WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,355 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL C | 1.5M | $541.9M | 5.3% | $113.50 | +200.69% | 30 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.7M | $541.4M | 5.3% | $117.50 | +160.07% | 30 qtrssince 2019-Q1 | Increased 61 |
NVIDIA CORP | 2.8M | $539.2M | 5.3% | $116.73 | +88.25% | 30 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 949,837 | $367.3M | 3.6% | $187.17 | +157.33% | 30 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.4M | $340.1M | 3.3% | $137.48 | +88.72% | 30 qtrssince 2019-Q1 | Increased 57 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 433,705 | $325.8M | 3.2% | $277.56 | +176.50% | 30 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 397,105 | $299.7M | 2.9% | $328.96 | +134.37% | 30 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 706,685 | $264.2M | 2.6% | $181.83 | +108.99% | 30 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 676,814 | $228.6M | 2.2% | $111.92 | +224.55% | 30 qtrssince 2019-Q1 | Increased 53 |
ELI LILLY & CO | 147,564 | $177.1M | 1.7% | $713.46 | +65.83% | 30 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATERIALS INC | 289,640 | $171.7M | 1.7% | $126.95 | +305.15% | 30 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 451,402 | $161.3M | 1.6% | $183.49 | +98.46% | 30 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 259,511 | $155.8M | 1.5% | $396.64 | +37.07% | 22 qtrssince 2021-Q1 | Increased 48 |
ISHARES CORE S&P MIDCAP ETF | 1.9M | $145.1M | 1.4% | $57.06 | +35.36% | 30 qtrssince 2019-Q1 | Increased 50 |
BERKSHIRE HATHAWAY INC-CL B | 237,942 | $120.5M | 1.2% | $270.23 | +86.12% | 30 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 1.7M | $120.1M | 1.2% | $43.16 | +67.72% | 30 qtrssince 2019-Q1 | Increased 52 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 719,520 | $105.6M | 1.0% | $89.34 | +65.32% | 30 qtrssince 2019-Q1 | Increased 49 |
TESLA INC | 242,999 | $102M | 1.0% | $358.59 | -5.38% | 30 qtrssince 2019-Q1 | Increased 47 |
MICRON TECHNOLOGY INC | 97,000 | $95.5M | 0.9% | $505.69 | +86.03% | 14 qtrssince 2023-Q1 | Increased 51 |
ISHARES CORE MSCI EMERGING | 1.2M | $94.6M | 0.9% | $54.42 | +46.32% | 30 qtrssince 2019-Q1 | Increased 46 |
WHITTIER TRUST CO manages $10.2B across 1355 positions as of Q2 2026. Top holdings: GOOG (5.3%), AAPL (5.3%), NVDA (5.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 75 new positions, 64 exits, 361 increased. Top move: AAPL (INCREASED, conviction 61). Portfolio: $10.2B across 1355 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer