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Sierra Ocean’s Wintrust Financial WTFC Stock Holding History

Sierra Ocean’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
Q3 		– Sell
-13
Closed -$1.61K – 979
2025
Q2 		$1.61K Hold
13
– – ﹤0.01% 802
2025
Q1 		$1.46K Hold
13
– – ﹤0.01% 839
2024
Q4 		$1.62K Buy
+13
New +$1.61K ﹤0.01% 823

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sierra Ocean's WTFC Position: Q3 2025 in Review

Sierra Ocean sold out of Wintrust Financial (WTFC) in Q3 2025, closing a stake of 13 shares — an estimated $1.61K sold.

Sierra Ocean first reported a position in WTFC in Q4 2024 and held it in 3 quarters. The position peaked at $1.62K in Q4 2024. 478 funds tracked by Wall St. Rank hold WTFC as of Q3 2025.

  • Sierra Ocean reported no remaining Wintrust Financial position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 13 Wintrust Financial shares in Q3 2025, an estimated $1.61K.
  • Sierra Ocean first reported a position in Wintrust Financial in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Wintrust Financial position peaked at $1.62K in Q4 2024.
  • 478 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.