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Vest Financial’s Wintrust Financial WTFC Stock Holding History

Vest Financial’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 		$7.19M Buy
51,745
+5,770
+13% +$836K 0.09% 180
2025
Q4 		$6.43M Sell
45,975
-77,534
-63% -$10.3M 0.08% 175
2025
Q3 		$16.4M Buy
123,509
+11,273
+10% +$1.49M 0.21% 127
2025
Q2 		$13.9M Buy
112,236
+11,008
+11% +$1.26M 0.2% 126
2025
Q1 		$11.4M Buy
101,228
+81,422
+411% +$10.1M 0.18% 126
2024
Q4 		$2.47M Buy
19,806
+6,081
+44% +$751K 0.04% 154
2024
Q3 		$1.49M Buy
13,725
+1,931
+16% +$201K 0.03% 175
2024
Q2 		$1.16M Buy
11,794
+3,300
+39% +$323K 0.03% 136
2024
Q1 		$887K Buy
8,494
+5,946
+233% +$574K 0.02% 160
2023
Q4 		$236K Buy
+2,548
New +$211K 0.01% 186

Other funds holding WTFC

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return