Woodtrust Financial Corp Top Holdings and 13F Report (2026)

About Woodtrust Financial Corp

Investment Activity

Woodtrust Financial Corp has $774.80 thousand in total holdings as of March 31, 2026.
Woodtrust Financial Corp owns shares of 174 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 2.99% of the portfolio was purchased this quarter.
About 11.33% of the portfolio was sold this quarter.
This quarter, Woodtrust Financial Corp has purchased 180 new stocks and bought additional shares in 38 stocks.
Woodtrust Financial Corp sold shares of 65 stocks and completely divested from 19 stocks this quarter.

Largest Holdings

iShares MSCI EAFE ETF: $96,381
Vanguard FTSE Emerging Markets ETF: $31,125
Vanguard Mid-Cap Value ETF: $28,509
iShares Russell 2000 Value ETF: $26,999
Vanguard Mid-Cap Growth ETF: $25,367

Largest New Holdings this Quarter

64110L106 - Netflix: $995 Holding
942622200 - Watsco: $664 Holding
G5960L103 - Medtronic: $406 Holding
946784105 - WAYSTAR HLDG CORP COM: $383 Holding
64361Q101 - VIPER ENERGY INC CL A: $305 Holding

Largest Purchases this Quarter

ServiceNow: 52,483 shares (about $5.49K)
PayPal: 61,375 shares (about $2.78K)
NIKE: 41,530 shares (about $2.19K)
UnitedHealth Group: 5,969 shares (about $1.62K)
Netflix: 10,350 shares (about $995.00)

Largest Sales this Quarter

iShares MSCI EAFE ETF: 83,000 shares (about $8.06K)
Salesforce: 27,222 shares (about $5.08K)
Vanguard Total Stock Market ETF: 12,617 shares (about $4.05K)
Vanguard S&P 500 ETF: 6,595 shares (about $3.94K)
Applied Materials: 10,401 shares (about $3.56K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
EFA iShares MSCI EAFE ETF	$96,381	$8,062 ▼	-7.7%	992,287	12.4%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$31,125	$2,593 ▼	-7.7%	575,857	4.0%	ETF
VOE Vanguard Mid-Cap Value ETF	$28,509	$3,447 ▼	-10.8%	154,707	3.7%	ETF
IWN iShares Russell 2000 Value ETF	$26,999	$2,933 ▼	-9.8%	142,405	3.5%	ETF
VOT Vanguard Mid-Cap Growth ETF	$25,367	$2,705 ▼	-9.6%	98,569	3.3%	ETF
BRK.B Berkshire Hathaway	$25,295	$2,175 ▼	-7.9%	52,785	3.3%	Finance
JNJ Johnson & Johnson	$25,226	$2,309 ▼	-8.4%	103,197	3.3%	Medical
IWO iShares Russell 2000 Growth ETF	$24,721	$2,991 ▼	-10.8%	78,777	3.2%	ETF
AMZN Amazon.com	$23,447	$1,392 ▼	-5.6%	112,579	3.0%	Retail/Wholesale
MSFT Microsoft	$22,781	$768 ▼	-3.3%	61,541	2.9%	Computer and Technology
AMAT Applied Materials	$22,498	$3,555 ▼	-13.6%	65,823	2.9%	Computer and Technology
AAPL Apple	$22,303	$2,063 ▼	-8.5%	87,881	2.9%	Computer and Technology
GOOGL Alphabet	$21,785	$2,480 ▼	-10.2%	75,758	2.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$21,508	$1,598 ▼	-6.9%	73,119	2.8%	Finance
WALMART INC COM	$15,864	$1,570 ▼	-9.0%	127,647	2.0%	COMMON
BRK.A Berkshire Hathaway	$14,363	$718 ▲	5.3%	20	1.9%	Finance
GOOG Alphabet	$12,576	$1,822 ▼	-12.7%	43,841	1.6%	Computer and Technology
PEP PepsiCo	$11,565	$494 ▲	4.5%	74,475	1.5%	Consumer Staples
AXP American Express	$11,454	$712 ▼	-5.9%	37,869	1.5%	Finance
PFE Pfizer	$11,359	$254 ▲	2.3%	404,538	1.5%	Medical
VOO Vanguard S&P 500 ETF	$11,268	$3,941 ▼	-25.9%	18,857	1.5%	ETF
COST Costco Wholesale	$9,845	$1,097 ▼	-10.0%	9,880	1.3%	Retail/Wholesale
WM Waste Management	$9,661	$368 ▲	4.0%	42,043	1.2%	Business Services
HD Home Depot	$9,488	$316 ▼	-3.2%	28,848	1.2%	Retail/Wholesale
DIS Walt Disney	$9,229	$315 ▼	-3.3%	95,759	1.2%	Consumer Discretionary
CVX Chevron	$9,118	$340 ▼	-3.6%	44,068	1.2%	Energy
DE Deere & Company	$8,657	$584 ▼	-6.3%	15,369	1.1%	Industrials
UNH UnitedHealth Group	$8,342	$1,615 ▲	24.0%	30,829	1.1%	Medical
NKE NIKE	$8,050	$2,194 ▲	37.5%	152,404	1.0%	Consumer Discretionary
NOC Northrop Grumman	$7,926	$788 ▼	-9.0%	11,617	1.0%	Aerospace
PYPL PayPal	$7,551	$2,776 ▲	58.1%	166,947	1.0%	Business Services
GD General Dynamics	$7,321	$719 ▼	-8.9%	21,331	0.9%	Aerospace
SBUX Starbucks	$7,001	$250 ▲	3.7%	78,147	0.9%	Retail/Wholesale
HON Honeywell International	$6,653	$282 ▼	-4.1%	29,434	0.9%	Multi-Sector Conglomerates
IDXX IDEXX Laboratories	$6,569	$257 ▼	-3.8%	11,691	0.8%	Medical
CRM Salesforce	$6,054	$5,081 ▼	-45.6%	32,432	0.8%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$6,009	$4,048 ▼	-40.2%	18,731	0.8%	ETF
TYL Tyler Technologies	$5,954	$571 ▲	10.6%	17,388	0.8%	Computer and Technology
NOW ServiceNow	$5,806	$5,487 ▲	1,720.8%	55,533	0.7%	Computer and Technology
VRSK Verisk Analytics	$5,185	$182 ▲	3.6%	27,326	0.7%	Business Services
VXUS Vanguard Total International Stock ETF	$5,042	$931 ▼	-15.6%	65,381	0.7%	ETF
VUG Vanguard Growth ETF	$3,904	$558 ▼	-12.5%	8,939	0.5%	ETF
GE VERNOVA INC COM	$3,715	$447 ▼	-10.7%	4,256	0.5%	COMMON
FAST Fastenal	$3,487	$93 ▲	2.7%	75,150	0.5%	Retail/Wholesale
VTV Vanguard Value ETF	$3,410	$552 ▼	-13.9%	17,379	0.4%	ETF
ECL Ecolab	$2,829	$6 ▼	-0.2%	10,637	0.4%	Basic Materials
TDG Transdigm Group	$2,695	$232 ▲	9.4%	2,325	0.3%	Aerospace
FANG Diamondback Energy	$2,532		0.0%	12,800	0.3%	Energy
LINDE PLC SHS	$2,501		0.0%	5,045	0.3%	COMMON
GNRC Generac	$2,417	$488 ▲	25.3%	12,375	0.3%	Industrials
AMGN Amgen	$2,377	$88 ▲	3.8%	6,757	0.3%	Medical
ROK Rockwell Automation	$2,346	$129 ▲	5.8%	6,535	0.3%	Computer and Technology
GS The Goldman Sachs Group	$2,311	$2,027 ▼	-46.7%	2,732	0.3%	Finance
LLY Eli Lilly and Company	$2,059	$245 ▲	13.5%	2,238	0.3%	Medical
VSGX Vanguard ESG International Stock ETF	$1,986	$79 ▲	4.1%	27,684	0.3%	ETF
ORLY O'Reilly Automotive	$1,957		0.0%	21,200	0.3%	Retail/Wholesale
SYK Stryker	$1,935		0.0%	5,888	0.2%	Medical
LOW Lowe's Companies	$1,906	$95 ▼	-4.7%	8,065	0.2%	Retail/Wholesale
BA Boeing	$1,838	$100 ▲	5.7%	9,235	0.2%	Aerospace
NVDA NVIDIA	$1,749	$219 ▲	14.3%	10,030	0.2%	Computer and Technology
RBA RB Global	$1,684	$1,233 ▼	-42.3%	17,570	0.2%	Business Services
SPY SPDR S&P 500 ETF Trust	$1,652		0.0%	2,540	0.2%	Finance
EVERPURE INC CL A	$1,614	$359 ▼	-18.2%	27,340	0.2%	COMMON
DSI iShares ESG MSCI KLD 400 ETF	$1,599	$392 ▲	32.5%	13,192	0.2%	ETF
V Visa	$1,578	$108 ▼	-6.4%	5,223	0.2%	Business Services
CAT Caterpillar	$1,572		0.0%	2,219	0.2%	Industrials
ICE Intercontinental Exchange	$1,549		0.0%	9,854	0.2%	Finance
AME AMETEK	$1,548	$70 ▲	4.7%	7,218	0.2%	Computer and Technology
MDB MongoDB	$1,506	$122 ▼	-7.5%	6,150	0.2%	Computer and Technology
DXCM DexCom	$1,484	$465 ▲	45.6%	23,645	0.2%	Medical
ISRG Intuitive Surgical	$1,461	$465 ▼	-24.2%	3,170	0.2%	Medical
HWM Howmet Aerospace	$1,413		0.0%	6,133	0.2%	Aerospace
XOM ExxonMobil	$1,373	$12 ▼	-0.8%	8,090	0.2%	Energy
IBM International Business Machines	$1,347		0.0%	5,559	0.2%	Computer and Technology
WWD Woodward	$1,321		0.0%	3,692	0.2%	Aerospace
IRTC iRhythm Technologies	$1,242	$53 ▲	4.5%	10,520	0.2%	Medical
TOST Toast	$1,208		0.0%	45,550	0.2%	Computer and Technology
CSCO Cisco Systems	$1,170		0.0%	15,074	0.2%	Computer and Technology
AVGO Broadcom	$1,126	$83 ▼	-6.8%	3,638	0.1%	Computer and Technology
QQQ Invesco QQQ	$1,115	$1,442 ▼	-56.4%	1,932	0.1%	Finance
PG Procter & Gamble	$1,099	$8 ▼	-0.7%	7,606	0.1%	Consumer Staples
UBER Uber Technologies	$1,071	$252 ▼	-19.0%	14,885	0.1%	Computer and Technology
NFLX Netflix	$995	$995 ▲	New Holding	10,350	0.1%	Consumer Discretionary
ABBV AbbVie	$983		0.0%	4,522	0.1%	Medical
PSB HLDGS INC WIS COM	$981		0.0%	35,373	0.1%	COMMON
SSO ProShares Ultra S&P500	$940	$334 ▼	-26.2%	18,110	0.1%	ETF
WAB Wabtec	$911		0.0%	3,648	0.1%	Transportation
GE GE Aerospace	$881	$568 ▼	-39.2%	3,103	0.1%	Aerospace
SEOAY Stora Enso Oyj	$877		0.0%	75,636	0.1%	Basic Materials
MCD McDonald's	$858	$16 ▼	-1.8%	2,762	0.1%	Retail/Wholesale
KO CocaCola	$805	$56 ▲	7.5%	10,589	0.1%	Consumer Staples
DFAT Dimensional U.S. Targeted Value ETF	$803	$138 ▲	20.7%	12,851	0.1%	ETF
VYM Vanguard High Dividend Yield ETF	$754	$83 ▼	-9.9%	5,091	0.1%	ETF
EMR Emerson Electric	$741		0.0%	5,656	0.1%	Industrials
CELC Celcuity	$708		0.0%	6,207	0.1%	Medical
BAC Bank of America	$697		0.0%	14,292	0.1%	Finance
AIR AAR	$684		0.0%	6,250	0.1%	Aerospace
DVN Devon Energy	$667		0.0%	13,250	0.1%	Energy
WSO Watsco	$664	$664 ▲	New Holding	1,825	0.1%	Construction
CRWD CrowdStrike	$662	$369 ▲	126.0%	1,695	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Woodtrust Financial Corp Top Holdings and 13F Report (2026)

About Woodtrust Financial Corp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Woodtrust Financial Corp Top Holdings and 13F Report (2026)

About Woodtrust Financial Corp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWoodtrust Financial Corp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools