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Latest WHITTIER TRUST CO Stock Portfolio

WHITTIER TRUST CO Performance:
2025 Q4: 1.98%YTD: 12.14%2024: 16.32%
Performance for 2025 Q4 is 1.98%, and YTD is 12.14%, and 2024 is 16.32%.

About WHITTIER TRUST CO and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, WHITTIER TRUST CO reported an equity portfolio of $9.2 Billions as of 31 Dec, 2025.

The top stock holdings of WHITTIER TRUST CO are NVDA, GOOG, AAPL. The fund has invested 6.8% of it's portfolio in NVIDIA CORP and 5.3% of portfolio in ALPHABET INC.

The fund managers got completely rid off PROSHARES TR, USIO INC (USIO) and INTERPUBLIC GROUP COS INC (IPG) stocks. They significantly reduced their stock positions in PIMCO CA MUN, ISHARES ESG USD CORP (AGT) and VERTEX INC CLASS A (VERX). WHITTIER TRUST CO opened new stock positions in ISHR RUSSELL MICR ID (AAXJ), PROSHARES TRUST and ISHARES TRUST (DMXF). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD ESG US CORP (EDV), SNOWFLAKE INC (SNOW) and SERVICETITAN INC CL.

WHITTIER TRUST CO Annual Return Estimates Vs S&P 500

Our best estimate is that WHITTIER TRUST CO made a return of 1.98% in the last quarter. In trailing 12 months, it's portfolio return was 12.14%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishr russell micr id19,588,700
proshares trust4,025,710
solstice advanced materials inc.3,506,330
ishares trust3,111,220
ares capital1,758,040
companhia de saneamento basico do estado550,063
New stocks bought by WHITTIER TRUST CO

Additions

Ticker% Inc.
vanguard esg us corp30,379
snowflake inc17,351
servicetitan inc cl11,668
ishares s korea11,203
american homes 4 ren3,765
ishr s&p gsti sft2,624
gci liberty inc-cl c1,639
netflix920
Additions to existing portfolio by WHITTIER TRUST CO

Reductions

Ticker% Reduced
chipotle mexican-88.47
invitation homes inc-88.31
motorola solutions-83.66
starwood property-81.02
progressive corp-75.15
csx corp-70.68
wd-40-62.42
iqvia holdings inc-54.57
WHITTIER TRUST CO reduced stake in above stock

Sold off

None of the stocks were completely sold off by WHITTIER TRUST CO

Sector Distribution

WHITTIER TRUST CO has about 26.9% of it's holdings in Technology sector.

Sector%
Technology26.9
Others22.8
Financial Services10.8
Communication Services8.5
Healthcare7.9
Consumer Cyclical7.9
Industrials6.1
Consumer Defensive3.2
Energy2.3
Real Estate1.3

Market Cap. Distribution

WHITTIER TRUST CO has about 74.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP45.1
LARGE-CAP29.1
UNALLOCATED22.7
MID-CAP2.9

Stocks belong to which Index?

About 69.8% of the stocks held by WHITTIER TRUST CO either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50068.6
Others30.3
RUSSELL 20001.2
Top 5 Winners (%)%
LITE
lumentum holdings
142.6 %
ARWR
arrowhead pharmaceut
96.0 %
SSP
scripps e w co ohio
94.7 %
HL
hecla mining company
87.1 %
GH
guardant health inc
78.6 %
Top 5 Winners ($)$
GOOG
alphabet inc.
105.5 M
LLY
lilly eli & co
35.4 M
AMZN
amazon.com
28.5 M
AMAT
applied materials
24.2 M
GOOG
alphabet inc
17.7 M
Top 5 Losers (%)%
NFLX
netflix
-86.5 %
NOW
servicenow inc
-78.5 %
TPL
texas pacific land
-59.7 %
CORT
corcept therapeutics
-59.4 %
first trust senior
-55.2 %
Top 5 Losers ($)$
NOW
servicenow inc
-131.7 M
MSFT
microsoft corp
-38.1 M
NFLX
netflix
-23.4 M
META
meta platforms inc
-11.9 M
ORCL
oracle systems
-10.8 M

WHITTIER TRUST CO Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WHITTIER TRUST CO

WHITTIER TRUST CO has 1353 stocks in it's portfolio. About 39.8% of the portfolio is in top 10 stocks. NOW proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for WHITTIER TRUST CO last quarter.

Last Reported on: 26 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions