WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,355 positions
Alphabet Inc. | 1.5M | $541.9M | 5.3% | $89.86 | +283.77% | 30 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 1.7M | $541.4M | 5.3% | $79.31 | +329.20% | 30 qtrssince 2019-Q1 | Increased 61 |
NVIDIA Corp. | 2.8M | $539.2M | 5.3% | $19.96 | +1054.64% | 30 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 949,837 | $367.3M | 3.6% | $186.14 | +180.76% | 30 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 1.4M | $340.1M | 3.3% | $131.27 | +93.53% | 30 qtrssince 2019-Q1 | Increased 57 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 433,705 | $325.8M | 3.2% | $274.28 | +182.17% | 30 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust CORE S&P500 ETF | 397,105 | $299.7M | 2.9% | $325.59 | +138.73% | 30 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 706,685 | $264.2M | 2.6% | $92.72 | +288.43% | 30 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 676,814 | $228.6M | 2.2% | $110.82 | +199.07% | 30 qtrssince 2019-Q1 | Increased 53 |
Eli Lilly & Co. | 147,564 | $177.1M | 1.7% | $713.46 | +63.93% | 30 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATLS INC | 289,640 | $171.7M | 1.7% | $126.95 | +301.40% | 30 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 451,402 | $161.3M | 1.6% | $183.49 | +104.43% | 30 qtrssince 2019-Q1 | Decreased 0 |
Meta Platforms Inc | 259,511 | $155.8M | 1.5% | $394.07 | +82.93% | 22 qtrssince 2021-Q1 | Increased 48 |
ISHARES CORE S&P MID-CAP ETF | 1.9M | $145.1M | 1.4% | $44.39 | +64.51% | 30 qtrssince 2019-Q1 | Increased 50 |
Berkshire Hathaway Inc. | 237,942 | $120.5M | 1.2% | $270.27 | +89.09% | 30 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 1.7M | $120.1M | 1.2% | $42.55 | +64.17% | 30 qtrssince 2019-Q1 | Increased 52 |
ISHARES CORE S&P SMALL CAP ETF | 719,520 | $105.6M | 1.0% | $88.59 | +54.99% | 30 qtrssince 2019-Q1 | Increased 49 |
Tesla Inc | 242,999 | $102M | 1.0% | $349.52 | +7.29% | 30 qtrssince 2019-Q1 | Increased 47 |
Micron Technology Inc. | 97,000 | $95.5M | 0.9% | $473.30 | +118.85% | 14 qtrssince 2023-Q1 | Increased 51 |
ISHARES INC | 1.2M | $94.6M | 0.9% | $54.42 | +47.92% | 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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 77 new positions, 66 exits, 362 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
Verify source filings on SEC EDGAR