WTFC WINTRUST FINL CORP

Ownership history in INCEPTIONR LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR 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
0.25% (2023 Q4)
Avg. % of fund
0.13%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,711 -1,047 -38.0% 0.05% $227K $131.47
2024 Q4 REDUCED 2,758 -965 -25.9% 0.08% $344K $122.29
2023 Q4 INITIATED 3,723 0.25% $345K
% of Fund (quarterly)    WTFC price (monthly, adj. close)
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