Stephens Consulting’s Wintrust Financial WTFC Stock Holding History

Stephens Consulting’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	-1	Closed	-$124	–	1184
2025 Q2	$124	Buy	+1	New	+$115	﹤0.01%	1062

Other funds holding WTFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Stephens Consulting's WTFC Position: Q3 2025 in Review

Stephens Consulting sold out of Wintrust Financial (WTFC) in Q3 2025, closing a stake of 1 share — an estimated $124 sold.

Stephens Consulting first reported a position in WTFC in Q2 2025 and held it in 1 quarter. The position peaked at $124 in Q2 2025. 476 funds tracked by Wall St. Rank hold WTFC as of Q3 2025.

Stephens Consulting reported no remaining Wintrust Financial position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1 Wintrust Financial share in Q3 2025, an estimated $124.
Stephens Consulting first reported a position in Wintrust Financial in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Wintrust Financial position peaked at $124 in Q2 2025.
476 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.