Number of Shares
4,932.00
Current Holdings Value*
$548,290.00
% of Portfolio
2.1%
Total Estimate Gain
$219,415.02
% of Total Estimate Gain
27.11%

DANA EPIPHANY SMALL CAP EQUITY FUND's Wintrust Financial Corp Holding Summary

As of 2025-04-30, DANA EPIPHANY SMALL CAP EQUITY FUND held 4,932.00 shares of Wintrust Financial Corp(WTFC), totaling $548,290.00. This investment constitutes 2.1% of their stock portfolio, and DANA EPIPHANY SMALL CAP EQUITY FUND now holds 0.01% of the outstanding Wintrust Financial Corp(WTFC) stock.

The initial trade took place in 2020Q2. And since then DANA EPIPHANY SMALL CAP EQUITY FUND has made 5 purchases of WTFC, at an average price of $72.98, for a total of 11,090.00 shares. In addition, there have been 5 sales at an average price of $62.46 for 6,158.00 shares. Based on historical transaction data and WTFC's current price of $130.61, DANA EPIPHANY SMALL CAP EQUITY FUND's estimated gain on his WTFC holdings is $219,415.02, reflecting a 27.11% gain to date.

DANA EPIPHANY SMALL CAP EQUITY FUND WTFC ($130.61) Holding Chart

DANA EPIPHANY SMALL CAP EQUITY FUND WTFC ($130.61) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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