Zacks Investment Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.5M | Buy |
111,201
+4,420
| +4% | +$641K | 0.12% | 146 |
|
|
2025
Q4 | $14.9M | Sell |
106,781
-1,747
| -2% | -$232K | 0.12% | 151 |
|
|
2025
Q3 | $14.4M | Buy |
108,528
+7,087
| +7% | +$936K | 0.11% | 155 |
|
|
2025
Q2 | $12.6M | Sell |
101,441
-757
| -0.7% | -$86.8K | 0.11% | 163 |
|
|
2025
Q1 | $11.5M | Buy |
102,198
+2,957
| +3% | +$365K | 0.11% | 160 |
|
|
2024
Q4 | $12.4M | Sell |
99,241
-19,418
| -16% | -$2.4M | 0.11% | 154 |
|
|
2024
Q3 | $12.9M | Buy |
118,659
+14,722
| +14% | +$1.54M | 0.11% | 157 |
|
|
2024
Q2 | $10.2M | Buy |
103,937
+7,356
| +8% | +$721K | 0.12% | 142 |
|
|
2024
Q1 | $10.1M | Buy |
96,581
+6,095
| +7% | +$588K | 0.11% | 154 |
|
|
2023
Q4 | $8.39M | Buy |
90,486
+428
| +0.5% | +$35.4K | 0.1% | 157 |
|
|
2023
Q3 | $6.8M | Buy |
90,058
+350
| +0.4% | +$27.5K | 0.09% | 165 |
|
|
2023
Q2 | $6.51M | Buy |
89,708
+396
| +0.4% | +$27K | 0.08% | 166 |
|
|
2023
Q1 | $6.52M | Sell |
89,312
-424,517
| -83% | -$36.3M | 0.09% | 163 |
|
|
2022
Q4 | $9.6M | Buy |
513,829
+405,304
| +373% | +$35.8M | 0.13% | 139 |
|
|
2022
Q3 | $8.85M | Sell |
108,525
-1,650
| -1% | -$140K | 0.14% | 133 |
|
|
2022
Q2 | $8.83M | Buy |
110,175
+29,349
| +36% | +$2.53M | 0.13% | 133 |
|
|
2022
Q1 | $7.51M | Buy |
80,826
+3,689
| +5% | +$359K | 0.1% | 156 |
|
|
2021
Q4 | $7.01M | Buy |
77,137
+2,777
| +4% | +$248K | 0.1% | 166 |
|
|
2021
Q3 | $5.98M | Buy |
74,360
+2,802
| +4% | +$207K | 0.09% | 168 |
|
|
2021
Q2 | $5.41M | Sell |
71,558
-218
| -0.3% | -$17K | 0.09% | 178 |
|
|
2021
Q1 | $5.44M | Buy |
+71,776
| New | +$5.13M | 0.1% | 167 |
|
|
2015
Q3 | – | Sell |
-4,117
| Closed | -$220K | – | 679 |
|
|
2015
Q2 | $220K | Buy |
+4,117
| New | +$207K | 0.01% | 577 |
|
Other funds holding WTFC
VPM
VCM
