WoodTrust Financial Corp

13F Filings History

Latest 13F report
Q2 2025 - Jul 23, 2025
Value $
$698M
Signature - Title
Jason Deitz - SVP & Chief Investment Officer
Location
Wisconsin Rapids, WI
Summary
This page shows a list of all the recent 13F filings made by WoodTrust Financial Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WoodTrust Financial Corp reported 158 stock holdings with total value $698M as of Q2 2025. Top holdings included EFA, MSFT, ASB, BRKB, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 158 $698M +$74.8M -$130M -$55.5M EFA, MSFT, ASB, BRKB, AMZN 13F-HR 7/23/2025, 01:37 PM
Q1 2025 163 $714M +$54.8M -$39.1M +$15.7M EFA, BRKB, VOE, VOT, IWN 13F-HR 4/22/2025, 05:50 PM
Q4 2024 177 $711M +$29.9M -$19.8M +$10.1M EFA, VOT, VOE, IWN, MSFT 13F-HR 2/6/2025, 02:05 PM
Q3 2024 185 $703M +$39.7M -$20.2M +$19.5M EFA, VOE, BRKB, VOT, MSFT 13F-HR 10/31/2024, 05:26 PM
Q2 2024 165 $643M +$221M -$210M +$11.3M EFA, MSFT, VOE, VOT, IWN 13F-HR 8/13/2024, 02:55 PM
Q1 2024 168 $631M +$223M -$208M +$15.6M MSFT, BRKB, AMZN, CRM, AAPL 13F-HR 4/17/2024, 03:46 PM
Q4 2023 163 $585M +$27.5M -$20.4M +$7.08M EFA, MSFT, IWN, VOE, VOT 13F-HR 1/23/2024, 12:47 PM
Q3 2023 151 $523M +$18M -$7.71M +$10.3M EFA, BRKB, MSFT, IWN, VOT 13F-HR 10/16/2023, 10:54 AM
Q2 2023 149 $540M +$29.1M -$23.4M +$5.63M EFA, MSFT, VOE, AAPL, VOT 13F-HR 7/28/2023, 10:55 AM
Q1 2023 145 $515M +$26.8M -$6.97M +$19.8M EFA, VOE, BRKB, MSFT, AAPL 13F-HR 4/14/2023, 04:44 PM
Q4 2022 146 $484M +$33.6M -$19.9M +$13.7M EFA, VTI, VOE, BRKB, IWN 13F-HR 1/23/2023, 09:39 AM
Q3 2022 138 $445M +$46.9M -$8.22M +$38.6M EFA, VOE, IWN, AAPL, BRKB 13F-HR 10/28/2022, 04:23 PM
Q2 2022 144 $445M +$53.6M -$4.04M +$49.5M EFA, VOE, IWN, AAPL, MSFT 13F-HR 7/22/2022, 03:48 PM
Q1 2022 143 $492M +$40.7M -$3.49M +$37.2M EFA, VOE, IWN, AAPL, BRKB 13F-HR 4/25/2022, 12:40 PM
Q4 2021 141 $483M +$44.5M -$11.1M +$33.3M EFA, IWN, VOT, AAPL, VOE 13F-HR 2/14/2022, 02:08 PM
Q3 2021 127 $426M +$51.2M -$4.37M +$46.8M EFA, IWN, VOT, VOE, IWO 13F-HR 11/8/2021, 09:32 AM
Q2 2021 126 $379M +$24.2M -$7.37M +$16.8M EFA, IWN, VOT, IWO, VOE 13F-HR 8/2/2021, 06:31 PM
Q1 2021 105 $340M +$14.2M -$14.4M -$220K EFA, IWN, IWO, VOE, VOT 13F-HR 4/22/2021, 11:33 AM
Q4 2020 105 $320M +$18.8M -$4.67M +$14.1M EFA, IWO, VOT, IWN, AAPL 13F-HR 1/21/2021, 11:08 AM
Q3 2020 105 $276M +$20.9M -$3.41M +$17.4M EFA, VOT, IWO, AAPL, VOE 13F-HR 10/13/2020, 10:42 AM
Q2 2020 87 $250M +$39.8M -$21.3M +$18.5M EFA, VOT, IWO, MSFT, VOE 13F-HR 7/28/2020, 06:02 PM
Q1 2020 69 $213M +$32.8M -$14.9M +$17.9M VTI, EFA, VT, MSFT, BRKB 13F-HR 4/7/2020, 03:01 PM
Q4 2019 75 $254M +$9.16M -$1.99M +$7.17M EFA, VOT, VOE, IWO, BRKB 13F-HR 1/21/2020, 02:14 PM
Q3 2019 71 $232M +$12.7M -$1.02M +$11.7M EFA, VOT, VOE, BRKB, IWO 13F-HR 10/15/2019, 12:28 PM
Q2 2019 74 $222M +$10.2M -$367K +$9.86M EFA, VOT, BRKB, VOE, IWO 13F-HR 7/15/2019, 02:57 PM
Q1 2019 72 $209M +$23.7M -$8.63M +$15.1M EFA, VOT, IWO, VOE, IWN 13F-HR 4/12/2019, 09:56 AM
Q4 2018 71 $177M +$20.4M -$18.5M +$1.93M EFA, BRKB, VOT, FIS, IWO 13F-HR 2/4/2019, 11:58 AM
Q3 2018 77 $207M +$7.98M -$3.07M +$4.9M EFA, VOT, IWO, VOE, IWN 13F-HR 10/16/2018, 02:10 PM
Q2 2018 78 $191M +$11.1M -$8.56M +$2.59M EFA, IWO, VOT, IWN, VOE 13F-HR 7/24/2018, 12:03 PM
Q1 2018 76 $186M +$9.47M -$1.59M +$7.87M EFA, IWO, VOT, VOE, BRKB 13F-HR 4/18/2018, 11:09 AM
Q4 2017 76 $188M EFA, IWO, BRKB, VOE, VOT 13F-HR 1/23/2018, 12:46 PM