WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,493 positions
APPLE INC | 1.8M | $397.8M | 5.5% | $70.59 | +212.77% | 25 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 911,495 | $342.2M | 4.8% | $159.51 | +132.61% | 25 qtrssince 2019-Q1 | Increased 57 |
NVIDIA CORPORATION | 3.1M | $339.4M | 4.7% | $9.07 | +1092.43% | 25 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 423,294 | $236.8M | 3.3% | $255.37 | +115.47% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 418,013 | $234.9M | 3.3% | $318.19 | +73.46% | 25 qtrssince 2019-Q1 | Increased 59 |
ALPHABET INC | 1.4M | $221.7M | 3.1% | $76.36 | +103.64% | 25 qtrssince 2019-Q1 | Increased 56 |
AMAZON COM INC | 1.1M | $212.3M | 3.0% | $109.87 | +73.16% | 25 qtrssince 2019-Q1 | Increased 53 |
JPMORGAN CHASE & CO | 613,902 | $150.6M | 2.1% | $91.30 | +159.46% | 25 qtrssince 2019-Q1 | Increased 52 |
VISA INC | 392,229 | $137.5M | 1.9% | $160.35 | +116.09% | 25 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 214,665 | $123.7M | 1.7% | $338.40 | +69.50% | 17 qtrssince 2021-Q1 | Increased 53 |
BROADCOM INC | 706,866 | $118.4M | 1.6% | $53.80 | +207.66% | 25 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC DEL | 208,658 | $111.1M | 1.5% | $237.89 | +123.87% | 25 qtrssince 2019-Q1 | Decreased 0 |
iShares Core S&P Midcap 400 In | 1.7M | $101.4M | 1.4% | $42.06 | +36.10% | 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% | $119.92 | +32.77% | 25 qtrssince 2019-Q1 | Increased 56 |
State Street SPDR S&P Midcap 4 | 135,602 | $72.3M | 1.0% | $324.48 | +61.66% | 25 qtrssince 2019-Q1 | Decreased 0 |
TJX COS INC NEW | 574,620 | $70M | 1.0% | $53.83 | +122.09% | 25 qtrssince 2019-Q1 | Increased 42 |
Vanguard Developed Markets Ind | 1.4M | $69.8M | 1.0% | $36.39 | +34.37% | 25 qtrssince 2019-Q1 | Decreased 0 |
EATON CORP PLC | 256,637 | $69.8M | 1.0% | $100.52 | +165.75% | 25 qtrssince 2019-Q1 | Increased 42 |
ISHARES TR | 636,875 | $66.6M | 0.9% | $83.27 | +23.07% | 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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 33 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
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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR