Wintrust Financial Corporation shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Wintrust Financial Corporation (WTFC) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Wintrust Financial Corporation
Tip: Access up to 7 years of quarterly data
All positions including Wintrust Financial Corporation held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wintrust Financial Corporation by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $215k | 1.6k | 132.64 |
| 2025-06-30 | $217k | 1.6k | 132.84 |
| 2024-12-31 | $205k | 1.6k | 124.61 |
More positions owned by Phillips Wealth Planners
Home Depot (HD)
View all positions for Phillips Wealth Planners
Top funds holding Wintrust Financial Corporation
View all funds holding Wintrust Financial Corporation