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Westfield Capital Management’s
Wintrust Financial
WTFC
Stock Holding History
Westfield 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
2026
Q1
$63.2M
Sell
455,222
-104,540
-19%
-$15.2M
0.27%
121
2025
Q4
$78.3M
Buy
559,762
+102,798
+22%
+$13.7M
0.33%
101
2025
Q3
$60.5M
Buy
456,964
+16,106
+4%
+$2.13M
0.25%
123
2025
Q2
$54.7M
Buy
440,858
+25,360
+6%
+$2.91M
0.23%
131
2025
Q1
$46.7M
Buy
415,498
+90,003
+28%
+$11.1M
0.23%
137
2024
Q4
$40.6M
Buy
325,495
+88,184
+37%
+$10.9M
0.18%
157
2024
Q3
$25.8M
Buy
237,311
+28,727
+14%
+$3M
0.12%
175
2024
Q2
$20.6M
Sell
208,584
-105,353
-34%
-$10.3M
0.1%
186
2024
Q1
$32.8M
Sell
313,937
-23,170
-7%
-$2.24M
0.17%
175
2023
Q4
$31.3M
Buy
+337,107
New
+$27.9M
0.18%
168
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
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$140B AUM
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1-Year Est. Return
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34.41%
1-Year Est. Return
Invesco
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$653B AUM
32.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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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
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