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
2026
Q1 		$13.9K Buy
+100
New +$14.5K ﹤0.01% 7058
2024
Q2 		– Sell
-400
Closed -$41K – 9968
2024
Q1 		$41K Buy
+400
New +$38.6K ﹤0.01% 6449
2023
Q2 		– Sell
-200
Closed -$14K – 10086
2023
Q1 		$14K Buy
+200
New +$17.1K ﹤0.01% 7272
2022
Q4 		– Sell
-100
Closed -$8K – 10599
2022
Q3 		$8K Sell
100
-4,500
-98% -$382K ﹤0.01% 8457
2022
Q2 		$368K Buy
+4,600
New +$396K ﹤0.01% 3844
2021
Q4 		– Sell
-9,200
Closed -$701K – 11588
2021
Q3 		$701K Hold
9,200
– – ﹤0.01% 3602
2021
Q2 		$695K Buy
9,200
+9,199
+919,900% +$719K ﹤0.01% 3663
2021
Q1 		$7K Sell
1
-3
-75% -$214 ﹤0.01% 8104
2020
Q4 		$24K Buy
+4
New +$215 ﹤0.01% 6859
2020
Q3 		– Sell
-133
Closed -$580K – 8639
2020
Q2 		$580K Buy
133
+105
+375% +$4.19K ﹤0.01% 2732
2020
Q1 		$92K Buy
28
+27
+2,700% +$1.5K ﹤0.01% 4469
2019
Q4 		$7K Hold
1
– – ﹤0.01% 6582
2019
Q3 		$6K Sell
1
-51
-98% -$3.38K ﹤0.01% 6551
2019
Q2 		$380K Buy
52
+2
+4% +$146 ﹤0.01% 2843
2019
Q1 		$336K Buy
50
+47
+1,567% +$3.36K ﹤0.01% 3076
2018
Q4 		$19K Sell
3
-159
-98% -$12.1K ﹤0.01% 5386
2018
Q3 		$1.38M Buy
+162
New +$14.4K ﹤0.01% 1566
2017
Q4 		– Sell
-101
Closed -$17K – 6798
2017
Q3 		$17K Buy
101
+17
+20% +$1.26K ﹤0.01% 3320
2017
Q2 		$38K Buy
84
+73
+664% +$5.23K ﹤0.01% 2651
2017
Q1 		$2K Sell
11
-34
-76% -$2.44K ﹤0.01% 5369
2016
Q4 		$2K Buy
+45
New +$2.79K ﹤0.01% 5147

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. 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.