WF
CWAN

WoodTrust Financial’s Clearwater Analytics CWAN Stock Holding History

WoodTrust Financial’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,750
Closed -$214K – 187
2025
Q2 		$214K Buy
+9,750
New +$224K 0.03% 144

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WoodTrust Financial's CWAN Position: Q3 2025 in Review

WoodTrust Financial sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 9,750 shares — an estimated $214K sold.

WoodTrust Financial first reported a position in CWAN in Q2 2025 and held it in 1 quarter. The position peaked at $214K in Q2 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • WoodTrust Financial reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • WoodTrust Financial sold 9,750 Clearwater Analytics shares in Q3 2025, an estimated $214K.
  • WoodTrust Financial first reported a position in Clearwater Analytics in Q2 2025 and held it in 1 quarter.
  • WoodTrust Financial's Clearwater Analytics position peaked at $214K in Q2 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on WoodTrust Financial's 13F filing for Q3 2025, filed 28 Oct 2025.