Simplex Trading’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-300
| Closed | -$37K | – | 10216 |
|
|
2025
Q2 | $37K | Buy |
+300
| New | +$34.4K | ﹤0.01% | 6222 |
|
|
2025
Q1 | – | Sell |
-400
| Closed | -$49K | – | 9845 |
|
|
2024
Q4 | $49K | Buy |
+400
| New | +$49.4K | ﹤0.01% | 5899 |
|
|
2024
Q2 | – | Sell |
-1,700
| Closed | -$177K | – | 9967 |
|
|
2024
Q1 | $177K | Buy |
1,700
+1,500
| +750% | +$145K | ﹤0.01% | 4994 |
|
|
2023
Q4 | $18K | Sell |
200
-22,600
| -99% | -$1.87M | ﹤0.01% | 7033 |
|
|
2023
Q3 | $1.72M | Hold |
22,800
| – | – | ﹤0.01% | 2206 |
|
|
2023
Q2 | $1.66M | Buy |
22,800
+20,900
| +1,100% | +$1.43M | ﹤0.01% | 2134 |
|
|
2023
Q1 | $138K | Buy |
1,900
+1,600
| +533% | +$137K | ﹤0.01% | 4784 |
|
|
2022
Q4 | $25K | Buy |
300
+100
| +50% | +$8.83K | ﹤0.01% | 6668 |
|
|
2022
Q3 | $16K | Buy |
200
+100
| +100% | +$8.49K | ﹤0.01% | 7786 |
|
|
2022
Q2 | $8K | Buy |
+100
| New | +$8.61K | ﹤0.01% | 8510 |
|
|
2021
Q4 | – | Sell |
-1,500
| Closed | -$114K | – | 11586 |
|
|
2021
Q3 | $114K | Hold |
1,500
| – | – | ﹤0.01% | 6438 |
|
|
2021
Q2 | $113K | Buy |
1,500
+1,499
| +149,900% | +$117K | ﹤0.01% | 6552 |
|
|
2021
Q1 | $7K | Sell |
1
-36
| -97% | -$2.57K | ﹤0.01% | 8103 |
|
|
2020
Q4 | $226K | Sell |
37
-9
| -20% | -$484 | ﹤0.01% | 4444 |
|
|
2020
Q3 | $184K | Sell |
46
-8
| -15% | -$342 | ﹤0.01% | 4221 |
|
|
2020
Q2 | $235K | Buy |
54
+46
| +575% | +$1.84K | ﹤0.01% | 3822 |
|
|
2020
Q1 | $26K | Buy |
8
+6
| +300% | +$333 | ﹤0.01% | 5749 |
|
|
2019
Q4 | $14K | Sell |
2
-9
| -82% | -$600 | ﹤0.01% | 6209 |
|
|
2019
Q3 | $71K | Buy |
+11
| New | +$729 | ﹤0.01% | 4686 |
|
|
2019
Q2 | – | Sell |
-4
| Closed | -$26K | – | 7890 |
|
|
2019
Q1 | $26K | Sell |
4
-32
| -89% | -$2.29K | ﹤0.01% | 5541 |
|
|
2018
Q4 | $239K | Buy |
36
+35
| +3,500% | +$2.66K | ﹤0.01% | 2956 |
|
|
2018
Q3 | $8K | Buy |
+1
| New | +$89 | ﹤0.01% | 6547 |
|
|
2017
Q3 | – | Sell |
-30
| Closed | -$7K | – | 6758 |
|
|
2017
Q2 | $7K | Sell |
30
-233
| -89% | -$16.7K | ﹤0.01% | 4337 |
|
|
2017
Q1 | $32K | Buy |
263
+246
| +1,447% | +$17.7K | ﹤0.01% | 2791 |
|
|
2016
Q4 | $19K | Buy |
+17
| New | +$1.06K | ﹤0.01% | 3087 |
|
Other funds holding WTFC
VPM
VCM
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. 476 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.
- 476 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.