13F Insight
DOSSIER · 13F-HR · Q2 2025

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

$540M in tracked AUM across 64 positions as of Q2 2025.

WC
CIK 0001566968 · last filed Jun 30, 2025
Total AUM
$540M
as of Q2 2025
Holdings
64
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2025

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
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Filing history

2025Q2Jun 30
$540M▲ 10.5%
64 positionsLocked2025Q1Mar 31
$489M▲ 6.4%
65 positionsLocked2024Q4Dec 31
$459M▼ 2.0%
53 positionsLocked2024Q3Sep 30
$469M▲ 6.1%
52 positionsLocked2024Q2Jun 30
$442M▲ 1.1%
51 positionsLocked2024Q1Mar 31
$437M▲ 5.2%
50 positionsLocked2023Q4Dec 31
$415M▲ 9.7%
49 positionsLocked2023Q3Sep 30
$378M▼ 3.5%
48 positionsLocked2023Q2Jun 30
$392M▲ 4.8%
46 positionsLocked2023Q1Mar 31
$374M▲ 6.0%
45 positionsLocked2022Q4Dec 31
$353M▲ 6.0%
45 positionsLocked2022Q3Sep 30
$333M▼ 5.2%
47 positionsLocked
Showing 12 of 48