WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q1 2023
Top Holdings1,604 positions
APPLE INC | 1.7M | $278.1M | 5.1% | $56.36 | +187.88% | 17 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 817,006 | $235.5M | 4.3% | $124.88 | +124.60% | 17 qtrssince 2019-Q1 | Increased 56 |
STATE STR SPDR S&P 500 ETF T | 482,335 | $197.5M | 3.6% | $253.24 | +54.78% | 17 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 415,476 | $170.8M | 3.1% | $304.30 | +28.98% | 17 qtrssince 2019-Q1 | Increased 56 |
ALPHABET INC | 1.3M | $136.1M | 2.5% | $67.24 | +53.22% | 17 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORPORATION | 446,647 | $124.1M | 2.3% | $6.92 | +300.10% | 17 qtrssince 2019-Q1 | Increased 53 |
BERKSHIRE HATHAWAY INC-CL A | 259 | $120.6M | 2.2% | — | — | 17 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 428,199 | $107.1M | 2.0% | $39.99 | +19.36% | 17 qtrssince 2019-Q1 | Increased 48 |
AMAZON COM INC | 1M | $104.1M | 1.9% | $100.40 | +2.88% | 17 qtrssince 2019-Q1 | Increased 51 |
VISA INC | 450,859 | $101.7M | 1.9% | $155.48 | +41.20% | 17 qtrssince 2019-Q1 | Increased 48 |
JPMORGAN CHASE & CO | 629,405 | $82M | 1.5% | $87.25 | +37.09% | 17 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 735,220 | $71.1M | 1.3% | $79.75 | +14.79% | 17 qtrssince 2019-Q1 | Increased 49 |
STATE STR SPDR S&P MIDCAP 40 | 152,873 | $70.1M | 1.3% | $323.97 | +35.72% | 17 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORPORATION | 382,901 | $62.5M | 1.1% | $97.24 | +45.18% | 17 qtrssince 2019-Q1 | Increased 47 |
JOHNSON & JOHNSON | 397,566 | $61.6M | 1.1% | $115.71 | +21.21% | 17 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 1.3M | $60.5M | 1.1% | $35.06 | +15.96% | 17 qtrssince 2019-Q1 | Increased 50 |
BERKSHIRE HATHAWAY INC DEL | 194,956 | $60.2M | 1.1% | $214.10 | +44.22% | 17 qtrssince 2019-Q1 | Increased 47 |
NIKE INC | 446,105 | $54.7M | 1.0% | $82.29 | +38.09% | 17 qtrssince 2019-Q1 | Increased 42 |
ISHARES TR | 305,336 | $54.5M | 1.0% | $145.48 | +17.73% | 17 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATLS INC | 412,690 | $50.7M | 0.9% | $125.00 | -4.47% | 17 qtrssince 2019-Q1 | Increased 41 |
WHITTIER TRUST CO manages $5.5B across 1604 positions as of Q1 2023. Top holdings: AAPL (5.1%), MSFT (4.3%), SPY (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 33 new positions, 51 exits, 364 increased. Top move: MSFT (INCREASED, conviction 56). Portfolio: $5.5B across 1604 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR