Ken Fisher's WTFC Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 470,458 shares of Wintrust Financial Corporation (WTFC) worth $65.78 M, representing 0.02% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in WTFC, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2013, adding 294,710 shares. Largest reduction occurred in Q1 2018, reducing 301,859 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Wintrust Financial Corporation (WTFC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Wintrust Financial Corporation (WTFC) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +5,928 | Add 1.28% | 470,458 | $139.82 |
| Q3 2025 | -13,052 | Reduce 2.73% | 464,530 | $132.44 |
| Q2 2025 | +16,150 | Add 3.50% | 477,582 | $123.98 |
| Q1 2025 | +54,740 | Add 13.46% | 461,432 | $112.46 |
| Q4 2024 | -30,336 | Reduce 6.94% | 406,692 | $124.71 |
| Q3 2024 | +11,752 | Add 2.76% | 437,028 | $108.53 |
| Q2 2024 | -1,854 | Reduce 0.43% | 425,276 | $98.56 |
| Q1 2024 | -75,157 | Reduce 14.96% | 427,130 | $104.39 |
| Q4 2023 | -137,799 | Reduce 21.53% | 502,287 | $92.75 |
| Q3 2023 | -13,390 | Reduce 2.05% | 640,086 | $75.50 |
| Q2 2023 | +6,477 | Add 1.00% | 653,476 | $72.62 |
| Q1 2023 | -29,070 | Reduce 4.30% | 646,999 | $72.95 |
| Q4 2022 | -23,923 | Reduce 3.42% | 676,069 | $84.52 |
| Q3 2022 | -10,121 | Reduce 1.43% | 699,992 | $81.55 |
| Q2 2022 | +59,718 | Add 9.18% | 710,113 | $80.15 |
| Q1 2022 | +83,976 | Add 14.83% | 650,395 | $92.93 |
| Q4 2021 | -5,282 | Reduce 0.92% | 566,419 | $90.82 |
| Q3 2021 | -15,639 | Reduce 2.66% | 571,701 | $80.37 |
| Q2 2021 | -22,943 | Reduce 3.76% | 587,340 | $75.63 |
| Q1 2021 | -46,405 | Reduce 7.07% | 610,283 | $75.80 |
| Q4 2020 | -6,612 | Reduce 1.00% | 656,688 | $61.09 |
| Q3 2020 | -15,536 | Reduce 2.29% | 663,300 | $40.05 |
| Q2 2020 | +245,402 | Add 56.62% | 678,836 | $43.62 |
| Q1 2020 | -9,510 | Reduce 2.15% | 433,434 | $32.86 |
| Q4 2019 | -18,804 | Reduce 4.07% | 442,944 | $70.90 |
| Q3 2019 | -3,806 | Reduce 0.82% | 461,748 | $64.63 |
| Q2 2019 | -20,946 | Reduce 4.31% | 465,554 | $73.16 |
| Q1 2019 | -44,711 | Reduce 8.42% | 486,500 | $67.33 |
| Q4 2018 | -1,580 | Reduce 0.30% | 531,211 | $66.49 |
| Q3 2018 | -188,440 | Reduce 26.13% | 532,791 | $84.94 |
| Q2 2018 | -180,248 | Reduce 19.99% | 721,231 | $87.05 |
| Q1 2018 | -301,859 | Reduce 25.09% | 901,479 | $86.05 |
| Q4 2017 | -17,024 | Reduce 1.39% | 1.2 M | $82.37 |
| Q3 2017 | -12,315 | Reduce 1.00% | 1.22 M | $78.31 |
| Q2 2017 | -32,560 | Reduce 2.57% | 1.23 M | $76.44 |
| Q1 2017 | -36,124 | Reduce 2.78% | 1.27 M | $69.12 |
| Q4 2016 | -26,226 | Reduce 1.98% | 1.3 M | $72.57 |
| Q3 2016 | +14,269 | Add 1.09% | 1.33 M | $55.57 |
| Q2 2016 | -5,816 | Reduce 0.44% | 1.31 M | $51.51 |
| Q1 2016 | +3,325 | Add 0.25% | 1.32 M | $47.07 |
| Q4 2015 | -115 | Reduce 0.01% | 1.32 M | $48.52 |
| Q3 2015 | -44,554 | Reduce 3.27% | 1.32 M | $53.43 |
| Q2 2015 | -9,925 | Reduce 0.72% | 1.36 M | $53.38 |
| Q1 2015 | -35,655 | Reduce 2.54% | 1.37 M | $47.68 |
| Q4 2014 | -25,130 | Reduce 1.76% | 1.41 M | $46.76 |
| Q3 2014 | +2,890 | Add 0.20% | 1.43 M | $44.67 |
| Q2 2014 | +109,895 | Add 8.34% | 1.43 M | $46.00 |
| Q1 2014 | -17,437 | Reduce 1.31% | 1.32 M | $48.66 |
| Q4 2013 | +294,710 | Add 28.31% | 1.34 M | $46.12 |
| Q3 2013 | +1.04 M | New Buy | 1.04 M | $41.07 |
Ken Fisher's Wintrust Financial Corporation Investment FAQs
Ken Fisher first purchased Wintrust Financial Corporation (WTFC) in Q3 2013, acquiring 1,041,130 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Wintrust Financial Corporation (WTFC) for 50 quarters since Q3 2013.
Ken Fisher's largest addition to Wintrust Financial Corporation (WTFC) was in Q3 2013, adding 1,041,130 shares worth $42.76 M.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 470,458 shares of Wintrust Financial Corporation (WTFC), valued at approximately $65.78 M.
As of the Q4 2025 filing, Wintrust Financial Corporation (WTFC) represents approximately 0.02% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Wintrust Financial Corporation (WTFC) was 1,431,188 shares, as reported at the end of Q3 2014.