Wayfinding Financial’s Wintrust Financial WTFC Stock Holding History

Wayfinding 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
2025 Q2	–	Sell	-329	Closed	-$36K	–	722
2025 Q1	$36K	Buy	+329	New	+$40.7K	0.02%	431

Other funds holding WTFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wayfinding Financial's WTFC Position: Q2 2025 in Review

Wayfinding Financial sold out of Wintrust Financial (WTFC) in Q2 2025, closing a stake of 329 shares — an estimated $36K sold.

Wayfinding Financial first reported a position in WTFC in Q1 2025 and held it in 1 quarter. The position peaked at $36K in Q1 2025. 471 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

Wayfinding Financial reported no remaining Wintrust Financial position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 329 Wintrust Financial shares in Q2 2025, an estimated $36K.
Wayfinding Financial first reported a position in Wintrust Financial in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's Wintrust Financial position peaked at $36K in Q1 2025.
471 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.