• 13F History

WINTRUST INVESTMENTS LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$114M
Signature - Title
Jim Sommerfield - Sr. Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by WINTRUST INVESTMENTS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WINTRUST INVESTMENTS LLC reported 427 stock holdings with total value $114M as of Q4 2024. Top holdings included IJH, AAPL, IVV, IWM, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 427 $114M +$8.25M -$28.7M -$20.4M IJH, AAPL, IVV, IWM, BRKB 13F-HR 2/10/2025, 09:00 AM
Q3 2024 530 $135M +$6.03M -$1.14B -$1.13B IJH, AAPL, IWM, BRKB, IVV 13F-HR 11/12/2024, 01:24 PM
Q2 2024 488 $1.22B +$130M -$41.8M +$88.2M IJH, AAPL, TFLO, IVV, IWM 13F-HR 8/13/2024, 02:32 PM
Q1 2024 470 $1.11B +$130M -$68.8M +$61.6M IJH, BRKB, TFLO, IWM, IVV 13F-HR 5/9/2024, 04:07 PM
Q4 2023 453 $1.03B +$118M -$114M +$3.84M IJH, TFLO, BRKB, IWM, IVV 13F-HR 2/12/2024, 09:09 AM
Q3 2023 462 $944M +$68.7M -$79.4M -$10.7M VEA, IJH, BRKB, IVV, IWM 13F-HR 11/13/2023, 08:12 AM
Q2 2023 444 $995M +$257M -$50.3M +$207M VEA, IJH, IVV, BRKB, AAPL 13F-HR 8/10/2023, 09:04 AM
Q1 2023 351 $780M +$161M -$58.7M +$102M VEA, IJH, IVV, BRKB, IWM 13F-HR 5/9/2023, 03:56 PM
Q4 2022 374 $743M +$76.9M -$41.9M +$35.1M IJH, IVV, IWM, VEA, AAPL 13F-HR 2/13/2023, 08:08 AM
Q3 2022 399 $698M +$142M -$80.5M +$61.2M IJH, IVV, AAPL, IWM, BRKB 13F-HR 11/8/2022, 06:24 PM
Q2 2022 372 $721M +$94.8M -$47.7M +$47.1M IJH, AAPL, IVV, IWM, BRKB 13F-HR 8/15/2022, 09:01 AM
Q1 2022 412 $879M +$103M -$40.7M +$61.8M AAPL, IJH, IVV, BRKB, IWM 13F-HR 5/11/2022, 05:01 PM
Q4 2021 427 $891M +$322M -$19.6M +$303M AAPL, IVV, IJH, GOOG, IWM 13F-HR 2/4/2022, 03:59 PM
Q3 2021 284 $719M +$115M -$335M -$220M AAPL, IVV, IJH, IWM, MSFT 13F-HR 11/12/2021, 04:11 PM
Q2 2021 450 $970M +$66.9M -$123M -$56.4M IVV, AAPL, VWO, GOOG, IJH 13F-HR 8/10/2021, 01:52 PM
Q1 2021 452 $967M +$630M -$47.2M +$583M IVV, AAPL, IJH, VWO, GOOG 13F-HR 5/10/2021, 01:06 PM
Q4 2020 162 $309M +$33.8M -$12.1M +$21.6M GOOG, MSFT, QQQ, ARKK, LMBS 13F-HR 2/8/2021, 08:26 AM
Q3 2020 356 $698M +$88.2M -$44.2M +$44M IVV, AAPL, ACWV, MSFT, VWO 13F-HR 11/12/2020, 07:29 AM
Q2 2020 362 $690M +$99.2M -$73.7M +$25.5M IVV, AAPL, ACWV, VWO, GOOG 13F-HR 8/7/2020, 05:33 PM
Q1 2020 336 $573M +$88.6M -$49.7M +$38.9M VWO, IVV, ACWV, AAPL, GOOG 13F-HR 5/13/2020, 07:22 PM
Q4 2019 366 $700M +$50.8M -$40M +$10.7M VWO, IVV, IJH, AAPL, IWM 13F-HR 2/14/2020, 10:35 AM
Q3 2019 378 $657M +$55M -$19M +$36M VWO, IVV, IJH, IWM, BRKB 13F-HR 11/7/2019, 02:34 PM
Q2 2019 371 $632M +$68.3M -$37.4M +$31M VWO, IVV, IJH, BRKB, IWM 13F-HR 8/5/2019, 03:03 PM
Q1 2019 353 $599M +$61.6M -$41.3M +$20.2M VWO, IJH, IVV, BRKB, IWM 13F-HR 5/15/2019, 09:48 AM
Q4 2018 320 $524M +$77.9M -$38.8M +$39.1M VWO, IJH, IVV, SPY, BRKB 13F-HR 2/13/2019, 12:29 PM
Q3 2018 362 $597M +$53.5M -$30.5M +$23M IJH, IVV, VWO, VEA, BRKB 13F-HR 11/13/2018, 09:41 AM
Q2 2018 350 $560M +$203M -$12.2M +$190M IJH, IVV, VEA, VWO, IWM 13F-HR 8/13/2018, 01:44 PM
Q1 2018 261 $385M +$37.8M -$52.7M -$14.9M IJH, VWO, VEA, IVV, IWM 13F-HR 5/2/2018, 05:34 PM
Q4 2017 276 $428M +$33M -$11.8M +$21.2M IJH, VEA, VWO, IVV, IWM 13F-HR 2/13/2018, 04:06 PM
Q3 2017 275 $395M +$35.7M -$12.4M +$23.3M IJH, VEA, VWO, IVV, IWM 13F-HR 11/7/2017, 08:38 AM
Q2 2017 292 $374M +$36.4M -$13M +$23.4M IJH, VEA, VWO, IVV, IWM 13F-HR 8/4/2017, 05:27 PM
Q1 2017 285 $350M +$111M -$6.23M +$105M IJH, VEA, VWO, IVV, IWM 13F-HR 5/10/2017, 12:12 PM
Q4 2016 214 $239M +$41.6M -$13M +$28.6M IJH, VWO, VEA, IVV, IWM 13F-HR 2/14/2017, 03:13 PM
Q3 2016 197 $215M VWO, VEA, IJH, IVV, IWM 13F-HR 11/15/2016, 12:01 PM
Q2 2016 5 $238K 13F-HR 8/15/2016, 04:22 PM