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Providence Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

Providence 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
Q3 		– Sell
-1,624
Closed -$201K – 88
2025
Q2 		$201K Buy
+1,624
New +$186K 0.14% 81
2025
Q1 		– Sell
-1,738
Closed -$222K – 88
2024
Q4 		$222K Buy
+1,738
New +$215K 0.17% 71

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Providence Wealth Advisors's WTFC Position: Q3 2025 in Review

Providence Wealth Advisors sold out of Wintrust Financial (WTFC) in Q3 2025, closing a stake of 1,624 shares — an estimated $201K sold.

Providence Wealth Advisors first reported a position in WTFC in Q4 2024 and held it in 2 quarters. The position peaked at $222K in Q4 2024. 476 funds tracked by Wall St. Rank hold WTFC as of Q3 2025.

  • Providence Wealth Advisors reported no remaining Wintrust Financial position as of Q3 2025 after selling out during the quarter.
  • Providence Wealth Advisors sold 1,624 Wintrust Financial shares in Q3 2025, an estimated $201K.
  • Providence Wealth Advisors first reported a position in Wintrust Financial in Q4 2024 and held it in 2 quarters.
  • Providence Wealth Advisors's Wintrust Financial position peaked at $222K in Q4 2024.
  • 476 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2025.

Based on Providence Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.