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Occudo Quantitative Strategies’s Wintrust Financial WTFC Stock Holding History

Occudo Quantitative Strategies’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
-2,801
Closed -$314K – 931
2025
Q1 		$314K Buy
+2,801
New +$346K 0.04% 466
2023
Q3 		– Sell
-6,386
Closed -$464K – 1346
2023
Q2 		$464K Buy
+6,386
New +$435K 0.05% 579

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Occudo Quantitative Strategies's WTFC Position: Q2 2025 in Review

Occudo Quantitative Strategies sold out of Wintrust Financial (WTFC) in Q2 2025, closing a stake of 2,801 shares — an estimated $314K sold.

Occudo Quantitative Strategies first reported a position in WTFC in Q2 2023 and held it in 2 quarters. The position peaked at $464K in Q2 2023. 471 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

  • Occudo Quantitative Strategies reported no remaining Wintrust Financial position as of Q2 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 2,801 Wintrust Financial shares in Q2 2025, an estimated $314K.
  • Occudo Quantitative Strategies first reported a position in Wintrust Financial in Q2 2023 and held it in 2 quarters.
  • Occudo Quantitative Strategies's Wintrust Financial position peaked at $464K in Q2 2023.
  • 471 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2025, filed 14 Aug 2025.