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Wintrust Financial Corporation shares owned by Beverly Hills Private Wealth

Quarter-by-quarter ownership of Wintrust Financial Corporation (WTFC) shares owned by Beverly Hills Private Wealth from 13F filings

Historical chart of Beverly Hills Private Wealth investment in Wintrust Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Wintrust Financial Corporation held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wintrust Financial Corporation by Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $279k 2.0k 139.82
2025-09-30 $269k 2.0k 132.44
2025-06-30 $261k 2.1k 124.00
2025-03-31 $258k 2.3k 112.46
2024-12-31 $258k 2.1k 124.71

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Top funds holding Wintrust Financial Corporation

Vanguard Group
BlackRock
FMR
Dimensional Fund Advisors
State Street Corporation
First Trust Advisors
Earnest Partners
Capital Research and Management Company - Division 3
Geode Capital Management
Principal Financial Group
Invesco
Jennison Associates
Jpmorgan Chase & Co
ClearBridge Advisors
Norges Bank Investment Management

View all funds holding Wintrust Financial Corporation