WTFC WINTRUST FINL CORP

Ownership history in Advisory Services Network, LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in WINTRUST FINL CORP (WTFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2023 Q3)
Avg. % of fund
0.0%
First filed
2013 Q4
Last filed
2025 Q3
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 465 -1,018 -68.6% 0.00% $62K $131.47
2023 Q4 REDUCED 1,483 -1,820 -55.1% 0.00% $138K $89.37
2023 Q3 ADDED 3,303 +302 +10.1% 0.01% $249K $72.39
2023 Q2 ADDED 3,001 +2,307 +332.4% 0.01% $218K $69.29
2023 Q1 ADDED 694 +8 +1.2% 0.00% $51K $69.16
2022 Q4 ADDED 686 +570 +491.4% 0.00% $58K $79.80
2020 Q3 ADDED 116 +32 +38.1% 0.00% $4K $36.46
2020 Q1 REDUCED 84 -55 -39.6% 0.00% $3K $29.50
2019 Q4 REDUCED 139 -235 -62.8% 0.00% $10K $63.37
2019 Q3 UNCHANGED 374 0% 0.00% $27K $57.56
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WTFC price (monthly, adj. close)
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