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Provenance Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

Provenance Wealth Advisors’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
-13
Closed -$1.46K – 551
2025
Q1 		$1.46K Hold
13
– – ﹤0.01% 432
2024
Q4 		$1.62K Hold
13
– – ﹤0.01% 444
2024
Q3 		$1.41K Hold
13
– – ﹤0.01% 500
2024
Q2 		$1.28K Hold
13
– – ﹤0.01% 421
2024
Q1 		$1.36K Hold
13
– – ﹤0.01% 448
2023
Q4 		$1.21K Buy
13
+1
+8% +$83 ﹤0.01% 507
2023
Q3 		$906 Buy
+12
New +$944 ﹤0.01% 416

Other funds holding WTFC

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

Provenance Wealth Advisors's WTFC Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Wintrust Financial (WTFC) in Q2 2025, closing a stake of 13 shares — an estimated $1.46K sold.

Provenance Wealth Advisors first reported a position in WTFC in Q3 2023 and held it in 7 quarters. The position peaked at $1.62K in Q4 2024. 471 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining Wintrust Financial position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 13 Wintrust Financial shares in Q2 2025, an estimated $1.46K.
  • Provenance Wealth Advisors first reported a position in Wintrust Financial in Q3 2023 and held it in 7 quarters.
  • Provenance Wealth Advisors's Wintrust Financial position peaked at $1.62K in Q4 2024.
  • 471 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.