PCM
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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 – 1622
2024
Q3 		$885K Buy
+8,150
New +$850K 0.07% 420
2023
Q2 		– Sell
-8,112
Closed -$592K – 1417
2023
Q1 		$592K Buy
+8,112
New +$694K 0.04% 407
2022
Q1 		– Sell
-2,345
Closed -$213K – 2427
2021
Q4 		$213K Buy
+2,345
New +$209K 0.01% 1532
2020
Q2 		– Sell
-867
Closed -$28K – 2502
2020
Q1 		$28K Buy
+867
New +$48.1K 0.01% 903
2015
Q1 		– Sell
-800
Closed -$37K – 2237
2014
Q4 		$37K Buy
+800
New +$36.2K 0.01% 1474
2013
Q4 		– Sell
-80
Closed -$3K – 1977
2013
Q3 		$3K Buy
+80
New +$3.25K ﹤0.01% 1611

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return