WOODSTOCK CORPORATION
CRD #110662 SEC #801-4782 BOSTON, MA 617-227-0600
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
7
Clients
0
Accounts
568
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.2B | $1.2B | $0 | 7 | 0 |
| Oct 2024 | $1.1B | $1.1B | $0 | 8 | 0 |
| Jun 2024 | $1.1B | $1.1B | $0 | 8 | 0 |
| Jun 2023 | $921.7M | $921.7M | $0 | 8 | 0 |
| Jun 2022 | $997.1M | $994.5M | $2.6M | 8 | 0 |
| Jan 2022 | $940.7M | $938.3M | $2.3M | 9 | 0 |
| Jul 2021 | $940.7M | $938.3M | $2.3M | 9 | 0 |
| Jan 2021 | $624.2M | $622.3M | $1.8M | 7 | 0 |
| Jun 2020 | $624.2M | $622.3M | $1.8M | 7 | 0 |
| Jun 2019 | $675.9M | $673.9M | $1.9M | 7 | 0 |
| Jun 2018 | $638.4M | $636.7M | $1.8M | 7 | 0 |
| Jun 2017 | $621.3M | $619.6M | $1.7M | 7 | 200 |
| Jan 2017 | $608.7M | $606M | $2.7M | 7 | 200 |
| Jun 2016 | $608.7M | $606M | $2.7M | 7 | 200 |
| Jun 2015 | $675.1M | $672.6M | $2.5M | 8 | 200 |
| Jun 2014 | $699.5M | $695.2M | $4.3M | 7 | 200 |
| Jun 2013 | $609.8M | $606.1M | $3.8M | 9 | 200 |
| Jun 2012 | $524.3M | $519.7M | $4.5M | 6 | 200 |
| Mar 2012 | $492.6M | $488.3M | $4.3M | 6 | 200 |
| Jun 2011 | $570.1M | $564.5M | $5.6M | 10 | -- |
| Jan 2011 | $535.5M | $525.2M | $10.4M | 10 | -- |
| Jun 2010 | $535.5M | $525.2M | $10.4M | 10 | -- |
| Jun 2009 | $435.5M | $426.6M | $8.9M | 10 | -- |
| Mar 2006 | $596M | $565.3M | $30.7M | -- | -- |
| Jun 2004 | $589.5M | $538.8M | $50.7M | -- | -- |
| Oct 2001 | $1.4B | $1.2B | $129.8M | -- | -- |
| Oct 2001 | $1.4B | $1.2B | $129.8M | -- | -- |
DateJun 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees7
Clients0
DateOct 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees8
Clients0
DateJun 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees8
Clients0
DateJun 2023
Total AUM$921.7M
Discretionary$921.7M
Non-Disc.$0
Employees8
Clients0
DateJun 2022
Total AUM$997.1M
Discretionary$994.5M
Non-Disc.$2.6M
Employees8
Clients0
DateJan 2022
Total AUM$940.7M
Discretionary$938.3M
Non-Disc.$2.3M
Employees9
Clients0
DateJul 2021
Total AUM$940.7M
Discretionary$938.3M
Non-Disc.$2.3M
Employees9
Clients0
DateJan 2021
Total AUM$624.2M
Discretionary$622.3M
Non-Disc.$1.8M
Employees7
Clients0
DateJun 2020
Total AUM$624.2M
Discretionary$622.3M
Non-Disc.$1.8M
Employees7
Clients0
DateJun 2019
Total AUM$675.9M
Discretionary$673.9M
Non-Disc.$1.9M
Employees7
Clients0
DateJun 2018
Total AUM$638.4M
Discretionary$636.7M
Non-Disc.$1.8M
Employees7
Clients0
DateJun 2017
Total AUM$621.3M
Discretionary$619.6M
Non-Disc.$1.7M
Employees7
Clients200
DateJan 2017
Total AUM$608.7M
Discretionary$606M
Non-Disc.$2.7M
Employees7
Clients200
DateJun 2016
Total AUM$608.7M
Discretionary$606M
Non-Disc.$2.7M
Employees7
Clients200
DateJun 2015
Total AUM$675.1M
Discretionary$672.6M
Non-Disc.$2.5M
Employees8
Clients200
DateJun 2014
Total AUM$699.5M
Discretionary$695.2M
Non-Disc.$4.3M
Employees7
Clients200
DateJun 2013
Total AUM$609.8M
Discretionary$606.1M
Non-Disc.$3.8M
Employees9
Clients200
DateJun 2012
Total AUM$524.3M
Discretionary$519.7M
Non-Disc.$4.5M
Employees6
Clients200
DateMar 2012
Total AUM$492.6M
Discretionary$488.3M
Non-Disc.$4.3M
Employees6
Clients200
DateJun 2011
Total AUM$570.1M
Discretionary$564.5M
Non-Disc.$5.6M
Employees10
Clients--
DateJan 2011
Total AUM$535.5M
Discretionary$525.2M
Non-Disc.$10.4M
Employees10
Clients--
DateJun 2010
Total AUM$535.5M
Discretionary$525.2M
Non-Disc.$10.4M
Employees10
Clients--
DateJun 2009
Total AUM$435.5M
Discretionary$426.6M
Non-Disc.$8.9M
Employees10
Clients--
DateMar 2006
Total AUM$596M
Discretionary$565.3M
Non-Disc.$30.7M
Employees--
Clients--
DateJun 2004
Total AUM$589.5M
Discretionary$538.8M
Non-Disc.$50.7M
Employees--
Clients--
DateOct 2001
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$129.8M
Employees--
Clients--
DateOct 2001
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$129.8M
Employees--
Clients--