Sachetta’s Wintrust Financial WTFC Stock Holding History

Sachetta’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 Q2	$6.27K	Buy	39 +2	+5%	+$301	﹤0.01%	590
2026 Q1	$5.14K	Hold	37	–	–	﹤0.01%	651
2025 Q4	$5.17K	Hold	37	–	–	﹤0.01%	535
2025 Q3	$4.9K	Hold	37	–	–	﹤0.01%	610
2025 Q2	$4.59K	Buy	37 +13	+54%	+$1.49K	﹤0.01%	609
2025 Q1	$2.7K	Hold	24	–	–	﹤0.01%	709
2024 Q4	$2.99K	Hold	24	–	–	﹤0.01%	719
2024 Q3	$2.6K	Hold	24	–	–	﹤0.01%	811
2024 Q2	$2.63K	Buy	24 +15	+167%	+$1.47K	﹤0.01%	750
2024 Q1	$835	Hold	9	–	–	﹤0.01%	961
2023 Q4	$835	Buy	+9	New	+$744	﹤0.01%	961

Other funds holding WTFC

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return