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 $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 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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return