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WOODTRUST FINANCIAL CORP
WOODTRUST FINANCIAL CORP
Latest filing: 2026-06-30
WOODTRUST FINANCIAL CORP runs WOODTRUST FINANCIAL CORP and currently holds 178 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $841.91M. Their top holdings are EFA, AMAT, VWO, BRK-B, IWN. The top five represent 28.2% of reported portfolio weight. WOODTRUST FINANCIAL CORP ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, WOODTRUST FINANCIAL CORP initiated 3 new positions. They added to 48 existing positions. They trimmed 36 positions. Their current best-performing preview position is ADPT with returns of +218.23%.
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178 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 EFA ISHARES TR MSCI EAFE ETF | 11.86% | $80.26 | $108.26 | +34.88% | Trimmed -3.14% |
 AMAT APPLIED MATLS INC COM | 5.17% | $144.56 | $492.32 | +240.56% | Trimmed -8.60% |
 VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 3.94% | $54.17 | $60.45 | +11.59% | Trimmed -3.44% |
 BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 3.75% | $319.43 | $495.77 | +55.20% | Added +19.45% |
 IWN ISHARES TR RUS 2000 VAL ETF | 3.47% | $151.96 | $224.75 | +47.90% | Trimmed -7.20% |
 VOE VANGUARD INDEX FDS MCAP VL IDXVIP | 3.43% | $174.58 | $208.62 | +19.50% | Trimmed -5.45% |
 IWO ISHARES TR RUS 2000 GRW ETF | 3.39% | $262.51 | $387.34 | +47.55% | Trimmed -7.95% |
 VOT VANGUARD INDEX FDS MCAP GR IDXVIP | 3.36% | $293.74 | $305.59 | +4.03% | Trimmed -6.26% |
 JPM JPMORGAN CHASE & CO COM | 3.29% | $147.95 | $351.64 | +137.67% | Added +15.85% |
 GOOGL ALPHABET INC CAP STK CL A | 3.06% | $104.71 | $344.82 | +229.31% | Trimmed -4.76% |
Showing 1-10 of 178