Wood Trust Financial Corp New Holdings in Q3 2025

Wood Trust Financial Corp

  • $840 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
608K
New
$49.43 - $54.52 $30.1M - $33.2M
608K $33M
VOT
Vanguard Mid Cap Growth Index

ETFs
109K
New
$282.75 - $294.19 $30.7M - $32M
109K $31.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
173K
New
$164.63 - $174.58 $28.5M - $30.2M
173K $30.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19.4K
New
$567.77 - $614.76 $11M - $11.9M
19.4K $11.9M
VTI
Vanguard Total Stock Market Et

ETFs
15.9K
New
$303.93 - $329.86 $4.82M - $5.23M
15.9K $5.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
70.4K
New
$68.24 - $73.73 $4.8M - $5.19M
70.4K $5.17M
VUG
Vanguard Growth ETF

ETFs
9.84K
New
$433.97 - $484.08 $4.27M - $4.76M
9.84K $4.72M
VTV
Vanguard Value ETF

ETFs
18.9K
New
$175.51 - $186.57 $3.32M - $3.53M
18.9K $3.53M
APP
App Lovin Corp

Technology
3.49K
New
$335.1 - $718.54 $1.17M - $2.5M
3.49K $2.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.54K
New
$617.65 - $666.84 $1.57M - $1.69M
2.54K $1.69M
SSO
Proshares Ultra S&P 500

ETFs
12.3K
New
$97.48 - $112.71 $1.2M - $1.38M
12.3K $1.38M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
16.8K
New
$64.58 - $69.94 $1.09M - $1.18M
16.8K $1.17M
DSI
Ishares Msci Kld 400 Social Et

ETFs
8.17K
New
$115.96 - $125.95 $947K - $1.03M
8.17K $1.03M
SPOT
Spotify Technology S.A.

Communication Services
1.2K
New
$620.01 - $738.53 $741K - $883K
1.2K $834K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10K
New
$78.96 - $80.04 $789K - $800K
10K $799K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10.1K
New
$78.11 - $79.07 $789K - $798K
10.1K $797K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.41K
New
$132.9 - $142.03 $719K - $769K
5.41K $763K
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.67K
New
$72.57 - $74.72 $629K - $648K
8.67K $645K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
8.24K
New
$76.16 - $78.59 $627K - $647K
8.24K $643K
VBR
Vanguard Small Cap Value ETF

ETFs
2.83K
New
$195.41 - $212.37 $553K - $601K
2.83K $591K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.95K
New
$276.51 - $305.12 $538K - $593K
1.95K $579K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3.69K
New
$126.64 - $135.65 $467K - $500K
3.69K $500K
DVN
Devon Energy Corp

Energy
13.3K
New
$31.75 - $36.99 $421K - $490K
13.3K $465K
SHW
Sherwin Williams CO

Basic Materials
1.2K
New
$330.88 - $375.23 $397K - $450K
1.2K $416K
BNDX
Vanguard Total International B

ETFs
6.41K
New
$49.0 - $49.51 $314K - $317K
6.41K $317K
TSLA
Tesla, Inc.

Consumer Cyclical
709
New
$293.94 - $444.72 $208K - $315K
709 $315K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.55K
New
$108.97 - $121.65 $278K - $310K
2.55K $308K
XLK
Technology Sector Spdr

ETFs
1.08K
New
$250.97 - $282.66 $271K - $305K
1.08K $304K
CACI
Caci International Inc

Technology
600
New
N/A
600 $299K
Ishares Bitcoin Trust ETF Shs Ben Int
4.43K
New
N/A
4.43K $288K
Waystar Hldg Corp Com
7.5K
New
N/A
7.5K $284K
Viper Energy Inc Cl A
7.4K
New
N/A
7.4K $283K
CELC
Celcuity Inc.

Healthcare
5.6K
New
$12.58 - $62.68 $70.4K - $351K
5.6K $277K
FSV
First Service Corp

Real Estate
1.45K
New
$175.69 - $208.43 $255K - $302K
1.45K $276K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.89K
New
$136.48 - $142.97 $258K - $271K
1.89K $265K
Servicetitan Inc Shs Cl A
2.6K
New
N/A
2.6K $262K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.5K
New
$55.15 - $58.11 $248K - $261K
4.5K $259K
IVE
Ishares S&P 500 Value ETF

ETFs
1.2K
New
$194.44 - $206.51 $234K - $248K
1.2K $248K
ROLL
Rbc Bearings Inc

Industrials
600
New
N/A
600 $234K
VIG
Vanguard Dividend Appreciation

ETFs
1K
New
N/A
1K $216K
TREX
Trex CO Inc

Industrials
4K
New
$50.48 - $68.49 $202K - $274K
4K $207K
XPO
Xpo Logistics, Inc.

Industrials
1.57K
New
$118.79 - $138.31 $186K - $216K
1.57K $202K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.5K
New
$53.81 - $57.52 $188K - $201K
3.5K $201K
DOCS
Doximity, Inc.

Healthcare
2.75K
New
$57.33 - $75.12 $158K - $207K
2.75K $201K
Nightware Inc
98K
New
N/A
98K $50K
SHMP
Natural Shrimp Inc

Consumer Defensive
150K
New
$0.0 - $0.0 $0 - $0
150K $0
Activity Summary
Buys All Purchases 76 New Holdings 47 Increased Positions 29 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wood Trust Financial Corp Portfolio

Follow Wood Trust Financial Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wood Trust Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wood Trust Financial Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email