Wood Trust Financial Corp has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $711 Million distributed in 245 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 $67.5M, Vanguard Mid Cap Growth Index with a value of $28.1M, Vanguard Mid Cap Value Index F with a value of $27.8M, Ishares Russell2000 Val ETF with a value of $26.3M, and Microsoft Corp with a value of $26.1M.

Examining the 13F form we can see an increase of $16.8M in the current position value, from $694M to 711M.

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

Portfolio value $711 Million
ETFs: $239 Million
Technology: $106 Million
Financial Services: $97.6 Million
Industrials: $58.8 Million
Consumer Cyclical: $55.3 Million
Consumer Defensive: $50.1 Million
Healthcare: $49.4 Million
Communication Services: $37.1 Million
Other: $11.8 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 245
  • Current Value $711 Million
  • Prior Value $694 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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