Long-term investor
Woodtrust Financial Corp. @woodtrustfinancialcorp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001725247).
Record
- Tracked since 2025-06-30 (434 days), 103 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months +8.4% · 1 year +17.6% · all +17.6%
- Max drawdown -2.1% · Sharpe 1.12 · win rate 16% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- EFA · 11.9% · long · since 2025-06-30
- AMAT · 5.2% · long · since 2025-06-30
- VWO · 3.9% · long · since 2025-09-30
- BRK-B · 3.7% · long · since 2025-06-30
- IWN · 3.5% · long · since 2025-06-30
- VOE · 3.4% · long · since 2025-09-30
- IWO · 3.4% · long · since 2025-06-30
- VOT · 3.4% · long · since 2025-09-30
- JPM · 3.3% · long · since 2025-06-30
- GOOGL · 3.1% · long · since 2025-06-30
- AMZN · 3.0% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30