StockDriftsStockDriftsTop 50 WoodTrust Financial Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR MSCI EAFE ETF | 11.86% | 961.2K | $99.8M | -3.14%(-31.13K) | $72.14(+50.62%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC COM | 5.17% | 60.2K | $43.5M | -8.60%(-5.66K) | $141.03(+277.10%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 3.94% | 556.1K | $33.2M | -3.44%(-19.79K) | $45.01(+34.17%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 3.75% | 63.1K | $31.6M | +19.45%(+10.27K) | $319.29(+57.02%) | 2026-06-30 | |
| IWN | ISHARES TR RUS 2000 VAL ETF | 3.47% | 132.1K | $29.2M | -7.20%(-10.26K) | $125.89(+79.96%) | 2026-06-30 | |
| VOE | VANGUARD INDEX FDS MCAP VL IDXVIP | 3.43% | 146.3K | $28.9M | -5.45%(-8.43K) | $114.14(+84.00%) | 2026-06-30 | |
| IWO | ISHARES TR RUS 2000 GRW ETF | 3.39% | 72.5K | $28.6M | -7.95%(-6.26K) | $218.40(+80.74%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS MCAP GR IDXVIP | 3.36% | 92.4K | $28.3M | -6.26%(-6.17K) | $166.28(+89.04%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO COM | 3.29% | 84.7K | $27.7M | +15.85%(+11.59K) | $143.38(+154.37%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 3.06% | 72.2K | $25.8M | -4.76%(-3.60K) | $100.12(+244.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.79% | +63.41% | +9.16% | +55.03% |
| Top 20 Holdings Unweighted | +18.37% | +65.85% | +9.64% | +58.44% |
WoodTrust Financial Corp reports $841.91M in US-listed equity holdings across 179 positions in its most recent 13F filing. Its largest disclosed positions are EFA (11.9%), AMAT (5.2%) and VWO (3.9%). The top 20 holdings account for 65.78% of reported assets. Its disclosed equity book has returned +63.41% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from WoodTrust Financial Corp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1725247). View WoodTrust Financial Corp’s 13F filings on SEC