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WOODTRUST FINANCIAL CORP 13F portfolio summary

WOODTRUST FINANCIAL CORP of WOODTRUST FINANCIAL CORP has 170 current stock holdings with a reported portfolio value of $774.8M. The portfolio 1 year return is +44.27%. Top holdings include SHMP (0.00%), QQQ (0.00%), CW (0.00%), BSV (0.00%), SPY (0.00%).

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WOODTRUST FINANCIAL CORP

WOODTRUST FINANCIAL CORP
Latest filing: 2026-03-31

WOODTRUST FINANCIAL CORP runs WOODTRUST FINANCIAL CORP and currently holds 170 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $774.80M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WOODTRUST FINANCIAL CORP ranks #377 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WOODTRUST FINANCIAL CORP's portfolio at WOODTRUST FINANCIAL CORP has delivered returns of +44.27%. Their 3-year annualized return is +79.59%. Looking at the 5-year horizon, WOODTRUST FINANCIAL CORP has achieved +77.14% annualized returns at WOODTRUST FINANCIAL CORP.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+44.27%
#211/1000
3 Year
+79.59%
#369/1000
5 Year
+77.14%
#431/1000

Portfolio Value

$774.80M

Alpha Score

63.4

#377 of 1000

Holdings

170

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change