Top 8 Mutual Funds with WTFPV / Wintrust Financial Corporation
This page shows all mutual funds that have reported positions in WTFPV / Wintrust Financial Corporation. Green rows indicate new positions. Click the link icon to see the full transaction history.
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File Date |
Source |
Investor |
|
Type |
Avg Price (Est) |
Shares |
Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
2025-08-29 |
NP |
DPIAX - Destra Flaherty & Crumrine Preferred and Income Fund Class A
|
|
|
|
23,800 |
|
609 |
|
|
2025-07-25 |
NP |
PCSFX - Capital Securities Fund Class S
|
|
|
|
95,600 |
|
2,443 |
|
|
2025-08-29 |
NP |
JVRNX - Strategic Income Opportunities Trust NAV
|
|
|
|
26,425 |
|
676 |
|
|
2025-07-25 |
NP |
CZAMX - Multi-Manager Alternative Strategies Fund Institutional Class
|
|
|
|
10,275 |
|
263 |
|
|
2025-07-25 |
NP |
PNARX - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3
|
|
|
|
477,600 |
|
12,203 |
|
|
2025-07-29 |
NP |
FJSIX - Nuveen High Income Bond Fund Class A
|
|
|
|
27,750 |
|
709 |
|
|
2025-07-29 |
NP |
JIPAX - Strategic Income Opportunities Fund Class NAV
|
|
|
|
184,925 |
|
4,725 |
|
|
2025-08-28 |
NP |
WIORX - Wilshire Income Opportunities Fund Investment Class
|
|
|
|
4,250 |
|
109 |
|
|