How many stocks does WHITTIER TRUST CO own?

As of Q4 2025, WHITTIER TRUST CO holds 1,349 positions in their 13F portfolio.

What is WHITTIER TRUST CO's largest holding?

NVDA at 6.8% of portfolio, worth $630M.

What is WHITTIER TRUST CO's total portfolio value?

$9.2B as of Q4 2025, tracked across 1,349 holdings.

Is WHITTIER TRUST CO a hedge fund?

WHITTIER TRUST CO is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does WHITTIER TRUST CO report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has WHITTIER TRUST CO's portfolio changed in Q4 2025?

View WHITTIER TRUST CO's latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

What is WHITTIER TRUST CO's investment strategy?

WHITTIER TRUST CO is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

WHITTIER TRUST CO Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

WHITTIER TRUST CO

Institutional investor · Portfolio as of Q4 2025

Below Average(2.0 / 5.0)

$9.2B

AUM

1,349

Positions

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

WHITTIER TRUST CO manages $9.2B across 1349 positions as of Q4 2025. Top holdings: NVDA (6.8%), GOOG (5.3%), AAPL (5.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.

Q4 2025 Summary

Active quarter - 61 new positions, 87 exits, 251 increased. Top move: LLY (INCREASED, conviction 65). Portfolio: $9.2B across 1349 positions.

Portfolio Allocation

Top holdings by portfolio weight

NVDA6.82%

GOOG5.34%

AAPL5.21%

MSFT5.13%

AMZN3.48%

IVV3.22%

SPY3.19%

AVGO2.96%

JPM2.38%

LLY2.04%

Other1.73%

Similar Funds

Funds with similar investing DNA

Williams Jones Wealth Management, LLC.

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

LITE28Q held

LUMENTUM HLDGS INC

Avg $57.54 · $215,269 est. P&L

Est. P&L

+1106.86%

ASTS19Q held

AST SPACEMOBILE INC

Avg $11.11 · $16,314 est. P&L

Est. P&L

+734.38%

BE16Q held

BLOOM ENERGY CORP

Avg $18.48 · $98,348 est. P&L

Est. P&L

+727.96%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings10 of 1353

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA CORP	3.4M	$630M	6.8%	—	$116.73	+54.24%	28 qtrssince 2019-Q1	Increased 61
GOOG ALPHABET INC	1.6M	$492.7M	5.3%	—	$113.50	+167.45%	28 qtrssince 2019-Q1	Increased 62
AAPL APPLE INC	1.8M	$480.9M	5.2%	—	$115.22	+128.90%	28 qtrssince 2019-Q1	Increased 62
MSFT MICROSOFT CORP	990,128	$473.8M	5.1%	—	$187.17	+115.81%	28 qtrssince 2019-Q1	Increased 62
AMZN AMAZON COM INC	1.3M	$321.8M	3.5%	—	$134.39	+55.32%	28 qtrssince 2019-Q1	Increased 57
IVVETF ISHARES TR	428,003	$297.4M	3.2%	—	$328.96	+107.73%	28 qtrssince 2019-Q1	Increased 57
SPYUnit SPDR S&P 500 ETF TR	425,183	$294.1M	3.2%	—	$265.29	+156.45%	28 qtrssince 2019-Q1	Increased 57
AVGO BROADCOM INC	795,026	$273.3M	3.0%	—	$175.18	+79.15%	28 qtrssince 2019-Q1	Increased 54
JPM JPMORGAN CHASE & CO	656,811	$219.8M	2.4%	—	$105.99	+183.30%	28 qtrssince 2019-Q1	Increased 53
LLY LILLY ELI & CO	176,625	$187.9M	2.0%	—	$714.52	+41.04%	28 qtrssince 2019-Q1	Increased 65
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