WoodTrust Financial Corp

Q4 2025 13F-HR Holdings

Location
Wisconsin Rapids, WI
Holdings as of
12/31/2025
Date filed
1/30/2026
Form type
13F-HR
Num holdings
180
Total value ($000)
$856,842
Net value change ($000)
+17,062 (2.0%)
New positions
12
Sold out positions
17
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 10/28/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TYL 6,795 1998.5%
GOOGL 5,462 26.1%
VTI 5,308 102.0%
EFA 4,410 4.5%
VOO 4,093 34.5%
AMAT 3,640 22.8%
GOOGL 3,220 25.7%
JNJ 2,442 11.7%
CRM 1,666 11.8%
AMZN 1,590 6.1%
Top Reduces (Value $000, Stocks/ETFs)
GS -7,828 -63.5%
PYPL -4,737 -43.5%
CSGP -2,155 -100.0%
MSFT -1,891 -5.8%
NKE -1,880 -21.0%
HD -1,816 -15.0%
VOT -1,488 -4.7%
RMD -1,243 -58.5%
UNH -1,056 -11.4%
WDAY -932 -57.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type