Wolverine Asset Management’s Wintrust Financial WTFC Stock Holding History

Wolverine Asset Management’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 Q1	–	Sell	-2,966	Closed	-$275K	–	1905
2023 Q4	$275K	Buy	+2,966	New	+$245K	﹤0.01%	996
2018 Q4	–	Sell	-682	Closed	-$57K	–	1783
2018 Q3	$57K	Buy	682 +679	+22,633%	+$60.4K	﹤0.01%	1336
2018 Q2	$0	Hold	3	–	–	﹤0.01%	1617
2018 Q1	$0	Buy	+3	New	+$258	﹤0.01%	1711
2016 Q4	–	Sell	-887	Closed	-$49K	–	1342
2016 Q3	$49K	Hold	887	–	–	﹤0.01%	1058
2016 Q2	$45K	Hold	887	–	–	﹤0.01%	1047
2016 Q1	$39K	Buy	+887	New	+$38K	﹤0.01%	902
2015 Q3	–	Sell	-1,806	Closed	-$96K	–	2015
2015 Q2	$96K	Buy	+1,806	New	+$91K	﹤0.01%	1133

Other funds holding WTFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Wolverine Asset Management's WTFC Position: Q1 2024 in Review

Wolverine Asset Management sold out of Wintrust Financial (WTFC) in Q1 2024, closing a stake of 2,966 shares — an estimated $275K sold.

Wolverine Asset Management first reported a position in WTFC in Q2 2015 and held it in 8 quarters. The position peaked at $275K in Q4 2023. 387 funds tracked by Wall St. Rank hold WTFC as of Q1 2024.

Wolverine Asset Management reported no remaining Wintrust Financial position as of Q1 2024 after selling out during the quarter.
Wolverine Asset Management sold 2,966 Wintrust Financial shares in Q1 2024, an estimated $275K.
Wolverine Asset Management first reported a position in Wintrust Financial in Q2 2015 and held it in 8 quarters.
Wolverine Asset Management's Wintrust Financial position peaked at $275K in Q4 2023.
387 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2024.

Based on Wolverine Asset Management's 13F filing for Q1 2024, filed 13 May 2024.