WTFC β€” Wintrust Financial Corp.

Ownership history in ALBERT D MASON INC  Β·  3 quarters on record

AI Ownership Summary

ALBERT D MASON INC reported Wintrust Financial Corp. (WTFC) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 1.34% in 2025 Q4. The latest visible filing shows WTFC at 1.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WTFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALBERT D MASON INC's position in Wintrust Financial Corp., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WTFC was reported at 1.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.34% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ALBERT D MASON INC held WTFC β€” position size vs. price
% of Fund (quarterly)    WTFC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 14,614 +5 +0.0% 1.34% $2.0M 2026-02-14 (Est.) $153.74
2025 Q3 ADDED 14,609 +10,333 +241.7% 1.26% $1.9M 2025-10-15 $127.11
2025 Q2 INITIATED 4,276 β€” β€” 0.38% $530K 2025-07-29 $130.01

FAQ About ALBERT D MASON INC and WTFC

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALBERT D MASON INC reported owning WTFC?

ALBERT D MASON INC reported WTFC across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported WTFC position in ALBERT D MASON INC's portfolio?

The largest reported portfolio weight for WTFC was 1.34% in 2025 Q4.

What is the latest reported WTFC position on this page?

The most recent filing on this page is 2025 Q4, when ALBERT D MASON INC reported 14,614 shares, equal to 1.34% of portfolio, with an estimated market value of $2.0M.

What does the chart on this WTFC ownership page compare?

The chart compares ALBERT D MASON INC's quarterly WTFC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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