RFS
WTFC icon

Richardson Financial Services’s Wintrust Financial WTFC Stock Holding History

Richardson Financial Services’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
2026
Q1 		$56.3K Buy
405
+39
+11% +$5.65K 0.04% 284
2025
Q4 		$51.2K Buy
366
+54
+17% +$7.18K 0.02% 293
2025
Q3 		$41.3K Buy
312
+134
+75% +$17.7K 0.03% 306
2025
Q2 		$22.7K Buy
178
+107
+151% +$12.3K 0.02% 329
2025
Q1 		$7.99K Sell
71
-33
-32% -$4.08K 0.01% 411
2024
Q4 		$12.9K Sell
104
-24
-19% -$2.96K 0.01% 369
2024
Q3 		$12.6K Hold
128
– – 0.01% 387
2024
Q2 		$12.6K Buy
128
+53
+71% +$5.19K 0.01% 368
2024
Q1 		$7.83K Sell
75
-40
-35% -$3.86K 0.01% 425
2023
Q4 		$10.7K Buy
+115
New +$9.51K 0.01% 303

Other funds holding WTFC

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return