Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WCM Investment Management’s
Wintrust Financial
WTFC
Stock Holding History
WCM Investment Management’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
2017
Q1
–
Sell
-19,695
Closed
-$1.43M
–
157
2016
Q4
$1.43M
Sell
19,695
-82,810
-81%
-$5.14M
0.02%
100
2016
Q3
$5.7M
Sell
102,505
-91,384
-47%
-$4.92M
0.07%
68
2016
Q2
$9.89M
Sell
193,889
-37,980
-16%
-$1.9M
0.16%
44
2016
Q1
$10.3M
Sell
231,869
-1,061
-0.5%
-$45.5K
0.16%
52
2015
Q4
$11.3M
Sell
232,930
-21,395
-8%
-$1.09M
0.23%
52
2015
Q3
$13.6M
Sell
254,325
-20,384
-7%
-$1.08M
0.34%
35
2015
Q2
$14.7M
Buy
+274,709
New
+$13.8M
0.33%
47
Other funds holding WTFC
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
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
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
PIM
Perkins Investment Management
Chicago, Illinois
$8.09B AUM
25.47%
1-Year Est. Return
WHG
Westwood Holdings Group
Dallas, Texas
$13.7B AUM
21.48%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close