VI
WTFC icon

Versor Investments’s Wintrust Financial WTFC Stock Holding History

Versor Investments’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
-2,005
Closed -$250K – 974
2024
Q4 		$250K Sell
2,005
-3,100
-61% -$383K 0.04% 627
2024
Q3 		$554K Sell
5,105
-1,595
-24% -$166K 0.09% 381
2024
Q2 		$660K Hold
6,700
– – 0.12% 267
2024
Q1 		$699K Hold
6,700
– – 0.14% 237
2023
Q4 		$621K Buy
6,700
+1,700
+34% +$141K 0.13% 268
2023
Q3 		$378K Buy
+5,000
New +$393K 0.08% 407

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 $3.38T AUM 44.17% 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

Versor Investments's WTFC Position: Q1 2025 in Review

Versor Investments sold out of Wintrust Financial (WTFC) in Q1 2025, closing a stake of 2,005 shares — an estimated $250K sold.

Versor Investments first reported a position in WTFC in Q3 2023 and held it in 6 quarters. The position peaked at $699K in Q1 2024. 454 funds tracked by Wall St. Rank hold WTFC as of Q1 2025.

  • Versor Investments reported no remaining Wintrust Financial position as of Q1 2025 after selling out during the quarter.
  • Versor Investments sold 2,005 Wintrust Financial shares in Q1 2025, an estimated $250K.
  • Versor Investments first reported a position in Wintrust Financial in Q3 2023 and held it in 6 quarters.
  • Versor Investments's Wintrust Financial position peaked at $699K in Q1 2024.
  • 454 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2025.

Based on Versor Investments's 13F filing for Q1 2025, filed 13 May 2025.