since. 351 funds tracked by Wall St. Rank hold WTFC as of Q1 2022.

  • Meristem Family Wealth held 2,966 shares of Wintrust Financial worth $276K as of Q1 2022.
  • Meristem Family Wealth bought 4 Wintrust Financial shares in Q1 2022, an estimated $390.
  • Wintrust Financial made up 0.03% of Meristem Family Wealth's portfolio in Q1 2022, its #274 holding.
  • Meristem Family Wealth first reported a position in Wintrust Financial in Q4 2016 and has held it in 13 quarters since.
  • 351 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.