Trust Company of Vermont’s Wintrust Financial WTFC Stock Holding History

Trust Company of Vermont’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 Q4	$88.6K	Buy	634 +8	+1%	+$1.06K	﹤0.01%	468
2025 Q3	$82.9K	Sell	626 -70	-10%	-$9.24K	﹤0.01%	485
2025 Q2	$86.3K	Hold	696	–	–	﹤0.01%	463
2025 Q1	$78.3K	Hold	696	–	–	﹤0.01%	454
2024 Q4	$86.8K	Sell	696 -155	-18%	-$19.1K	﹤0.01%	443
2024 Q3	$92.4K	Buy	851 +76	+10%	+$7.92K	﹤0.01%	421
2024 Q2	$76.4K	Hold	775	–	–	﹤0.01%	435
2024 Q1	$80.9K	Sell	775 -25	-3%	-$2.41K	﹤0.01%	413
2023 Q4	$74.2K	Sell	800 -200	-20%	-$16.5K	﹤0.01%	389
2023 Q3	$75.5K	Hold	1,000	–	–	0.01%	400
2023 Q2	$72.6K	Hold	1,000	–	–	﹤0.01%	429
2023 Q1	$73K	Hold	1,000	–	–	0.01%	437
2022 Q4	$84.5K	Hold	1,000	–	–	0.01%	407
2022 Q3	$82K	Hold	1,000	–	–	0.01%	412
2022 Q2	$80K	Buy	+1,000	New	+$86.1K	0.01%	417
2022 Q1	–	Sell	-1,000	Closed	-$91K	–	750
2021 Q4	$91K	Buy	+1,000	New	+$89.2K	0.01%	412
2021 Q3	–	Sell	-1,000	Closed	-$76K	–	724
2021 Q2	$76K	Hold	1,000	–	–	0.01%	438
2021 Q1	$76K	Hold	1,000	–	–	0.01%	425
2020 Q4	$61K	Hold	1,000	–	–	﹤0.01%	432
2020 Q3	$40K	Hold	1,000	–	–	﹤0.01%	453
2020 Q2	$44K	Buy	+1,000	New	+$39.9K	﹤0.01%	454

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Trust Company of Vermont's WTFC Position: Q4 2025 in Review

Trust Company of Vermont increased its Wintrust Financial (WTFC) stake by 1.3% in Q4 2025, buying an estimated $1.06K and bringing the position to 634 shares worth $88.6K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Trust Company of Vermont first reported a position in WTFC in Q2 2020 and has held it in 21 quarters since. The position peaked at $92.4K in Q3 2024. 525 funds tracked by Wall St. Rank hold WTFC as of Q4 2025.

Trust Company of Vermont held 634 shares of Wintrust Financial worth $88.6K as of Q4 2025.
Trust Company of Vermont bought 8 Wintrust Financial shares in Q4 2025, an estimated $1.06K.
Wintrust Financial made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #468 holding.
Trust Company of Vermont first reported a position in Wintrust Financial in Q2 2020 and has held it in 21 quarters since.
Trust Company of Vermont's Wintrust Financial position peaked at $92.4K in Q3 2024.
525 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.