SEI Investments’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90M | Buy |
726,222
+27,727
| +4% | +$3.44M | 0.1% | 199 |
|
|
2025
Q1 | $78.6M | Sell |
698,495
-133
| -0% | -$15K | 0.1% | 224 |
|
|
2024
Q4 | $87.1M | Buy |
698,628
+505,293
| +261% | +$63M | 0.11% | 186 |
|
|
2024
Q3 | $21M | Buy |
193,335
+45,184
| +30% | +$4.9M | 0.03% | 637 |
|
|
2024
Q2 | $14.6M | Buy |
148,151
+29,839
| +25% | +$2.94M | 0.02% | 756 |
|
|
2024
Q1 | $12.4M | Buy |
118,312
+22,586
| +24% | +$2.36M | 0.02% | 814 |
|
|
2023
Q4 | $8.88M | Sell |
95,726
-6,100
| -6% | -$566K | 0.01% | 936 |
|
|
2023
Q3 | $7.69M | Sell |
101,826
-8,719
| -8% | -$658K | 0.01% | 970 |
|
|
2023
Q2 | $8.03M | Buy |
110,545
+48,214
| +77% | +$3.5M | 0.01% | 984 |
|
|
2023
Q1 | $4.55M | Buy |
62,331
+19,901
| +47% | +$1.45M | 0.01% | 1235 |
|
|
2022
Q4 | $3.59M | Sell |
42,430
-86,615
| -67% | -$7.32M | 0.01% | 1209 |
|
|
2022
Q3 | $10.5M | Sell |
129,045
-2,254
| -2% | -$184K | 0.02% | 743 |
|
|
2022
Q2 | $10.5M | Buy |
131,299
+28,614
| +28% | +$2.29M | 0.02% | 758 |
|
|
2022
Q1 | $9.54M | Buy |
102,685
+476
| +0.5% | +$44.2K | 0.02% | 796 |
|
|
2021
Q4 | $9.28M | Buy |
102,209
+35,027
| +52% | +$3.18M | 0.02% | 825 |
|
|
2021
Q3 | $5.4M | Sell |
67,182
-6,021
| -8% | -$484K | 0.01% | 1042 |
|
|
2021
Q2 | $5.53M | Sell |
73,203
-7,146
| -9% | -$540K | 0.01% | 1024 |
|
|
2021
Q1 | $6.08M | Sell |
80,349
-23,250
| -22% | -$1.76M | 0.02% | 925 |
|
|
2020
Q4 | $6.33M | Sell |
103,599
-13,420
| -11% | -$819K | 0.02% | 861 |
|
|
2020
Q3 | $4.69M | Sell |
117,019
-11,098
| -9% | -$445K | 0.01% | 905 |
|
|
2020
Q2 | $5.6M | Buy |
128,117
+48,489
| +61% | +$2.12M | 0.02% | 809 |
|
|
2020
Q1 | $2.62M | Sell |
79,628
-5,826
| -7% | -$192K | 0.01% | 1028 |
|
|
2019
Q4 | $6.05M | Sell |
85,454
-14,646
| -15% | -$1.04M | 0.02% | 811 |
|
|
2019
Q3 | $6.47M | Sell |
100,100
-6,680
| -6% | -$432K | 0.02% | 808 |
|
|
2019
Q2 | $7.81M | Buy |
106,780
+5,949
| +6% | +$435K | 0.03% | 696 |
|
|
2019
Q1 | $6.79M | Sell |
100,831
-17,191
| -15% | -$1.16M | 0.02% | 746 |
|
|
2018
Q4 | $10M | Sell |
118,022
-293
| -0.2% | -$24.8K | 0.04% | 547 |
|
|
2018
Q3 | $10M | Buy |
118,315
+5,853
| +5% | +$497K | 0.04% | 517 |
|
|
2018
Q2 | $9.79M | Sell |
112,462
-17,528
| -13% | -$1.53M | 0.03% | 588 |
|
|
2018
Q1 | $11.2M | Buy |
129,990
+34,991
| +37% | +$3.01M | 0.04% | 465 |
|
|
2017
Q4 | $7.83M | Buy |
94,999
+1,172
| +1% | +$96.5K | 0.03% | 705 |
|
|
2017
Q3 | $7.35M | Buy |
93,827
+11,442
| +14% | +$896K | 0.03% | 721 |
|
|
2017
Q2 | $6.3M | Buy |
82,385
+10,262
| +14% | +$784K | 0.03% | 739 |
|
|
2017
Q1 | $4.99M | Buy |
72,123
+3,036
| +4% | +$210K | 0.02% | 793 |
|
|
2016
Q4 | $5.01M | Buy |
69,087
+12,632
| +22% | +$917K | 0.02% | 763 |
|
|
2016
Q3 | $3.14M | Buy |
56,455
+3,198
| +6% | +$178K | 0.02% | 895 |
|
|
2016
Q2 | $2.72M | Buy |
53,257
+2,634
| +5% | +$134K | 0.02% | 895 |
|
|
2016
Q1 | $2.25M | Sell |
50,623
-95,114
| -65% | -$4.22M | 0.01% | 930 |
|
|
2015
Q4 | $7.07M | Buy |
145,737
+3,606
| +3% | +$175K | 0.04% | 528 |
|
|
2015
Q3 | $7.59M | Buy |
142,131
+6,911
| +5% | +$369K | 0.07% | 330 |
|
|
2015
Q2 | $7.22M | Buy |
135,220
+18,067
| +15% | +$964K | 0.07% | 358 |
|
|
2015
Q1 | $5.59M | Buy |
117,153
+19,284
| +20% | +$919K | 0.05% | 425 |
|
|
2014
Q4 | $4.58M | Buy |
+97,869
| New | +$4.58M | 0.04% | 461 |
|