WF
P

WoodTrust Financial’s Everpure Inc P Stock Holding History

WoodTrust Financial’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.88M Sell
23,840
-3,500
-13% -$256K 0.22% 62
2026
Q1 		$1.61M Sell
27,340
-6,075
-18% -$411K 0.21% 63
2025
Q4 		$2.24M Sell
33,415
-80
-0.2% -$6.68K 0.26% 53
2025
Q3 		$2.81M Sell
33,495
-200
-0.6% -$13.3K 0.33% 46
2025
Q2 		$1.94M Hold
33,695
– – 0.25% 59
2025
Q1 		$1.49M Buy
33,695
+700
+2% +$42.2K 0.21% 69
2024
Q4 		$2.03M Buy
32,995
+12,845
+64% +$715K 0.29% 57
2024
Q3 		$1.01M Buy
20,150
+13,850
+220% +$783K 0.14% 87
2024
Q2 		$405K Sell
6,300
-2
-0% -$116 0.06% 123
2024
Q1 		$328K Buy
6,302
+2
+0% +$89 0.05% 134
2023
Q4 		$225K Hold
6,300
– – 0.04% 155
2023
Q3 		$224K Sell
6,300
-600
-9% -$22.3K 0.04% 141
2023
Q2 		$254K Buy
+6,900
New +$195K 0.05% 136

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WoodTrust Financial's P Position: Q2 2026 in Review

WoodTrust Financial reduced its Everpure Inc (P) stake by 13% in Q2 2026, selling an estimated $256K and leaving 23,840 shares worth $1.88M. The position accounts for 0.22% of the portfolio, ranked #62.

WoodTrust Financial first reported a position in P in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.81M in Q3 2025. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • WoodTrust Financial held 23,840 shares of Everpure Inc worth $1.88M as of Q2 2026.
  • WoodTrust Financial sold 3,500 Everpure Inc shares in Q2 2026, an estimated $256K.
  • Everpure Inc made up 0.22% of WoodTrust Financial's portfolio in Q2 2026, its #62 holding.
  • WoodTrust Financial first reported a position in Everpure Inc in Q2 2023 and has held it in 13 quarters since.
  • WoodTrust Financial's Everpure Inc position peaked at $2.81M in Q3 2025.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.