Trust Point Inc’s Woodward WWD Stock Holding History

Trust Point Inc’s Portfolio WWD Stock Details WWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$330K	Buy	776 +23	+3%	+$8.72K	0.03%	319
2026 Q1	$270K	Buy	753 +79	+12%	+$28.4K	0.02%	420
2025 Q4	$204K	Sell	674 -120	-15%	-$33K	0.02%	463
2025 Q3	$201K	Buy	+794	New	+$197K	0.02%	468
2025 Q1	–	Sell	-1,776	Closed	-$296K	–	569
2024 Q4	$296K	Buy	+1,776	New	+$303K	0.02%	429
2024 Q3	–	Sell	-1,189	Closed	-$207K	–	535
2024 Q2	$207K	Sell	1,189 -121	-9%	-$20.6K	0.02%	476
2024 Q1	$202K	Buy	+1,310	New	+$184K	0.02%	509

Other funds holding WWD

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $127M AUM