Westfield Capital Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.7M | Buy |
440,858
+25,360
| +6% | +$3.14M | 0.23% | 131 |
|
|
2025
Q1 | $46.7M | Buy |
415,498
+90,003
| +28% | +$10.1M | 0.23% | 137 |
|
|
2024
Q4 | $40.6M | Buy |
325,495
+88,184
| +37% | +$11M | 0.18% | 157 |
|
|
2024
Q3 | $25.8M | Buy |
237,311
+28,727
| +14% | +$3.12M | 0.12% | 175 |
|
|
2024
Q2 | $20.6M | Sell |
208,584
-105,353
| -34% | -$10.4M | 0.1% | 186 |
|
|
2024
Q1 | $32.8M | Sell |
313,937
-23,170
| -7% | -$2.42M | 0.17% | 175 |
|
|
2023
Q4 | $31.3M | Buy |
+337,107
| New | +$31.3M | 0.18% | 168 |
|