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

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

Dimensional Fund Advisors

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

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

Capital International Investors

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group

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