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MQS Management’s Wintrust Financial WTFC Stock Holding History

MQS 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
2025
Q4 		– Sell
-4,512
Closed -$598K – 654
2025
Q3 		$598K Sell
4,512
-225
-5% -$29.7K 0.35% 82
2025
Q2 		$587K Buy
+4,737
New +$543K 0.32% 80
2024
Q3 		– Sell
-3,078
Closed -$303K – 678
2024
Q2 		$303K Sell
3,078
-212
-6% -$20.8K 0.18% 243
2024
Q1 		$343K Sell
3,290
-904
-22% -$87.3K 0.2% 206
2023
Q4 		$389K Buy
+4,194
New +$347K 0.22% 183
2022
Q4 		– Sell
-2,696
Closed -$220K – 605
2022
Q3 		$220K Buy
+2,696
New +$229K 0.14% 321

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return