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Wilmington Savings Fund Society’s Wintrust Financial WTFC Stock Holding History

Wilmington Savings Fund Society’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
2025
Q3 		– Sell
-69
Closed -$8.55K – 2077
2025
Q2 		$8.55K Buy
69
+12
+21% +$1.38K ﹤0.01% 1658
2025
Q1 		$6.41K Sell
57
-8
-12% -$989 ﹤0.01% 1736
2024
Q4 		$8.11K Sell
65
-3
-4% -$371 ﹤0.01% 1704
2024
Q3 		$7.38K Buy
+68
New +$7.09K ﹤0.01% 1696

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wilmington Savings Fund Society's WTFC Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Wintrust Financial (WTFC) in Q3 2025, closing a stake of 69 shares — an estimated $8.55K sold.

Wilmington Savings Fund Society first reported a position in WTFC in Q3 2024 and held it in 4 quarters. The position peaked at $8.55K in Q2 2025. 477 funds tracked by Wall St. Rank hold WTFC as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Wintrust Financial position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 69 Wintrust Financial shares in Q3 2025, an estimated $8.55K.
  • Wilmington Savings Fund Society first reported a position in Wintrust Financial in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Wintrust Financial position peaked at $8.55K in Q2 2025.
  • 477 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.