SOW
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State of Wyoming’s Wintrust Financial WTFC Stock Holding History

State of Wyoming’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
Q4 		– Sell
-320
Closed -$42.4K – 2123
2025
Q3 		$42.4K Sell
320
-8
-2% -$1.06K ﹤0.01% 1615
2025
Q2 		$40.7K Buy
+328
New +$37.6K 0.01% 1610
2023
Q3 		– Sell
-1,653
Closed -$120K – 1843
2023
Q2 		$120K Buy
1,653
+527
+47% +$35.9K 0.04% 713
2023
Q1 		$82.1K Sell
1,126
-71
-6% -$6.07K 0.03% 884
2022
Q4 		$101K Buy
+1,197
New +$106K 0.03% 747

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return