Wood Trust Financial Corp Portfolio Holdings

Wood Trust Financial Corp

  • $714 Million
  • Q1 2025

Wood Trust Financial Corp has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $714 Million distributed in 231 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Eafe ETF with a value of $78.3M, Berkshire Hathaway Inc Class B with a value of $30.8M, Vanguard Mid Cap Value Index F with a value of $28.3M, Vanguard Mid Cap Growth Index with a value of $27.5M, and Ishares Russell2000 Val ETF with a value of $24.6M.

Examining the 13F form we can see an increase of $3.11M in the current position value, from $711M to 714M.

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

Portfolio value $714 Million
ETFs: $255 Million
Financial Services: $109 Million
Technology: $92.5 Million
Industrials: $61 Million
Consumer Cyclical: $53 Million
Healthcare: $52 Million
Consumer Defensive: $37.3 Million
Communication Services: $32.1 Million
Other: $15.1 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 231
  • Current Value $714 Million
  • Prior Value $711 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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