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TownSquare Capital’s Wintrust Financial WTFC Stock Holding History

TownSquare 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
2025
Q2 		– Sell
-3,007
Closed -$338K – 1610
2025
Q1 		$338K Buy
3,007
+382
+15% +$47.2K ﹤0.01% 1298
2024
Q4 		$327K Sell
2,625
-7
-0.3% -$865 ﹤0.01% 1204
2024
Q3 		$286K Buy
+2,632
New +$274K ﹤0.01% 1187

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TownSquare Capital's WTFC Position: Q2 2025 in Review

TownSquare Capital sold out of Wintrust Financial (WTFC) in Q2 2025, closing a stake of 3,007 shares — an estimated $338K sold.

TownSquare Capital first reported a position in WTFC in Q3 2024 and held it in 3 quarters. The position peaked at $338K in Q1 2025. 471 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

  • TownSquare Capital reported no remaining Wintrust Financial position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 3,007 Wintrust Financial shares in Q2 2025, an estimated $338K.
  • TownSquare Capital first reported a position in Wintrust Financial in Q3 2024 and held it in 3 quarters.
  • TownSquare Capital's Wintrust Financial position peaked at $338K in Q1 2025.
  • 471 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.