S.A. Mason’s Wintrust Financial WTFC Stock Holding History

S.A. Mason’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	-2,205	Closed	-$248K	–	366
2025 Q1	$248K	Hold	2,205	–	–	0.13%	150
2024 Q4	$275K	Hold	2,205	–	–	0.14%	139
2024 Q3	$239K	Buy	+2,205	New	+$230K	0.13%	154

Other funds holding WTFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

S.A. Mason's WTFC Position: Q2 2025 in Review

S.A. Mason sold out of Wintrust Financial (WTFC) in Q2 2025, closing a stake of 2,205 shares — an estimated $248K sold.

S.A. Mason first reported a position in WTFC in Q3 2024 and held it in 3 quarters. The position peaked at $275K in Q4 2024. 471 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

S.A. Mason reported no remaining Wintrust Financial position as of Q2 2025 after selling out during the quarter.
S.A. Mason sold 2,205 Wintrust Financial shares in Q2 2025, an estimated $248K.
S.A. Mason first reported a position in Wintrust Financial in Q3 2024 and held it in 3 quarters.
S.A. Mason's Wintrust Financial position peaked at $275K in Q4 2024.
471 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

Based on S.A. Mason's 13F filing for Q2 2025, filed 14 Jul 2025.