WAM
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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 – 2043
2023
Q4 		$275K Buy
+2,966
New +$245K ﹤0.01% 996
2018
Q4 		– Sell
-682
Closed -$57K – 1877
2018
Q3 		$57K Buy
682
+679
+22,633% +$60.4K ﹤0.01% 1336
2018
Q2 		$0 Hold
3
– – ﹤0.01% 1696
2018
Q1 		$0 Buy
+3
New +$258 ﹤0.01% 1819
2016
Q4 		– Sell
-887
Closed -$49K – 1472
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 – 2165
2015
Q2 		$96K Buy
+1,806
New +$91K ﹤0.01% 1133

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Dimensional Fund Advisors
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State Street
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Victory Capital Management
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Capital International Investors
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JP Morgan Chase
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return