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MPWM Advisory Solutions’s Wintrust Financial WTFC Stock Holding History

MPWM Advisory Solutions’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
-2
Closed -$225 – 760
2025
Q1 		$225 Hold
2
– – ﹤0.01% 715
2024
Q4 		$249 Buy
+2
New +$247 ﹤0.01% 718

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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 $3.38T AUM 44.17% 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

MPWM Advisory Solutions's WTFC Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Wintrust Financial (WTFC) in Q2 2025, closing a stake of 2 shares — an estimated $225 sold.

MPWM Advisory Solutions first reported a position in WTFC in Q4 2024 and held it in 2 quarters. The position peaked at $249 in Q4 2024. 471 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining Wintrust Financial position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 2 Wintrust Financial shares in Q2 2025, an estimated $225.
  • MPWM Advisory Solutions first reported a position in Wintrust Financial in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's Wintrust Financial position peaked at $249 in Q4 2024.
  • 471 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.