WAM
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World Asset Management’s Wintrust Financial WTFC Stock Holding History

World 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
2018
Q4 		– Sell
-2,815
Closed -$239K – 1222
2018
Q3 		$239K Buy
2,815
+35
+1% +$3.12K 0.01% 1062
2018
Q2 		$242K Sell
2,780
-93
-3% -$8.54K 0.01% 1071
2018
Q1 		$247K Sell
2,873
-494
-15% -$42.5K 0.01% 1100
2017
Q4 		$277K Sell
3,367
-209
-6% -$16.8K 0.01% 1182
2017
Q3 		$280K Buy
3,576
+38
+1% +$2.82K 0.01% 1172
2017
Q2 		$270K Buy
3,538
+311
+10% +$22.3K 0.01% 1167
2017
Q1 		$223K Sell
3,227
-32
-1% -$2.3K 0.01% 1229
2016
Q4 		$237K Buy
+3,259
New +$202K 0.01% 1134

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State Street
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Millennium Management
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JP Morgan Chase
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return