StockDriftsStockDriftsTop 50 Woodtrust Financial CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR MSCI EAFE ETF | 12.08% | 959.4K | $99.7M | -0.19%(-1.78K) | $72.14(+42.59%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 4.01% | 557.8K | $33.1M | +0.31%(+1.73K) | $45.05(+28.81%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 3.8% | 63.0K | $31.4M | -0.13%(-84) | $319.29(+66.69%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP COM | 3.7% | 59.5K | $30.5M | -1.39%(-841) | $160.30(+232.82%) | 2026-09-30 | |
| AMAT | APPLIED MATLS INC COM | 3.56% | 57.4K | $29.3M | -4.60%(-2.77K) | $141.03(+192.93%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO COM | 3.33% | 83.1K | $27.5M | -1.84%(-1.56K) | $143.38(+132.62%) | 2026-09-30 | |
| AAPL | APPLE INC COM | 3.33% | 82.4K | $27.4M | -2.24%(-1.89K) | $81.73(+319.59%) | 2026-09-30 | |
| VOE | VANGUARD INDEX FDS MRNGSTR MD CP VA | 3.29% | 138.9K | $27.2M | -5.08%(-7.42K) | $114.14(+79.07%) | 2026-09-30 | |
| IWN | ISHARES TR RUS 2000 VAL ETF | 3.23% | 127.3K | $26.7M | -3.69%(-4.88K) | $125.89(+65.11%) | 2026-09-30 | |
| AMZN | AMAZON COM INC COM | 3.21% | 106.5K | $26.5M | -0.68%(-724) | $157.71(+66.41%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.19% | +65.11% | +8.96% | +53.55% |
| Top 20 Holdings Unweighted | +18.72% | +67.34% | +9.49% | +57.38% |
Woodtrust Financial CORP reports $825.16M in US-listed equity holdings across 180 positions in its most recent 13F filing. Its largest disclosed positions are EFA (12.1%), VWO (4.0%) and BRK.B (3.8%). The top 20 holdings account for 65.39% of reported assets. Its disclosed equity book has returned +65.11% on a three-year cumulative basis. Figures reflect the Q3 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