Wipfli Financial Advisors’s Wintrust Financial WTFC Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$84K	Buy	+1,030	New	+$87.4K	0.01%	817

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wipfli Financial Advisors's WTFC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Wintrust Financial (WTFC) in Q3 2022: 1,030 shares worth $84K. The stake represents 0.01% of the portfolio and ranks #817 among its holdings.

354 funds tracked by Wall St. Rank hold WTFC as of Q3 2022.

Wipfli Financial Advisors held 1,030 shares of Wintrust Financial worth $84K as of Q3 2022.
Wintrust Financial was a new Wipfli Financial Advisors position in Q3 2022.
Wintrust Financial made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #817 holding.
354 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.