Westwood Holdings Group’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 | $27.9M | Buy |
225,183
+24,305
| +12% | +$3.01M | 0.21% | 150 |
|
|
2025
Q1 | $22.6M | Sell |
200,878
-103
| -0.1% | -$11.6K | 0.17% | 155 |
|
|
2024
Q4 | $25.1M | Sell |
200,981
-51,642
| -20% | -$6.44M | 0.19% | 153 |
|
|
2024
Q3 | $27.4M | Buy |
252,623
+64,340
| +34% | +$6.98M | 0.12% | 188 |
|
|
2024
Q2 | $18.6M | Buy |
188,283
+2,058
| +1% | +$203K | 0.09% | 204 |
|
|
2024
Q1 | $19.4M | Buy |
186,225
+27,660
| +17% | +$2.89M | 0.15% | 172 |
|
|
2023
Q4 | $14.7M | Sell |
158,565
-20,732
| -12% | -$1.92M | 0.12% | 178 |
|
|
2023
Q3 | $13.5M | Sell |
179,297
-6,303
| -3% | -$476K | 0.13% | 164 |
|
|
2023
Q2 | $13.5M | Buy |
185,600
+16,289
| +10% | +$1.18M | 0.12% | 175 |
|
|
2023
Q1 | $12.4M | Buy |
169,311
+19,565
| +13% | +$1.43M | 0.11% | 189 |
|
|
2022
Q4 | $12.7M | Buy |
149,746
+7,379
| +5% | +$624K | 0.11% | 181 |
|
|
2022
Q3 | $11.6M | Sell |
142,367
-419
| -0.3% | -$34.2K | 0.14% | 162 |
|
|
2022
Q2 | $11.4M | Buy |
142,786
+2,221
| +2% | +$178K | 0.12% | 182 |
|
|
2022
Q1 | $13.1M | Buy |
140,565
+58,388
| +71% | +$5.43M | 0.12% | 179 |
|
|
2021
Q4 | $7.46M | Sell |
82,177
-6,647
| -7% | -$604K | 0.07% | 212 |
|
|
2021
Q3 | $7.14M | Buy |
88,824
+6,705
| +8% | +$539K | 0.08% | 206 |
|
|
2021
Q2 | $6.21M | Sell |
82,119
-10,748
| -12% | -$813K | 0.06% | 215 |
|
|
2021
Q1 | $7.04M | Buy |
+92,867
| New | +$7.04M | 0.07% | 229 |
|
|
2019
Q2 | – | Sell |
-33,462
| Closed | -$2.25M | – | 530 |
|
|
2019
Q1 | $2.25M | Sell |
33,462
-269,478
| -89% | -$18.1M | 0.02% | 261 |
|
|
2018
Q4 | $20.1M | Sell |
302,940
-154,865
| -34% | -$10.3M | 0.23% | 132 |
|
|
2018
Q3 | $38.9M | Sell |
457,805
-55,713
| -11% | -$4.73M | 0.34% | 91 |
|
|
2018
Q2 | $44.7M | Sell |
513,518
-218,233
| -30% | -$19M | 0.38% | 88 |
|
|
2018
Q1 | $63M | Sell |
731,751
-20,467
| -3% | -$1.76M | 0.51% | 63 |
|
|
2017
Q4 | $62M | Sell |
752,218
-73,436
| -9% | -$6.05M | 0.47% | 69 |
|
|
2017
Q3 | $64.7M | Sell |
825,654
-113,703
| -12% | -$8.9M | 0.51% | 67 |
|
|
2017
Q2 | $71.6M | Sell |
939,357
-263,057
| -22% | -$20.1M | 0.58% | 60 |
|
|
2017
Q1 | $83.1M | Sell |
1,202,414
-68,641
| -5% | -$4.74M | 0.68% | 49 |
|
|
2016
Q4 | $92.2M | Sell |
1,271,055
-112,261
| -8% | -$8.15M | 0.75% | 33 |
|
|
2016
Q3 | $76.9M | Sell |
1,383,316
-88,274
| -6% | -$4.91M | 0.65% | 51 |
|
|
2016
Q2 | $75.1M | Sell |
1,471,590
-169,027
| -10% | -$8.62M | 0.67% | 51 |
|
|
2016
Q1 | $72.7M | Buy |
1,640,617
+145,444
| +10% | +$6.45M | 0.63% | 61 |
|
|
2015
Q4 | $72.5M | Sell |
1,495,173
-72,635
| -5% | -$3.52M | 0.63% | 58 |
|
|
2015
Q3 | $83.8M | Sell |
1,567,808
-159,733
| -9% | -$8.53M | 0.73% | 42 |
|
|
2015
Q2 | $92.2M | Sell |
1,727,541
-39,083
| -2% | -$2.09M | 0.69% | 51 |
|
|
2015
Q1 | $84.2M | Buy |
1,766,624
+5,339
| +0.3% | +$255K | 0.64% | 59 |
|
|
2014
Q4 | $82.4M | Buy |
1,761,285
+12,932
| +0.7% | +$605K | 0.64% | 62 |
|
|
2014
Q3 | $78.1M | Sell |
1,748,353
-12,199
| -0.7% | -$545K | 0.61% | 63 |
|
|
2014
Q2 | $81M | Buy |
1,760,552
+4,220
| +0.2% | +$194K | 0.6% | 69 |
|
|
2014
Q1 | $85.5M | Buy |
1,756,332
+136,835
| +8% | +$6.66M | 0.66% | 61 |
|
|
2013
Q4 | $74.7M | Sell |
1,619,497
-137,474
| -8% | -$6.34M | 0.57% | 72 |
|
|
2013
Q3 | $72.2M | Sell |
1,756,971
-53,481
| -3% | -$2.2M | 0.61% | 70 |
|
|
2013
Q2 | $69.3M | Buy |
+1,810,452
| New | +$69.3M | 0.61% | 71 |
|