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Wealthfront’s Wintrust Financial WTFC Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-464
Closed -$25K – 1084
2015
Q3 		$25K Buy
464
+375
+421% +$19.8K ﹤0.01% 677
2015
Q2 		$5K Buy
89
+61
+218% +$3.07K ﹤0.01% 1062
2015
Q1 		$1K Buy
28
+27
+2,700% +$1.25K ﹤0.01% 1150
2014
Q4 		$0 Buy
+1
New +$45 ﹤0.01% 1018

Other funds holding WTFC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealthfront's WTFC Position: Q4 2015 in Review

Wealthfront sold out of Wintrust Financial (WTFC) in Q4 2015, closing a stake of 464 shares — an estimated $25K sold.

Wealthfront first reported a position in WTFC in Q4 2014 and held it in 4 quarters. The position peaked at $25K in Q3 2015. 191 funds tracked by Wall St. Rank hold WTFC as of Q4 2015.

  • Wealthfront reported no remaining Wintrust Financial position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 464 Wintrust Financial shares in Q4 2015, an estimated $25K.
  • Wealthfront first reported a position in Wintrust Financial in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Wintrust Financial position peaked at $25K in Q3 2015.
  • 191 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.