WTFC — WINTRUST FINL CORP

Ownership history in ELEVATION POINT WEALTH PARTNERS, LLC  ·  20 quarters on record

AI Ownership Summary

ELEVATION POINT WEALTH PARTNERS, LLC reported WINTRUST FINL CORP (WTFC) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.06% in 2024 Q3. The latest visible filing shows WTFC at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WTFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ELEVATION POINT WEALTH PARTNERS, LLC's position in WINTRUST FINL 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 Q3

WTFC was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

WTFC stock page ELEVATION POINT WEALTH PARTNERS, LLC fund profile ELEVATION POINT WEALTH PARTNERS, LLC full holdings
How ELEVATION POINT WEALTH PARTNERS, LLC held WTFC — position size vs. price
% of Fund (quarterly)    WTFC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 2,604 +43 +1.7% 0.02% $345K 2025-11-14 $127.85
2025 Q2 REDUCED 2,561 -2,184 -46.0% 0.02% $317K 2025-08-13 $127.51
2025 Q1 REDUCED 4,745 -460 -8.8% 0.05% $534K 2025-04-16 $100.02
2024 Q4 REDUCED 5,205 -107 -2.0% 0.05% $649K 2025-01-22 $130.70
2024 Q3 REDUCED 5,312 -69 -1.3% 0.06% $577K 2024-10-23 $111.73
2024 Q2 REDUCED 5,381 -27 -0.5% 0.04% $530K 2024-08-13 $95.28
2024 Q1 ADDED 5,408 +811 +17.6% 0.04% $564K 2024-05-15 $100.18
2023 Q4 ADDED 4,597 +455 +11.0% 0.04% $426K 2024-02-13 $90.34
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WTFC

As of 2025 Q4 — sorted by position size

Rosenthal | Henry Capital Advisors, Inc. 3Y 7Y 4.64% Stieven Capital Advisors, L.P. 3Y 7Y 3.21% Elizabeth Park Capital Advisors, Ltd. 3Y 7Y 2.81% Petiole USA ltd 3Y 2.7% CHICAGO TRUST Co NA 3Y 7Y 2.62% Sapience Investments, LLC 3Y 7Y 2.49% Channing Capital Management, LLC 3Y 7Y 2.34% Phocas Financial Corp. 3Y 7Y 2.29% REINHART PARTNERS, LLC. 3Y 7Y 2.2% Premier Fund Managers Ltd 3Y 7Y 2.09%

FAQ About ELEVATION POINT WEALTH PARTNERS, LLC and WTFC

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

How long has ELEVATION POINT WEALTH PARTNERS, LLC reported owning WTFC?

ELEVATION POINT WEALTH PARTNERS, LLC reported WTFC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported WTFC position in ELEVATION POINT WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for WTFC was 0.06% in 2024 Q3.

What is the latest reported WTFC position on this page?

The most recent filing on this page is 2025 Q3, when ELEVATION POINT WEALTH PARTNERS, LLC reported 2,604 shares, equal to 0.02% of portfolio, with an estimated market value of $345K.

What does the chart on this WTFC ownership page compare?

The chart compares ELEVATION POINT WEALTH PARTNERS, LLC'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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