Weld Capital Management’s Wintrust Financial WTFC Stock Holding History

Weld Capital 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
2021 Q3	–	Sell	-4,466	Closed	-$338K	–	194
2021 Q2	$338K	Buy	+4,466	New	+$349K	0.34%	121
2019 Q4	–	Sell	-17,158	Closed	-$1.11M	–	967
2019 Q3	$1.11M	Buy	+17,158	New	+$1.14M	0.2%	141
2019 Q2	–	Sell	-21,187	Closed	-$1.43M	–	950
2019 Q1	$1.43M	Buy	+21,187	New	+$1.51M	0.26%	114

Other funds holding WTFC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Weld Capital Management's WTFC Position: Q3 2021 in Review

Weld Capital Management sold out of Wintrust Financial (WTFC) in Q3 2021, closing a stake of 4,466 shares — an estimated $338K sold.

Weld Capital Management first reported a position in WTFC in Q1 2019 and held it in 3 quarters. The position peaked at $1.43M in Q1 2019. 305 funds tracked by Wall St. Rank hold WTFC as of Q3 2021.

Weld Capital Management reported no remaining Wintrust Financial position as of Q3 2021 after selling out during the quarter.
Weld Capital Management sold 4,466 Wintrust Financial shares in Q3 2021, an estimated $338K.
Weld Capital Management first reported a position in Wintrust Financial in Q1 2019 and held it in 3 quarters.
Weld Capital Management's Wintrust Financial position peaked at $1.43M in Q1 2019.
305 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.