Woodtrust Financial Corp 13F Filings, Portfolio & Analysis

CIK: 0001725247
Wisconsin Rapids 181 2Nd Street South Po Box 8000
Zip Code: 54495-8000
Latest Portfolio Value
$856.84 M
+2.03%
12/31/2025
Total Holdings
180
-5
12/31/2025
Latest Report Date
Q4 2025
12/31/2025
Top 10 Concentration
43.03%

Woodtrust Financial Corp — Portfolio Overview & Company Profile

Woodtrust Financial Corp (CIK: 0001725247) is a financial institution headquartered at 181 2Nd Street South, Po Box 8000, Wisconsin Rapids, Wisconsin 54495-8000. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $856,842,000, comprising 180 distinct securities. Over its filing history, it has submitted 33 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Portfolio Summary (Q4 2025)

Asset Allocation

Stocks/ETFs
+2.03%
$856.84 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Name Shares Market Value Weight Change Activity
1.08 M $103.26 M 12.05% ▲ 16,600 Add 1.6%
623,827 $33.54 M 3.91% ▲ 15,655 Add 2.6%
63,616 $30.77 M 3.59% ▲ 564 Add 0.9%
173,410 $30.76 M 3.59% ▲ 208 Add 0.1%
109,078 $30.45 M 3.55% ▲ 375 Add 0.3%
57,324 $28.81 M 3.36% ▼ 512 Reduce -0.9%
157,875 $28.61 M 3.34% ▼ 613 Reduce -0.4%
88,308 $28.52 M 3.33% ▼ 660 Reduce -0.7%
119,264 $27.53 M 3.21% ▲ 1,129 Add 1.0%
84,382 $26.41 M 3.08% ▼ 1,795 Reduce -2.1%

Historical Portfolio Charts