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Wintrust Investments’s Wintrust Financial WTFC Stock Holding History

Wintrust Investments’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
Q4 		$57K Sell
460
-99
-18% -$12.2K 0.05% 236
2024
Q3 		$60K Sell
559
-1,733
-76% -$181K 0.04% 291
2024
Q2 		$226K Hold
2,292
– – 0.02% 432
2024
Q1 		$239K Hold
2,292
– – 0.02% 416
2023
Q4 		$213K Sell
2,292
-1,998
-47% -$165K 0.02% 417
2023
Q3 		$324K Hold
4,290
– – 0.03% 318
2023
Q2 		$312K Buy
+4,290
New +$293K 0.03% 333
2023
Q1 		– Sell
-2,708
Closed -$229K – 406
2022
Q4 		$229K Sell
2,708
-100
-4% -$8.83K 0.03% 332
2022
Q3 		$229K Buy
2,808
+100
+4% +$8.49K 0.03% 360
2022
Q2 		$217K Hold
2,708
– – 0.03% 350
2022
Q1 		$252K Buy
2,708
+127
+5% +$12.4K 0.02% 350
2021
Q4 		$234K Hold
2,581
– – 0.02% 381
2021
Q3 		$207K Buy
+2,581
New +$191K 0.03% 262
2021
Q2 		– Sell
-5,259
Closed -$399K – 448
2021
Q1 		$399K Buy
+5,259
New +$376K 0.04% 287
2020
Q4 		– Sell
-5,381
Closed -$216K – 353
2020
Q3 		$216K Buy
+5,381
New +$230K 0.03% 316
2020
Q1 		– Sell
-2,959
Closed -$210K – 371
2019
Q4 		$210K Buy
+2,959
New +$197K 0.03% 337
2019
Q3 		– Sell
-3,258
Closed -$238K – 387
2019
Q2 		$238K Sell
3,258
-15
-0.5% -$1.1K 0.04% 326
2019
Q1 		$220K Hold
3,273
– – 0.04% 320
2018
Q4 		$218K Hold
3,273
– – 0.04% 299
2018
Q3 		$278K Sell
3,273
-704
-18% -$62.7K 0.05% 295
2018
Q2 		$346K Sell
3,977
-198
-5% -$18.2K 0.06% 262
2018
Q1 		$359K Buy
4,175
+362
+9% +$31.2K 0.09% 175
2017
Q4 		$314K Buy
3,813
+808
+27% +$65.1K 0.07% 223
2017
Q3 		$235K Sell
3,005
-228
-7% -$16.9K 0.06% 246
2017
Q2 		$247K Buy
+3,233
New +$231K 0.07% 253
2017
Q1 		– Sell
-2,889
Closed -$210K – 312
2016
Q4 		$210K Buy
+2,889
New +$179K 0.09% 195

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wintrust Investments's WTFC Position: Q4 2024 in Review

Wintrust Investments reduced its Wintrust Financial (WTFC) stake by 18% in Q4 2024, selling an estimated $12.2K and leaving 460 shares worth $57K. The position accounts for 0.05% of the portfolio, ranked #236.

Wintrust Investments first reported a position in WTFC in Q4 2016 and has held it in 26 quarters since. The position peaked at $399K in Q1 2021. 444 funds tracked by Wall St. Rank hold WTFC as of Q4 2024.

  • Wintrust Investments held 460 shares of Wintrust Financial worth $57K as of Q4 2024.
  • Wintrust Investments sold 99 Wintrust Financial shares in Q4 2024, an estimated $12.2K.
  • Wintrust Financial made up 0.05% of Wintrust Investments's portfolio in Q4 2024, its #236 holding.
  • Wintrust Investments first reported a position in Wintrust Financial in Q4 2016 and has held it in 26 quarters since.
  • Wintrust Investments's Wintrust Financial position peaked at $399K in Q1 2021.
  • 444 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2024.

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