Position in WSO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$760,532
+$96,616 QoQ
Shares Held
1,825
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#389
of 782 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026WoodTrust Financial Corp holds $4,466,862 across 2 Industrial Distribution names. WSO ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
77,167 | $3,706,330 | |
| 2 | WSO |
Watsco Inc
This page
|
1,825 | $760,532 |
All Filings in WSO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $760,532 | 1,825 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $663,916 | 1,825 | Shares | Defined | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||