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Telemus Capital’s Wintrust Financial WTFC Stock Holding History

Telemus Capital’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
2023
Q4 		$582K Buy
6,270
+795
+15% +$65.7K 0.05% 219
2023
Q3 		$413K Buy
5,475
+405
+8% +$31.9K 0.04% 235
2023
Q2 		$368K Buy
5,070
+1,854
+58% +$126K 0.03% 249
2023
Q1 		$235K Buy
3,216
+783
+32% +$67K 0.02% 291
2022
Q4 		$208K Buy
+2,433
New +$215K 0.02% 316
2022
Q3 		– Sell
-2,659
Closed -$213K – 346
2022
Q2 		$213K Sell
2,659
-6
-0.2% -$517 0.02% 326
2022
Q1 		$248K Sell
2,665
-104
-4% -$10.1K 0.02% 301
2021
Q4 		$251K Buy
2,769
+266
+11% +$23.7K 0.02% 327
2021
Q3 		$201K Buy
+2,503
New +$185K 0.02% 337
2018
Q1 		– Sell
-150
Closed -$12K – 569
2017
Q4 		$12K Buy
+150
New +$12.1K ﹤0.01% 507

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Telemus Capital's WTFC Position: Q4 2023 in Review

Telemus Capital increased its Wintrust Financial (WTFC) stake by 15% in Q4 2023, buying an estimated $65.7K and bringing the position to 6,270 shares worth $582K. The position accounts for 0.05% of the portfolio, ranked #219.

Telemus Capital first reported a position in WTFC in Q4 2017 and has held it in 10 quarters since. 395 funds tracked by Wall St. Rank hold WTFC as of Q4 2023.

  • Telemus Capital held 6,270 shares of Wintrust Financial worth $582K as of Q4 2023.
  • Telemus Capital bought 795 Wintrust Financial shares in Q4 2023, an estimated $65.7K.
  • Wintrust Financial made up 0.05% of Telemus Capital's portfolio in Q4 2023, its #219 holding.
  • Telemus Capital first reported a position in Wintrust Financial in Q4 2017 and has held it in 10 quarters since.
  • 395 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.