Prelude Capital Management’s Wintrust Financial WTFC Stock Holding History

Prelude Capital 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
2024 Q4	–	Sell	-8,150	Closed	-$885K	–	1594
2024 Q3	$885K	Buy	+8,150	New	+$850K	0.05%	420
2023 Q2	–	Sell	-8,112	Closed	-$592K	–	1373
2023 Q1	$592K	Buy	+8,112	New	+$694K	0.04%	407
2022 Q1	–	Sell	-2,345	Closed	-$213K	–	2284
2021 Q4	$213K	Buy	+2,345	New	+$209K	0.01%	1532
2020 Q2	–	Sell	-867	Closed	-$28K	–	2294
2020 Q1	$28K	Buy	+867	New	+$48.1K	﹤0.01%	903
2015 Q1	–	Sell	-800	Closed	-$37K	–	2219
2014 Q4	$37K	Buy	+800	New	+$36.2K	0.01%	1474
2013 Q4	–	Sell	-80	Closed	-$3K	–	1956
2013 Q3	$3K	Buy	+80	New	+$3.25K	﹤0.01%	1611

Other funds holding WTFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prelude Capital Management's WTFC Position: Q4 2024 in Review

Prelude Capital Management sold out of Wintrust Financial (WTFC) in Q4 2024, closing a stake of 8,150 shares — an estimated $885K sold.

Prelude Capital Management first reported a position in WTFC in Q3 2013 and held it in 6 quarters. The position peaked at $885K in Q3 2024. 445 funds tracked by Wall St. Rank hold WTFC as of Q4 2024.

Prelude Capital Management reported no remaining Wintrust Financial position as of Q4 2024 after selling out during the quarter.
Prelude Capital Management sold 8,150 Wintrust Financial shares in Q4 2024, an estimated $885K.
Prelude Capital Management first reported a position in Wintrust Financial in Q3 2013 and held it in 6 quarters.
Prelude Capital Management's Wintrust Financial position peaked at $885K in Q3 2024.
445 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2024.

Based on Prelude Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.