Jefferies Group's WTFC Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 67,585 shares of Wintrust Financial Corporation (WTFC) worth $9.45 M, representing 0.05% of the portfolio. First purchased in 2023-Q4, this short-term holding has been held for 5 quarters.
Based on 13F filings, Jefferies Group has maintained this position in WTFC for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 67,585 shares. Largest reduction occurred in Q1 2024, reducing 9,350 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Wintrust Financial Corporation (WTFC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Wintrust Financial Corporation (WTFC) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2023 | +9,350 | New Buy | 9,350 | $92.75 |
| Q1 2024 | -9,350 | Sold Out | 0 | $0.00 |
| Q2 2025 | +7,961 | New Buy | 7,961 | $123.98 |
| Q3 2025 | -7,961 | Sold Out | 0 | $0.00 |
| Q4 2025 | +67,585 | New Buy | 67,585 | $139.82 |
Jefferies Group's Wintrust Financial Corporation Investment FAQs
Jefferies Group first purchased Wintrust Financial Corporation (WTFC) in Q4 2023, acquiring 9,350 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Wintrust Financial Corporation (WTFC) for 5 quarters since Q4 2023.
Jefferies Group's largest addition to Wintrust Financial Corporation (WTFC) was in Q4 2025, adding 67,585 shares worth $9.45 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 67,585 shares of Wintrust Financial Corporation (WTFC), valued at approximately $9.45 M.
As of the Q4 2025 filing, Wintrust Financial Corporation (WTFC) represents approximately 0.05% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Wintrust Financial Corporation (WTFC) was 67,585 shares, as reported at the end of Q4 2025.