WoodTrust Financial Corp

CIK 0001725247 · WISCONSIN RAPIDS, WI · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

WoodTrust Financial Corp reported 179 positions worth $841.9K as of June 30, 2026 (13F filed July 27, 2026). Largest holding: EFA (11.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$841.9K
2026 Q2
Positions
179
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
44.7%
Est. Net Flow (Q)
2026 Q2
10 / 179 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1EFAISHARES TR MSCI EAFE ETFSH$99.8K11.86%961,159
2AMATAPPLIED MATLS INC COMSH$43.5K5.17%60,159
3VWOVANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETFSH$33.2K3.94%556,067
4BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEWSH$31.6K3.75%63,052
5IWNISHARES TR RUS 2000 VAL ETFSH$29.2K3.47%132,146
6VOEVANGUARD INDEX FDS MCAP VL IDXVIPSH$28.9K3.43%146,282
7IWOISHARES TR RUS 2000 GRW ETFSH$28.6K3.39%72,513
8VOTVANGUARD INDEX FDS MCAP GR IDXVIPSH$28.3K3.36%92,394
9JPMJPMORGAN CHASE & CO COMSH$27.7K3.29%84,705
10GOOGLALPHABET INC CAP STK CL ASH$25.8K3.06%72,155

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WoodTrust Financial Corp hold as of Q2 2026?

WoodTrust Financial Corp reported 179 positions worth $841.9K in its Q2 2026 13F filing. Largest positions: EFA (11.9%), AMAT (5.2%), VWO (3.9%), BRK-B (3.7%) and IWN (3.5%).

What did WoodTrust Financial Corp buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WoodTrust Financial Corp sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.