SVB Wealth’s Wintrust Financial WTFC Stock Holding History

SVB Wealth’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 Q2	–	Sell	-422	Closed	-$47.5K	–	1637
2025 Q1	$47.5K	Buy	+422	New	+$52.2K	﹤0.01%	559

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 $3.38T AUM 44.17% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

SVB Wealth's WTFC Position: Q2 2025 in Review

SVB Wealth sold out of Wintrust Financial (WTFC) in Q2 2025, closing a stake of 422 shares — an estimated $47.5K sold.

SVB Wealth first reported a position in WTFC in Q1 2025 and held it in 1 quarter. The position peaked at $47.5K in Q1 2025. 471 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

SVB Wealth reported no remaining Wintrust Financial position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 422 Wintrust Financial shares in Q2 2025, an estimated $47.5K.
SVB Wealth first reported a position in Wintrust Financial in Q1 2025 and held it in 1 quarter.
SVB Wealth's Wintrust Financial position peaked at $47.5K in Q1 2025.
471 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.