Steph & Co’s Wintrust Financial WTFC Stock Holding History

Steph & Co’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	-645	Closed	-$80K	–	328
2025 Q2	$80K	Hold	645	–	–	0.03%	155
2025 Q1	$72.5K	Hold	645	–	–	0.03%	164
2024 Q4	$80.4K	Hold	645	–	–	0.03%	161
2024 Q3	$70K	Hold	645	–	–	0.02%	167
2024 Q2	$63.6K	Hold	645	–	–	0.02%	166
2024 Q1	$67.3K	Hold	645	–	–	0.02%	166
2023 Q4	$59.8K	Hold	645	–	–	0.03%	162
2023 Q3	$48.7K	Hold	645	–	–	0.03%	173
2023 Q2	$46.8K	Hold	645	–	–	0.03%	164
2023 Q1	$47.1K	Hold	645	–	–	0.03%	161
2022 Q4	$55K	Hold	645	–	–	0.03%	161
2022 Q3	$53K	Hold	645	–	–	0.04%	149
2022 Q2	$52K	Hold	645	–	–	0.03%	153
2022 Q1	$60K	Hold	645	–	–	0.04%	175
2021 Q4	$59K	Hold	645	–	–	0.03%	181
2021 Q3	$52K	Hold	645	–	–	0.03%	177
2021 Q2	$49K	Hold	645	–	–	0.03%	164
2021 Q1	$49K	Hold	645	–	–	0.03%	163
2020 Q4	$39K	Hold	645	–	–	0.03%	166
2020 Q3	$26K	Hold	645	–	–	0.02%	169
2020 Q2	$28K	Hold	645	–	–	0.03%	164
2020 Q1	$21K	Hold	645	–	–	0.02%	172
2019 Q4	$46K	Buy	+645	New	+$43K	0.04%	172

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steph & Co's WTFC Position: Q3 2025 in Review

Steph & Co sold out of Wintrust Financial (WTFC) in Q3 2025, closing a stake of 645 shares — an estimated $80K sold.

Steph & Co first reported a position in WTFC in Q4 2019 and held it in 23 quarters. The position peaked at $80.4K in Q4 2024. 478 funds tracked by Wall St. Rank hold WTFC as of Q3 2025.

Steph & Co reported no remaining Wintrust Financial position as of Q3 2025 after selling out during the quarter.
Steph & Co sold 645 Wintrust Financial shares in Q3 2025, an estimated $80K.
Steph & Co first reported a position in Wintrust Financial in Q4 2019 and held it in 23 quarters.
Steph & Co's Wintrust Financial position peaked at $80.4K in Q4 2024.
478 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2025.

Based on Steph & Co's 13F filing for Q3 2025, filed 6 Oct 2025.