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Parkworth Wealth Management’s Wintrust Financial WTFC Stock Holding History

Parkworth Wealth 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
Q2 		$248 Hold
2
– – ﹤0.01% 878
2025
Q1 		$225 Hold
2
– – ﹤0.01% 689
2024
Q4 		$249 Buy
+2
New +$247 ﹤0.01% 679

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Parkworth Wealth Management's WTFC Position: Q2 2025 in Review

Parkworth Wealth Management held its Wintrust Financial (WTFC) position steady in Q2 2025 at 2 shares worth $248. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Parkworth Wealth Management first reported a position in WTFC in Q4 2024 and has held it in 3 quarters since. The position peaked at $249 in Q4 2024. 469 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Wintrust Financial worth $248 as of Q2 2025.
  • Parkworth Wealth Management left its Wintrust Financial share count unchanged in Q2 2025.
  • Wintrust Financial made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #878 holding.
  • Parkworth Wealth Management first reported a position in Wintrust Financial in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Wintrust Financial position peaked at $249 in Q4 2024.
  • 469 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.