WTFC β€” WINTRUST FINANCIAL

Ownership history in Tweedy, Browne Co LLC  Β·  3 quarters on record

AI Ownership Summary

Tweedy, Browne Co LLC reported WINTRUST FINANCIAL (WTFC) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.1% in 2025 Q3. The latest visible filing shows WTFC at 0.10% 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 Tweedy, Browne Co LLC's position in WINTRUST FINANCIAL, 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 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% 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
2025 Q1 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 Tweedy, Browne Co LLC 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 Q3 ADDED 9,052 +4,634 +104.9% 0.10% $1.2M 2025-11-20 $127.46
2025 Q2 ADDED 4,418 +2,389 +117.7% 0.05% $548K 2025-07-29 $130.01
2025 Q1 INITIATED 2,029 β€” β€” 0.02% $228K 2025-05-15 $120.91

🏒 Other funds also holding WTFC

As of 2026 Q1 β€” sorted by position size

Ares Financial Consulting, LLC 0.04%

FAQ About Tweedy, Browne Co 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 Tweedy, Browne Co LLC reported owning WTFC?

Tweedy, Browne Co LLC reported WTFC across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported WTFC position in Tweedy, Browne Co LLC's portfolio?

The largest reported portfolio weight for WTFC was 0.10% in 2025 Q3.

What is the latest reported WTFC position on this page?

The most recent filing on this page is 2025 Q3, when Tweedy, Browne Co LLC reported 9,052 shares, equal to 0.10% of portfolio, with an estimated market value of $1.2M.

What does the chart on this WTFC ownership page compare?

The chart compares Tweedy, Browne Co 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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