Shaker Investments’s Wintrust Financial WTFC Stock Holding History

Shaker Investments’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	$4.32M	Sell	26,894 -185	-0.7%	-$27.8K	1.55%	19
2026 Q1	$3.76M	Buy	+27,079	New	+$3.92M	1.71%	14
2025 Q4	–	Sell	-26,185	Closed	-$3.47M	–	106
2025 Q3	$3.47M	Sell	26,185 -150	-0.6%	-$19.8K	1.39%	23
2025 Q2	$3.27M	Sell	26,335 -1,673	-6%	-$192K	1.34%	28
2025 Q1	$3.15M	Sell	28,008 -689	-2%	-$85.1K	1.52%	23
2024 Q4	$3.58M	Sell	28,697 -231	-0.8%	-$28.5K	1.5%	22
2024 Q3	$3.14M	Buy	28,928 +96	+0.3%	+$10K	1.31%	27
2024 Q2	$2.84M	Sell	28,832 -5,424	-16%	-$531K	1.24%	28
2024 Q1	$3.58M	Buy	34,256 +112	+0.3%	+$10.8K	1.51%	17
2023 Q4	$3.17M	Buy	34,144 +9	+0%	+$744	1.48%	23
2023 Q3	$2.58M	Buy	34,135 +17,041	+100%	+$1.34M	1.42%	27
2023 Q2	$1.24M	Sell	17,094 -2,252	-12%	-$154K	0.63%	53
2023 Q1	$1.41M	Buy	+19,346	New	+$1.65M	0.79%	45

Other funds holding WTFC

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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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

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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return