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Washington Trust’s Wintrust Financial WTFC Stock Holding History

Washington Trust’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
Q2 		– Sell
-37
Closed -$4.16K – 738
2025
Q1 		$4.16K Hold
37
– – ﹤0.01% 671
2024
Q4 		$4.61K Buy
+37
New +$4.57K ﹤0.01% 745
2023
Q4 		– Sell
-18
Closed -$1.36K – 962
2023
Q3 		$1.36K Sell
18
-2
-10% -$157 ﹤0.01% 808
2023
Q2 		$1.45K Buy
20
+1
+5% +$68 ﹤0.01% 822
2023
Q1 		$1.39K Sell
19
-2
-10% -$171 ﹤0.01% 854
2022
Q4 		$1.77K Buy
21
+2
+11% +$177 ﹤0.01% 829
2022
Q3 		$2K Hold
19
– – ﹤0.01% 817
2022
Q2 		$2K Buy
19
+3
+19% +$258 ﹤0.01% 825
2022
Q1 		$1K Sell
16
-4
-20% -$390 ﹤0.01% 920
2021
Q4 		$2K Sell
20
-2
-9% -$178 ﹤0.01% 865
2021
Q3 		$2K Hold
22
– – ﹤0.01% 986
2021
Q2 		$2K Sell
22
-1
-4% -$78 ﹤0.01% 969
2021
Q1 		$2K Buy
23
+5
+28% +$357 ﹤0.01% 928
2020
Q4 		$1K Buy
+18
New +$968 ﹤0.01% 975

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Washington Trust's WTFC Position: Q2 2025 in Review

Washington Trust sold out of Wintrust Financial (WTFC) in Q2 2025, closing a stake of 37 shares — an estimated $4.16K sold.

Washington Trust first reported a position in WTFC in Q4 2020 and held it in 14 quarters. The position peaked at $4.61K in Q4 2024. 471 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

  • Washington Trust reported no remaining Wintrust Financial position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 37 Wintrust Financial shares in Q2 2025, an estimated $4.16K.
  • Washington Trust first reported a position in Wintrust Financial in Q4 2020 and held it in 14 quarters.
  • Washington Trust's Wintrust Financial position peaked at $4.61K in Q4 2024.
  • 471 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.