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Rise Advisors’s Wintrust Financial WTFC Stock Holding History

Rise 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
Q4 		– Sell
-144
Closed -$19.1K – 1445
2025
Q3 		$19.1K Buy
144
+1
+0.7% +$132 0.01% 603
2025
Q2 		$17.8K Hold
143
– – 0.01% 608
2025
Q1 		$16.1K Sell
143
-61
-30% -$7.54K 0.01% 642
2024
Q4 		$25.4K Buy
204
+1
+0.5% +$124 0.01% 493
2024
Q3 		$22.1K Buy
203
+1
+0.5% +$104 0.01% 628
2024
Q2 		$20K Hold
202
– – 0.01% 640
2024
Q1 		$21K Buy
+202
New +$19.5K 0.01% 614
2023
Q2 		– Sell
-6
Closed -$438 – 806
2023
Q1 		$438 Buy
+6
New +$513 ﹤0.01% 744

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rise Advisors's WTFC Position: Q4 2025 in Review

Rise Advisors sold out of Wintrust Financial (WTFC) in Q4 2025, closing a stake of 144 shares — an estimated $19.1K sold.

Rise Advisors first reported a position in WTFC in Q1 2023 and held it in 8 quarters. The position peaked at $25.4K in Q4 2024. 526 funds tracked by Wall St. Rank hold WTFC as of Q4 2025.

  • Rise Advisors reported no remaining Wintrust Financial position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 144 Wintrust Financial shares in Q4 2025, an estimated $19.1K.
  • Rise Advisors first reported a position in Wintrust Financial in Q1 2023 and held it in 8 quarters.
  • Rise Advisors's Wintrust Financial position peaked at $25.4K in Q4 2024.
  • 526 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.