WI
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Wintrust Investments’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Wintrust Investments’s Portfolio DIVI Stock Details DIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$66K Buy
2,205
+513
+30% +$16.1K 0.06% 212
2024
Q3 		$56K Buy
+1,692
New +$54.4K 0.04% 301

Other funds holding DIVI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Wintrust Investments's DIVI Position: Q4 2024 in Review

Wintrust Investments increased its Franklin International Core Dividend Tilt Index ETF (DIVI) stake by 30% in Q4 2024, buying an estimated $16.1K and bringing the position to 2,205 shares worth $66K. The position accounts for 0.06% of the portfolio, ranked #212.

Wintrust Investments first reported a position in DIVI in Q3 2024 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold DIVI as of Q4 2024.

  • Wintrust Investments held 2,205 shares of Franklin International Core Dividend Tilt Index ETF worth $66K as of Q4 2024.
  • Wintrust Investments bought 513 Franklin International Core Dividend Tilt Index ETF shares in Q4 2024, an estimated $16.1K.
  • Franklin International Core Dividend Tilt Index ETF made up 0.06% of Wintrust Investments's portfolio in Q4 2024, its #212 holding.
  • Wintrust Investments first reported a position in Franklin International Core Dividend Tilt Index ETF in Q3 2024 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.