World Investment Advisors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Buy |
4,901
+815
| +20% | +$101K | 0.01% | 663 |
|
|
2025
Q1 | $460K | Buy |
4,086
+799
| +24% | +$89.9K | 0.01% | 716 |
|
|
2024
Q4 | $410K | Buy |
3,287
+808
| +33% | +$101K | 0.01% | 714 |
|
|
2024
Q3 | $269K | Buy |
2,479
+356
| +17% | +$38.6K | 0.01% | 767 |
|
|
2024
Q2 | $209K | Hold |
2,123
| – | – | 0.01% | 585 |
|
|
2024
Q1 | $222K | Buy |
+2,123
| New | +$222K | 0.03% | 363 |
|