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Mesirow Financial Investment Management’s Wintrust Financial WTFC Stock Holding History

Mesirow Financial Investment Management’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
-2,510
Closed -$273K – 623
2024
Q3 		$273K Buy
+2,510
New +$262K 0.01% 473

Other funds holding WTFC

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Mesirow Financial Investment Management's WTFC Position: Q4 2024 in Review

Mesirow Financial Investment Management sold out of Wintrust Financial (WTFC) in Q4 2024, closing a stake of 2,510 shares — an estimated $273K sold.

Mesirow Financial Investment Management first reported a position in WTFC in Q3 2024 and held it in 1 quarter. The position peaked at $273K in Q3 2024. 443 funds tracked by Wall St. Rank hold WTFC as of Q4 2024.

  • Mesirow Financial Investment Management reported no remaining Wintrust Financial position as of Q4 2024 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 2,510 Wintrust Financial shares in Q4 2024, an estimated $273K.
  • Mesirow Financial Investment Management first reported a position in Wintrust Financial in Q3 2024 and held it in 1 quarter.
  • Mesirow Financial Investment Management's Wintrust Financial position peaked at $273K in Q3 2024.
  • 443 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2024.

Based on Mesirow Financial Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.