WF
CWST icon

WoodTrust Financial’s Casella Waste Systems CWST Stock Holding History

WoodTrust Financial’s Portfolio CWST Stock Details CWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$362K Buy
4,500
+2,250
+100% +$206K 0.04% 144
2026
Q2 		$218K Buy
+2,250
New +$192K 0.03% 172
2026
Q1 		– Sell
-2,250
Closed -$220K – 178
2025
Q4 		$220K Sell
2,250
-1,000
-31% -$92.8K 0.03% 171
2025
Q3 		$308K Buy
3,250
+1,000
+44% +$101K 0.04% 146
2025
Q2 		$260K Hold
2,250
– – 0.03% 136
2025
Q1 		$251K Buy
+2,250
New +$246K 0.04% 146

Other funds holding CWST

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

WoodTrust Financial's CWST Position: Q3 2026 in Review

WoodTrust Financial increased its Casella Waste Systems (CWST) stake by 100% in Q3 2026, buying an estimated $206K and bringing the position to 4,500 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #144.

WoodTrust Financial first reported a position in CWST in Q1 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold CWST as of Q3 2026.

  • WoodTrust Financial held 4,500 shares of Casella Waste Systems worth $362K as of Q3 2026.
  • WoodTrust Financial bought 2,250 Casella Waste Systems shares in Q3 2026, an estimated $206K.
  • Casella Waste Systems made up 0.04% of WoodTrust Financial's portfolio in Q3 2026, its #144 holding.
  • WoodTrust Financial first reported a position in Casella Waste Systems in Q1 2025 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.