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Old Mission Investment Co’s Wintrust Financial WTFC Stock Holding History

Old Mission Investment Co’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
-1,838
Closed -$207K – 129
2025
Q1 		$207K Sell
1,838
-193
-10% -$23.9K 0.06% 121
2024
Q4 		$253K Buy
2,031
+7
+0.3% +$865 0.08% 109
2024
Q3 		$220K Buy
+2,024
New +$211K 0.07% 113

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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 $3.37T AUM 44.26% 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

Old Mission Investment Co's WTFC Position: Q2 2025 in Review

Old Mission Investment Co sold out of Wintrust Financial (WTFC) in Q2 2025, closing a stake of 1,838 shares — an estimated $207K sold.

Old Mission Investment Co first reported a position in WTFC in Q3 2024 and held it in 3 quarters. The position peaked at $253K in Q4 2024. 471 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

  • Old Mission Investment Co reported no remaining Wintrust Financial position as of Q2 2025 after selling out during the quarter.
  • Old Mission Investment Co sold 1,838 Wintrust Financial shares in Q2 2025, an estimated $207K.
  • Old Mission Investment Co first reported a position in Wintrust Financial in Q3 2024 and held it in 3 quarters.
  • Old Mission Investment Co's Wintrust Financial position peaked at $253K in Q4 2024.
  • 471 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

Based on Old Mission Investment Co's 13F filing for Q2 2025, filed 16 Sep 2026.