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Stratos Wealth Partners’s Wintrust Financial WTFC Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-1,709
Closed -$213K – 1510
2024
Q4 		$213K Sell
1,709
-419
-20% -$51.8K ﹤0.01% 1324
2024
Q3 		$231K Buy
+2,128
New +$222K ﹤0.01% 1271
2018
Q2 		– Sell
-85
Closed -$7K – 2606
2018
Q1 		$7K Buy
+85
New +$7.32K ﹤0.01% 2498

Other funds holding WTFC

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Stratos Wealth Partners's WTFC Position: Q1 2025 in Review

Stratos Wealth Partners sold out of Wintrust Financial (WTFC) in Q1 2025, closing a stake of 1,709 shares — an estimated $213K sold.

Stratos Wealth Partners first reported a position in WTFC in Q1 2018 and held it in 3 quarters. The position peaked at $231K in Q3 2024. 454 funds tracked by Wall St. Rank hold WTFC as of Q1 2025.

  • Stratos Wealth Partners reported no remaining Wintrust Financial position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,709 Wintrust Financial shares in Q1 2025, an estimated $213K.
  • Stratos Wealth Partners first reported a position in Wintrust Financial in Q1 2018 and held it in 3 quarters.
  • Stratos Wealth Partners's Wintrust Financial position peaked at $231K in Q3 2024.
  • 454 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.