WoodTrust Financial Corp - Portfolio overview

WoodTrust Financial Corp has 198 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. EFA - ISHARES TR MSCI EAFE ETF, 16.09%
2. VOE - VANGUARD INDEX FDS MCAP VL IDXVIP, 4.76%
3. IWN - ISHARES TR RUS 2000 VAL ETF, 4.51%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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