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TFC Financial Management’s Wintrust Financial WTFC Stock Holding History

TFC Financial Management’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
2026
Q1 		$139 Hold
1
– – ﹤0.01% 836
2025
Q4 		$140 Hold
1
– – ﹤0.01% 819
2025
Q3 		$133 Hold
1
– – ﹤0.01% 850
2025
Q2 		$124 Hold
1
– – ﹤0.01% 848
2025
Q1 		$113 Hold
1
– – ﹤0.01% 801
2024
Q4 		$125 Hold
1
– – ﹤0.01% 800
2024
Q3 		$109 Hold
1
– – ﹤0.01% 833
2024
Q2 		$99 Buy
+1
New +$98 ﹤0.01% 828
2023
Q2 		– Sell
-3
Closed -$219 – 769
2023
Q1 		$219 Buy
+3
New +$257 ﹤0.01% 635

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return