Wood Trust Financial Corp Portfolio Holdings

Wood Trust Financial Corp

  • $7.97 Billion
  • Q2 2025

Wood Trust Financial Corp has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $7.97 Billion distributed in 241 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $7.12B, Amgen Inc with a value of $166M, Ishares Tr Msci Eafe ETF with a value of $90.6M, Amazon Com Inc with a value of $42.2M, and Berkshire Hathaway Inc Class B with a value of $37.1M.

Examining the 13F form we can see an increase of $7.26B in the current position value, from $714M to 7.97B.

Below you can find more details about Wood Trust Financial Corp portfolio as well as his latest detailed transactions.

Portfolio value $7.97 Billion
Financial Services: $7.25 Billion
Healthcare: $228 Million
ETFs: $147 Million
Technology: $113 Million
Consumer Cyclical: $76.2 Million
Industrials: $71.5 Million
Communication Services: $39.4 Million
Consumer Defensive: $37.6 Million
Other: $14.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$423B
$7.12 Billion 89.28% of portfolio
9,768
Q2 2025 Added 54,166.67%
$152B
$166 Million 2.09% of portfolio
595,634
Q2 2025 Added 8,223.56%
$0
$90.6 Million 1.14% of portfolio
1,013,999
Q2 2025 Added 5.85%
$2.26T
$42.2 Million 0.53% of portfolio
192,278
Q2 2025 Added 64.03%
$621B
$37.1 Million 0.47% of portfolio
76,460
Q2 2025 Added 32.42%
$3.95T
$32 Million 0.4% of portfolio
64,323
Q2 2025 Added 0.86%
$0
$25.9 Million 0.33% of portfolio
90,725
Q2 2025 Added 0.33%
$0
$25.3 Million 0.32% of portfolio
160,669
Q2 2025 Reduced 1.4%
$859B
$23.4 Million 0.29% of portfolio
80,693
Q2 2025 Added 1.42%
$3.69T
$22.6 Million 0.28% of portfolio
110,345
Q2 2025 Added 14.65%
$227B
$18.9 Million 0.24% of portfolio
59,117
Q2 2025 Added 44.24%
$162B
$17.9 Million 0.22% of portfolio
97,516
Q2 2025 Added 32.81%
$452B
$17.1 Million 0.21% of portfolio
112,203
Q2 2025 Added 3.1%
$1.21T
$16.1 Million 0.2% of portfolio
91,268
Q2 2025 Added 3.88%
$232B
$16.1 Million 0.2% of portfolio
59,131
Q2 2025 Added 2.71%
$281B
$14.2 Million 0.18% of portfolio
145,467
Q2 2025 Reduced 0.07%
$78.6B
$11.8 Million 0.15% of portfolio
159,150
Q2 2025 Reduced 0.13%
$405B
$10.9 Million 0.14% of portfolio
29,762
Q2 2025 Added 4.8%
$439B
$11.2 Million 0.14% of portfolio
11,354
Q2 2025 Reduced 0.4%
$254B
$11.3 Million 0.14% of portfolio
15,974
Q2 2025 Reduced 0.51%
$95.6B
$9.59 Million 0.12% of portfolio
41,915
Q2 2025 Added 6.58%
$138B
$9.77 Million 0.12% of portfolio
403,117
Q2 2025 Added 217.61%
$202B
$9.65 Million 0.12% of portfolio
73,085
Q2 2025 Added 2.94%
$1.24T
$9.96 Million 0.12% of portfolio
56,125
Q2 2025 Added 6.34%
$94.4B
$9.11 Million 0.11% of portfolio
128,220
Q2 2025 Added 15.33%
$245B
$7.62 Million 0.1% of portfolio
24,417
Q2 2025 Added 1.24%
$40.8B
$7.88 Million 0.1% of portfolio
25,282
Q2 2025 Added 0.33%
$153B
$8.17 Million 0.1% of portfolio
16,066
Q2 2025 Reduced 0.25%
$146B
$6.82 Million 0.09% of portfolio
29,285
Q2 2025 Added 2.85%
$86.2B
$6.83 Million 0.09% of portfolio
23,410
Q2 2025 Added 1.79%
$108B
$7.25 Million 0.09% of portfolio
79,149
Q2 2025 Added 3.14%
$381B
$6.05 Million 0.08% of portfolio
127,802
Q2 2025 Added 723.1%
$89.4B
$6.39 Million 0.08% of portfolio
12,777
Q2 2025 Added 2.04%
$54.3B
$6.77 Million 0.08% of portfolio
12,619
Q2 2025 New
$302B
$6.72 Million 0.08% of portfolio
46,912
Q2 2025 Added 5.89%
$3.72B
$4.75 Million 0.06% of portfolio
194,761
Q2 2025 Added 1,015.92%
$42.5B
$4.15 Million 0.05% of portfolio
22,911
Q2 2025 Added 93.46%
$27.8B
$2.89 Million 0.04% of portfolio
68,800
Q2 2025 Added 100.0%
$78.8B
$2.86 Million 0.04% of portfolio
10,615
Q1 2025 Reduced 2.3%
$76.5B
$3.31 Million 0.04% of portfolio
2,175
Q2 2025 Added 3.57%
$351B
$3.54 Million 0.04% of portfolio
19,091
Q2 2025 Added 287.32%
$182B
$2.36 Million 0.03% of portfolio
25,300
Q2 2025 Added 3.27%
$39.2B
$2.05 Million 0.03% of portfolio
6,175
Q4 2024 Reduced 0.05%
$142B
$2.3 Million 0.03% of portfolio
5,824
Q2 2025 Reduced 0.68%
$6.4B
$2.01 Million 0.03% of portfolio
22,275
Q2 2025 Added 1,400.0%
$75.3B
$2.17 Million 0.03% of portfolio
6,085
Q2 2024 Added 15.07%
$0
$2.49 Million 0.03% of portfolio
4,512
Q2 2025 Added 1.08%
$169B
$2.26 Million 0.03% of portfolio
4,160
Q2 2025 Reduced 6.73%
$36B
$2.03 Million 0.03% of portfolio
25,190
Q1 2025 Added 132.7%

Summary

  • Portfolio
  • No. of Stocks 241
  • Current Value $7.97 Billion
  • Prior Value $714 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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