Simplex Trading
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Simplex Trading’s Wintrust Financial WTFC Stock Holding History

Simplex Trading’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
-18
Closed -$2K – 10217
2025
Q2 		$2K Buy
+18
New +$2.06K ﹤0.01% 8229
2025
Q1 		– Sell
-6,196
Closed -$772K – 9846
2024
Q4 		$772K Buy
+6,196
New +$765K ﹤0.01% 3112
2023
Q2 		– Sell
-151
Closed -$10.3K – 10085
2023
Q1 		$11K Sell
151
-747
-83% -$63.9K ﹤0.01% 7493
2022
Q4 		$75K Buy
898
+137
+18% +$12.1K ﹤0.01% 5403
2022
Q3 		$62K Sell
761
-2,117
-74% -$180K ﹤0.01% 6147
2022
Q2 		$230K Buy
2,878
+2,858
+14,290% +$246K ﹤0.01% 4440
2022
Q1 		$1K Buy
+20
New +$1.95K ﹤0.01% 10166
2021
Q4 		– Sell
-7,030
Closed -$627K – 11587
2021
Q3 		$536K Sell
7,030
-200
-3% -$14.8K ﹤0.01% 3995
2021
Q2 		$546K Buy
+7,230
New +$565K ﹤0.01% 4020
2020
Q3 		– Sell
-1,609
Closed -$68.8K – 8638
2020
Q2 		$70K Sell
1,609
-261
-14% -$10.4K ﹤0.01% 5174
2020
Q1 		$61K Buy
1,870
+738
+65% +$41K ﹤0.01% 4936
2019
Q4 		$80K Buy
1,132
+506
+81% +$33.7K ﹤0.01% 4737
2019
Q3 		$40K Sell
626
-1,397
-69% -$92.6K ﹤0.01% 5240
2019
Q2 		$148K Sell
2,023
-1,632
-45% -$119K ﹤0.01% 3784
2019
Q1 		$246K Buy
+3,655
New +$261K ﹤0.01% 3389
2018
Q4 		– Sell
-3,563
Closed -$271K – 7928
2018
Q3 		$302K Buy
+3,563
New +$317K ﹤0.01% 3174
2018
Q1 		– Sell
-11
Closed – – 6972
2017
Q4 		$0 Sell
11
-4,629
-100% -$373K ﹤0.01% 6797
2017
Q3 		$363K Buy
4,640
+2,285
+97% +$170K 0.01% 842
2017
Q2 		$180K Buy
+2,355
New +$169K 0.01% 1261
2016
Q4 		– Sell
-14
Closed -$869 – 6631
2016
Q3 		$0 Buy
+14
New +$753 ﹤0.01% 6546

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplex Trading's WTFC Position: Q3 2025 in Review

Simplex Trading sold out of Wintrust Financial (WTFC) in Q3 2025, closing a stake of 18 shares — an estimated $2K sold.

Simplex Trading first reported a position in WTFC in Q3 2016 and held it in 20 quarters. The position peaked at $772K in Q4 2024. 477 funds tracked by Wall St. Rank hold WTFC as of Q3 2025.

  • Simplex Trading reported no remaining Wintrust Financial position as of Q3 2025 after selling out during the quarter.
  • Simplex Trading sold 18 Wintrust Financial shares in Q3 2025, an estimated $2K.
  • Simplex Trading first reported a position in Wintrust Financial in Q3 2016 and held it in 20 quarters.
  • Simplex Trading's Wintrust Financial position peaked at $772K in Q4 2024.
  • 477 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.