WoodTrust Financial Corp

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Jason Deitz - SVP & Chief Investment Officer
Location
Wisconsin Rapids, WI
Holdings as of
March 31, 2025
Value $
$714M
Num holdings
163
Date filed
4/22/2025, 05:50 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included EFA, BRKB, VOE, VOT, and IWN.
Previous filing
Q4 2024 - Feb 6, 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q1 compared to 2024 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jason Deitz SVP & Chief Investment Officer Wisconsin Rapids, Wisconsin 4/22/2025

WoodTrust Financial Corp is the parent holding company of WoodTrust Bank. The characterization of shared investment discretion with parent holding companies is made solely as a consequence of SEC interpretations regarding control through share ownership.

Other Included Managers (1):

Num Name Location File Number
1 WoodTrust Bank Wisconsin Rapids, WI 028-18204