WTFC β€” WINTRUST FINL CORP

Ownership history in MQS Management LLC  Β·  6 quarters on record

AI Ownership Summary

MQS Management LLC reported WINTRUST FINL CORP (WTFC) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.35% in 2025 Q3. The latest visible filing shows WTFC at 0.35% 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 MQS Management 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 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2025 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.

How MQS Management LLC held WTFC β€” position size vs. price
% of Fund (quarterly)    WTFC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 4,512 -225 -4.7% 0.35% $598K 2025-11-06 $128.23
2025 Q2 ADDED 4,737 +1,659 +53.9% 0.32% $587K 2025-07-31 $126.53
2024 Q2 REDUCED 3,078 -212 -6.4% 0.18% $303K 2024-08-12 $95.50
2024 Q1 REDUCED 3,290 -904 -21.6% 0.20% $343K 2024-05-14 $100.11
2023 Q4 ADDED 4,194 +1,498 +55.6% 0.22% $389K 2024-02-13 $90.34
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About MQS Management 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 MQS Management LLC reported owning WTFC?

MQS Management LLC reported WTFC across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported WTFC position in MQS Management LLC's portfolio?

The largest reported portfolio weight for WTFC was 0.35% in 2025 Q3.

What is the latest reported WTFC position on this page?

The most recent filing on this page is 2025 Q3, when MQS Management LLC reported 4,512 shares, equal to 0.35% of portfolio, with an estimated market value of $598K.

What does the chart on this WTFC ownership page compare?

The chart compares MQS Management 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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