WG
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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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return