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Vident Investment Advisory’s Wintrust Financial WTFC Stock Holding History

Vident Investment Advisory’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
2021
Q2 		– Sell
-9,064
Closed -$687K – 1117
2021
Q1 		$687K Buy
+9,064
New +$648K 0.02% 707

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State Street
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Dimensional Fund Advisors
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vident Investment Advisory's WTFC Position: Q2 2021 in Review

Vident Investment Advisory sold out of Wintrust Financial (WTFC) in Q2 2021, closing a stake of 9,064 shares — an estimated $687K sold.

Vident Investment Advisory first reported a position in WTFC in Q1 2021 and held it in 1 quarter. The position peaked at $687K in Q1 2021. 297 funds tracked by Wall St. Rank hold WTFC as of Q2 2021.

  • Vident Investment Advisory reported no remaining Wintrust Financial position as of Q2 2021 after selling out during the quarter.
  • Vident Investment Advisory sold 9,064 Wintrust Financial shares in Q2 2021, an estimated $687K.
  • Vident Investment Advisory first reported a position in Wintrust Financial in Q1 2021 and held it in 1 quarter.
  • Vident Investment Advisory's Wintrust Financial position peaked at $687K in Q1 2021.
  • 297 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2021.

Based on Vident Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.