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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 – 1446
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 – 807
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 $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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return