Wintrust Financial Corporation shares owned by Forum Financial Management
Quarter-by-quarter ownership of Wintrust Financial Corporation (WTFC) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Wintrust Financial Corporation
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Quarterly reported holdings in Wintrust Financial Corporation by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $531k | 3.8k | 138.94 |
| 2025-12-31 | $911k | 6.5k | 139.82 |
| 2025-09-30 | $863k | 6.5k | 132.44 |
| 2025-06-30 | $790k | 6.4k | 123.99 |
| 2025-03-31 | $685k | 6.1k | 112.46 |
| 2024-12-31 | $764k | 6.1k | 124.72 |
| 2024-09-30 | $658k | 6.1k | 108.53 |
| 2024-06-30 | $581k | 5.9k | 98.56 |
| 2024-03-31 | $1.1M | 11k | 104.39 |
| 2023-12-31 | $1.0M | 11k | 92.75 |
| 2023-09-30 | $797k | 11k | 75.50 |
| 2023-06-30 | $766k | 11k | 72.62 |
| 2023-03-31 | $770k | 11k | 72.95 |
| 2022-12-31 | $886k | 11k | 84.52 |
| 2022-09-30 | $854k | 11k | 81.51 |
| 2022-06-30 | $560k | 7.0k | 80.13 |
| 2022-03-31 | $660k | 7.1k | 92.87 |
| 2021-12-31 | $635k | 7.0k | 90.87 |
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