Woodstock Holdings, Inc. (WSFL) Stock Price & Analysis
Educational signal · not a buy or sell recommendation · How to read this
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerWoodstock Holdings, Inc. (WSFL) trades at $0.0001. Woodstock Holdings, Inc. operates as a securities brokerage and investment banking service provider in the United States. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for WSFL: WSFL does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
No score published: we hold no usable price for this ticker, and a grade beside a missing price says nothing.
Woodstock Holdings, Inc. (WSFL) Financial Services Profile
Woodstock Holdings, Inc., established in 1995, provides securities brokerage and investment banking services, offering diverse financial products like stocks, mutual funds, and managed accounts. Operating through a network of independent representatives, the company caters to both individual and institutional investors within the U.S. financial market.
What Is the Investment Thesis for WSFL?
Woodstock Holdings, Inc. presents a focused play on the U.S. financial services market, specifically targeting individual and institutional investors through a network of independent representatives. With a small team of 11 employees and negative profitability (Profit Margin: -2.0%), the company's growth potential hinges on efficient scaling of its brokerage and investment banking services. Key value drivers include expanding its network of registered representatives and increasing assets under management. Catalysts for growth include strategic partnerships and enhanced service offerings. However, the company faces risks associated with operating in the competitive financial services industry, including regulatory compliance and market volatility. The negative P/E ratio of -0.01 and a Beta of -2.49 suggest high volatility and potential risk.
Based on FMP financials and quantitative analysis
WSFL Key Highlights
Operates as a securities brokerage and investment banking service provider in the United States.
- Offers a range of financial products including stocks, mutual funds, bonds, and managed accounts.
- Distributes products through a network of independent contractor registered representatives.
- Provides investment supervisory, planning, and consulting services in various financial areas.
- Profit Margin is -2.0% indicating the company is not currently profitable.
Who Are WSFL's Competitors?
WSFL is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| LGHL Lion Group Holding Ltd. | $3.84 | -4.24% | — | |
| ARBK Argo Blockchain plc | $2.29 | +1.78% | — | |
| MEGL Magic Empire Global Limited | $0.82 | -10.57% | $7.02M | — |
| NCPL Netcapital Inc. | $1.32 | -5.71% | $10.4M | — |
| GSIW Garden Stage Limited | $9.90 | +4.10% | $13.4M | — |
| MDBH MDB Capital Holdings, LLC | $2.22 | -7.50% | $24.2M | — |
| COHN Cohen & Company Inc. | $9.90 | +1.23% | $31.6M | 44 5-pillar |
| PROP Prairie Operating Co. | $0.38 | +1.73% | $36.7M | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are WSFL's Key Strengths?
Established network of independent contractor registered representatives
- Diversified range of financial products and services
- Full-service commission and fee-based money management services
- Long-standing presence in the financial services industry
What Are WSFL's Weaknesses?
Small number of employees (11)
- Negative profit margin (-2.0%)
- Limited brand recognition compared to larger competitors
- Dependence on independent contractors for distribution
What Are the Key Risks for WSFL?
Financial-distress signal — its Altman Z-Score of -0.81 sits in the distress zone (elevated bankruptcy risk).
- Negative return on equity (-22.7%) — the business is not currently generating profit on shareholder capital.
- Weak fundamentals — a Piotroski F-Score of 3/9 flags soft profitability, leverage or efficiency.
- Economic downturns and market volatility impacting investment performance.
- Increasing cybersecurity threats compromising client data.
- Intense competition from larger, more established firms.
- Regulatory compliance challenges in the financial services industry.
- Limited liquidity due to OTC market trading.
What Are WSFL's Competitive Advantages?
- Established network of independent contractor registered representatives.
- Full-service commission and fee-based money management services.
- Diversified range of financial products and services.
- Long-standing presence in the financial services industry (founded in 1995).
What Does WSFL Do?
Woodstock Holdings, Inc. was founded in 1995 and is headquartered in Woodstock, Georgia. The company operates as a securities brokerage and investment banking service provider within the United States. Through its subsidiary, Woodstock Holdings offers a comprehensive suite of financial products and services, including stocks, mutual funds, bonds, and managed accounts. These products are distributed through a network of independent contractor registered representatives who serve retail clients. Additionally, the company provides variable annuities and life insurance products through independent contractors and a broker network, targeting both retail clients and consumers. Woodstock Holdings also delivers investment supervisory services, alongside planning and consulting services across various financial domains. These areas encompass financial planning, tax planning, benefits consulting, and the structuring of corporate 401(k)s, among other financial structures. The company caters to individual and institutional investors, offering full-service commission and fee-based money management services. Originally known as Woodstock Financial Group, Inc., the company rebranded as Woodstock Holdings, Inc. in January 2010, marking a strategic shift in its corporate identity.
What Products and Services Does WSFL Offer?
- Provides securities brokerage services.
- Offers investment banking services.
- Sells stocks, mutual funds, and bonds.
- Provides managed accounts.
- Offers investment advisory and financial planning products and services.
- Provides variable annuities and life insurance products.
- Offers investment supervisory services.
- Provides financial, tax, and benefits consulting.
How Does WSFL Make Money?
- Generates revenue through commissions on securities transactions.
- Earns fees from money management services.
- Receives fees from investment advisory and financial planning services.
- Generates revenue from the sale of variable annuities and life insurance products.
What Industry Does WSFL Operate In?
Woodstock Holdings, Inc. operates within the competitive financial services industry, which is characterized by evolving regulatory landscapes and increasing demand for diverse investment products. The industry is witnessing a shift towards fee-based advisory services and digital platforms. Woodstock Holdings competes with larger, more established firms and faces pressure from fintech companies offering innovative investment solutions. The company's success depends on its ability to adapt to changing market dynamics and differentiate its services through personalized financial advice and strong client relationships.
Who Are WSFL's Key Customers?
- Individual investors seeking financial advice and investment products.
- Institutional investors seeking brokerage and investment banking services.
- Retail clients purchasing stocks, mutual funds, and bonds.
- Consumers purchasing variable annuities and life insurance products.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● No usable price
- ● No filing on record
- ● No analyst coverage
Company Profile
Woodstock Holdings, Inc. operates in the Financial - Capital Markets industry within the Financial Services sector. It is headquartered in Woodstock, US. The company is led by CEO William Jasper Raike. WSFL has traded publicly since 2010.
Key Financial Metrics
Return on equity for Woodstock Holdings, Inc. stands at -22.7%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -24.6%, showing how much profit it generates from its asset base.
Financial Health
Woodstock Holdings, Inc.'s Piotroski F-Score is 3/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of -0.81 places it in the distress zone, a signal of elevated financial risk.
WSFL Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
WSFL Latest News
No recent news available for WSFL.
WSFL Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for WSFL.
Price Targets
Wall Street price target analysis for WSFL.
WSFL MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for WSFL; grades run from A+ (80-100) to F (below 30).
Leadership: William Jasper Raike
CEO
William Jasper Raike serves as the CEO of Woodstock Holdings, Inc. His leadership experience includes managing a team of 11 employees. His expertise likely lies in the financial services sector, given his current role at Woodstock Holdings.
Track Record: Due to limited information, it is difficult to assess William Jasper Raike's specific achievements and strategic decisions as CEO of Woodstock Holdings, Inc. However, as CEO, he is responsible for guiding the company's strategic direction and overseeing its operations within the securities brokerage and investment banking sectors.
WSFL OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Woodstock Holdings, Inc. may not meet the minimum financial standards or disclosure requirements of higher tiers like OTCQX or OTCQB. Companies in this tier often have limited trading volume and liquidity, and may not be subject to the same level of regulatory oversight as companies listed on major exchanges like the NYSE or NASDAQ. Investing in companies on the OTC Other tier carries significant risks due to the lack of transparency and potential for fraud or manipulation.
- OTC Tier: OTC Other
- Limited liquidity and trading volume on the OTC market.
- Lack of transparency and limited financial disclosures.
- Potential for price manipulation and fraud.
- Higher risk of delisting or trading suspension.
- Limited regulatory oversight compared to major exchanges.
- Verify the company's registration and compliance status with regulatory agencies.
- Obtain and review the company's financial statements, if available.
- Assess the company's business model and competitive landscape.
- Evaluate the company's management team and their track record.
- Understand the risks associated with investing in OTC stocks.
- Consult with a qualified financial advisor.
- Check for any legal or regulatory issues.
- Company has been in operation since 1995.
- Provides a range of financial products and services.
- Operates through a network of independent contractor registered representatives.
- Company is headquartered in the United States.
- Company changed its name in 2010 indicating some corporate activity.
Common Questions About WSFL (Financials)
What do analysts say about WSFL stock?
Currently, there is no available analyst coverage or consensus on Woodstock Holdings, Inc. (WSFL) due to its OTC listing and limited market capitalization. Key valuation metrics such as price targets and ratings are not established.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Limited financial data available for Woodstock Holdings, Inc.
- OTC market investments carry higher risk.