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William Blair Investment Management’s
Wintrust Financial
WTFC
Stock Holding History
William Blair Investment 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
2024
Q2
–
Sell
-272,197
Closed
-$28.4M
–
456
2024
Q1
$28.4M
Sell
272,197
-105,390
-28%
-$10.2M
0.07%
252
2023
Q4
$35M
Sell
377,587
-39,263
-9%
-$3.25M
0.1%
200
2023
Q3
$31.5M
Sell
416,850
-77,710
-16%
-$6.11M
0.1%
200
2023
Q2
$35.9M
Sell
494,560
-79,696
-14%
-$5.43M
0.12%
184
2023
Q1
$41.9M
Buy
574,256
+62,493
+12%
+$5.34M
0.15%
142
2022
Q4
$43.3M
Buy
511,763
+20,154
+4%
+$1.78M
0.17%
131
2022
Q3
$40.1M
Buy
491,609
+27,028
+6%
+$2.29M
0.16%
135
2022
Q2
$37.2M
Sell
464,581
-5,354
-1%
-$461K
0.14%
164
2022
Q1
$43.7M
Buy
469,935
+229,942
+96%
+$22.4M
0.13%
171
2021
Q4
$21.8M
Buy
239,993
+4,419
+2%
+$394K
0.06%
283
2021
Q3
$18.9M
Sell
235,574
-112,844
-32%
-$8.33M
0.05%
319
2021
Q2
$26.4M
Buy
348,418
+43,954
+14%
+$3.43M
0.08%
192
2021
Q1
$23.1M
Buy
304,464
+71,420
+31%
+$5.1M
0.07%
203
2020
Q4
$14.2M
Buy
233,044
+28,537
+14%
+$1.54M
0.05%
245
2020
Q3
$8.19M
Buy
204,507
+5,714
+3%
+$244K
0.03%
290
2020
Q2
$8.67M
Sell
198,793
-12,434
-6%
-$496K
0.04%
262
2020
Q1
$6.94M
Buy
211,227
+131,314
+164%
+$7.29M
0.03%
263
2019
Q4
$5.67M
Sell
79,913
-7,378
-8%
-$492K
0.02%
320
2019
Q3
$5.64M
Buy
+87,291
New
+$5.79M
0.02%
316
Other funds holding WTFC
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
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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