WOODTRUST FINANCIAL CORP

WISCONSIN RAPIDS, WI How do I update this listing?

Woodtrust Financial Corp is based out of Wisconsin Rapids. Their last reported 13F filing for Q2 2020 included $250,147,000 in managed 13F securities and a top 10 holdings concentration of 45.18%. Woodtrust Financial Corp's largest holding is iShares MSCI EAFE Index Fund with shares held of 402,866. Whalewisdom has at least 11 13F filings

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06/30/2020

13F Activity

  • Market Value $250.147 Million
  • Prior Market Value $212.998 Million
  • New Purchases22 stocks
  • Additional Purchases33 stocks
  • Sold out of4 stocks
  • Reduced holdings in23 stocks
  • Top 10 Holdings % 45.18 %
  • Turnover % [1]:29.89%
  • Turnover Alt % [2]: 15.90 %
  • Time Held Top20:7.95 quarters
  • Time Held Top10:7.10 quarters
  • Time Held All:6.86 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 26.35%
Performance Last 4 Quarters: 1.99%
Performance Metrics
Stats are not available for the latest quarter

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13F Managers

Subsidiaries/Managers included in latest 13F
Name
WoodTrust Bank

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