WF
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WoodTrust Financial’s BILL Holdings BILL Stock Holding History

WoodTrust Financial’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-25,600
Closed -$1.4M – 176
2025
Q4 		$1.4M Sell
25,600
-100
-0.4% -$5.14K 0.16% 78
2025
Q3 		$1.36M Sell
25,700
-17,255
-40% -$801K 0.16% 80
2025
Q2 		$6.43M Buy
42,955
+25,055
+140% +$1.11M 0.82% 37
2025
Q1 		$821K Buy
17,900
+9,900
+124% +$666K 0.12% 91
2024
Q4 		$678K Hold
8,000
– – 0.1% 99
2024
Q3 		$422K Buy
+8,000
New +$412K 0.06% 120
2024
Q1 		– Sell
-3,400
Closed -$277K – 169
2023
Q4 		$277K Buy
+3,400
New +$279K 0.05% 139
2023
Q1 		– Sell
-2,700
Closed -$294K – 146
2022
Q4 		$294K Buy
2,700
+250
+10% +$30K 0.06% 122
2022
Q3 		$324K Buy
+2,450
New +$352K 0.07% 116

Other funds holding BILL

ECH
ER Collective Holdings Washington, District of Columbia $326M AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return