TCA
WTFC icon

Trifecta Capital Advisors’s Wintrust Financial WTFC Stock Holding History

Trifecta Capital Advisors’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
Closed -$125 – 436
2024
Q4 		$125 Hold
1
– – ﹤0.01% 405
2024
Q3 		$109 Hold
1
– – ﹤0.01% 410
2024
Q2 		$99 Sell
1
-1,228
-100% -$120K ﹤0.01% 418
2024
Q1 		$128K Sell
1,229
-1,842
-60% -$178K 0.03% 98
2023
Q4 		$285K Hold
3,071
– – 0.08% 75
2023
Q3 		$232K Hold
3,071
– – 0.07% 79
2023
Q2 		$223K Hold
3,071
– – 0.07% 80
2023
Q1 		$224K Buy
+3,071
New +$263K 0.08% 80

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
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

Trifecta Capital Advisors's WTFC Position: Q1 2025 in Review

Trifecta Capital Advisors sold out of Wintrust Financial (WTFC) in Q1 2025, closing a stake of 1 share — an estimated $125 sold.

Trifecta Capital Advisors first reported a position in WTFC in Q1 2023 and held it in 8 quarters. The position peaked at $285K in Q4 2023. 453 funds tracked by Wall St. Rank hold WTFC as of Q1 2025.

  • Trifecta Capital Advisors reported no remaining Wintrust Financial position as of Q1 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 1 Wintrust Financial share in Q1 2025, an estimated $125.
  • Trifecta Capital Advisors first reported a position in Wintrust Financial in Q1 2023 and held it in 8 quarters.
  • Trifecta Capital Advisors's Wintrust Financial position peaked at $285K in Q4 2023.
  • 453 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2025.

Based on Trifecta Capital Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.