WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,493 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.8M | $397.8M | 5.5% | $110.52 | +99.76% | 25 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 911,495 | $342.2M | 4.8% | $160.42 | +134.87% | 25 qtrssince 2019-Q1 | Increased 57 |
NVIDIA CORP | 3.1M | $339.4M | 4.7% | $113.10 | -3.05% | 25 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 423,294 | $236.8M | 3.3% | $257.62 | +113.83% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 418,013 | $234.9M | 3.3% | $321.56 | +71.90% | 25 qtrssince 2019-Q1 | Increased 59 |
ALPHABET INC-CL C | 1.4M | $221.7M | 3.1% | $102.31 | +52.11% | 25 qtrssince 2019-Q1 | Increased 56 |
AMAZON.COM INC | 1.1M | $212.3M | 3.0% | $116.87 | +64.89% | 25 qtrssince 2019-Q1 | Increased 53 |
JPMORGAN CHASE & CO | 613,902 | $150.6M | 2.1% | $92.66 | +156.82% | 25 qtrssince 2019-Q1 | Increased 52 |
VISA INC-CLASS A SHARES | 392,229 | $137.5M | 1.9% | $160.35 | +116.09% | 25 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 214,665 | $123.7M | 1.7% | $335.02 | +71.76% | 17 qtrssince 2021-Q1 | Increased 53 |
BROADCOM INC | 706,866 | $118.4M | 1.6% | $159.54 | +3.94% | 25 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 208,658 | $111.1M | 1.5% | $237.80 | +121.33% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 1.7M | $101.4M | 1.4% | $55.85 | +3.04% | 25 qtrssince 2019-Q1 | Increased 48 |
ELI LILLY & CO | 116,747 | $96.4M | 1.3% | $589.49 | +38.64% | 25 qtrssince 2019-Q1 | Increased 58 |
SERVICENOW INC | 91,942 | $73.2M | 1.0% | $119.85 | +33.13% | 25 qtrssince 2019-Q1 | Increased 56 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 135,602 | $72.3M | 1.0% | $326.81 | +61.31% | 25 qtrssince 2019-Q1 | Decreased 0 |
TJX COMPANIES INC | 574,620 | $70M | 1.0% | $53.83 | +122.09% | 25 qtrssince 2019-Q1 | Increased 42 |
VANGUARD FTSE DEVELOPED ETF | 1.4M | $69.8M | 1.0% | $36.75 | +35.36% | 25 qtrssince 2019-Q1 | Decreased 0 |
EATON CORP PLC | 256,637 | $69.8M | 1.0% | $101.51 | +168.37% | 25 qtrssince 2019-Q1 | Increased 42 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 636,875 | $66.6M | 0.9% | $83.95 | +22.41% | 25 qtrssince 2019-Q1 | Increased 42 |
WHITTIER TRUST CO manages $7.2B across 1493 positions as of Q1 2025. Top holdings: AAPL (5.5%), MSFT (4.8%), NVDA (4.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 32 new positions, 87 exits, 305 increased. Top move: IVV (INCREASED, conviction 59). Portfolio: $7.2B across 1493 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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