William Blair Investment Management
WTFC icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair Investment Management's WTFC Position: Q2 2024 in Review

William Blair Investment Management sold out of Wintrust Financial (WTFC) in Q2 2024, closing a stake of 272,197 shares — an estimated $28.4M sold.

William Blair Investment Management first reported a position in WTFC in Q3 2019 and held it in 19 quarters. The position peaked at $43.7M in Q1 2022. 396 funds tracked by Wall St. Rank hold WTFC as of Q2 2024.

  • William Blair Investment Management reported no remaining Wintrust Financial position as of Q2 2024 after selling out during the quarter.
  • William Blair Investment Management sold 272,197 Wintrust Financial shares in Q2 2024, an estimated $28.4M.
  • William Blair Investment Management first reported a position in Wintrust Financial in Q3 2019 and held it in 19 quarters.
  • William Blair Investment Management's Wintrust Financial position peaked at $43.7M in Q1 2022.
  • 396 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2024.

Based on William Blair Investment Management's 13F filing for Q2 2024, filed 8 Aug 2024.