Orion Portfolio Solutions’s Wintrust Financial WTFC Stock Holding History

Orion Portfolio 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 Q1	$3.61M	Buy	32,138 +906	+3%	+$112K	0.04%	457
2024 Q4	$3.89M	Sell	31,232 -2,770	-8%	-$342K	0.04%	400
2024 Q3	$3.69M	Sell	34,002 -1,100	-3%	-$115K	0.04%	427
2024 Q2	$3.46M	Sell	35,102 -1,405	-4%	-$138K	0.04%	419
2024 Q1	$3.81M	Buy	36,507 +15,028	+70%	+$1.45M	0.04%	399
2023 Q4	$2.01M	Sell	21,479 -1,502	-7%	-$124K	0.02%	627
2023 Q3	$1.74M	Sell	22,981 -3,235	-12%	-$255K	0.02%	681
2023 Q2	$1.9M	Buy	26,216 +6,603	+34%	+$450K	0.02%	677
2023 Q1	$1.43M	Buy	+19,613	New	+$1.68M	0.02%	730
2020 Q3	–	Sell	-61	Closed	-$3K	–	2066
2020 Q2	$3K	Sell	61 -262	-81%	-$10.5K	﹤0.01%	1702
2020 Q1	$11K	Buy	323 +60	+23%	+$3.33K	﹤0.01%	1048
2019 Q4	$19K	Buy	+263	New	+$17.5K	﹤0.01%	791

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Orion Portfolio Solutions's WTFC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Wintrust Financial (WTFC) stake by 2.9% in Q1 2025, buying an estimated $112K and bringing the position to 32,138 shares worth $3.61M. The position accounts for 0.04% of the portfolio, ranked #457.

Orion Portfolio Solutions first reported a position in WTFC in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.89M in Q4 2024. 452 funds tracked by Wall St. Rank hold WTFC as of Q1 2025.

Orion Portfolio Solutions held 32,138 shares of Wintrust Financial worth $3.61M as of Q1 2025.
Orion Portfolio Solutions bought 906 Wintrust Financial shares in Q1 2025, an estimated $112K.
Wintrust Financial made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #457 holding.
Orion Portfolio Solutions first reported a position in Wintrust Financial in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Wintrust Financial position peaked at $3.89M in Q4 2024.
452 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.