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Winton Group’s Wintrust Financial WTFC Stock Holding History

Winton Group’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
2023
Q2 		– Sell
-6,077
Closed -$443K – 1154
2023
Q1 		$443K Sell
6,077
-2,812
-32% -$240K 0.03% 733
2022
Q4 		$751K Buy
8,889
+170
+2% +$15K 0.05% 502
2022
Q3 		$711K Sell
8,719
-4,542
-34% -$386K 0.05% 533
2022
Q2 		$1.06M Sell
13,261
-4,816
-27% -$415K 0.06% 467
2022
Q1 		$1.68M Buy
18,077
+10,534
+140% +$1.03M 0.09% 300
2021
Q4 		$685K Buy
+7,543
New +$673K 0.04% 584
2018
Q4 		– Sell
-4,069
Closed -$346K – 1058
2018
Q3 		$346K Buy
4,069
+755
+23% +$67.2K 0.01% 761
2018
Q2 		$288K Buy
+3,314
New +$304K 0.01% 845

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winton Group's WTFC Position: Q2 2023 in Review

Winton Group sold out of Wintrust Financial (WTFC) in Q2 2023, closing a stake of 6,077 shares — an estimated $443K sold.

Winton Group first reported a position in WTFC in Q2 2018 and held it in 8 quarters. The position peaked at $1.68M in Q1 2022. 348 funds tracked by Wall St. Rank hold WTFC as of Q2 2023.

  • Winton Group reported no remaining Wintrust Financial position as of Q2 2023 after selling out during the quarter.
  • Winton Group sold 6,077 Wintrust Financial shares in Q2 2023, an estimated $443K.
  • Winton Group first reported a position in Wintrust Financial in Q2 2018 and held it in 8 quarters.
  • Winton Group's Wintrust Financial position peaked at $1.68M in Q1 2022.
  • 348 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2023.

Based on Winton Group's 13F filing for Q2 2023, filed 14 Aug 2023.