WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,343 positions
NVIDIA CORPORATION | 2.8M | $490.8M | 5.5% | $19.96 | +771.70% | 29 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.7M | $444.8M | 5.0% | $77.70 | +226.06% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.5M | $443.8M | 5.0% | $89.86 | +218.83% | 29 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 974,500 | $363.4M | 4.1% | $186.14 | +98.06% | 29 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 1.4M | $296.3M | 3.3% | $131.22 | +58.71% | 29 qtrssince 2019-Q1 | Increased 59 |
STATE STR SPDR S&P 500 ETF T | 438,139 | $288.7M | 3.3% | $274.28 | +135.91% | 29 qtrssince 2019-Q1 | Increased 58 |
ISHARES TR | 401,934 | $266M | 3.0% | $325.59 | +99.51% | 29 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 839,540 | $264M | 3.0% | $92.72 | +232.69% | 29 qtrssince 2019-Q1 | Increased 56 |
JPMORGAN CHASE & CO | 671,640 | $198.4M | 2.2% | $108.62 | +166.90% | 29 qtrssince 2019-Q1 | Increased 54 |
META PLATFORMS INC | 257,540 | $147.6M | 1.7% | $392.78 | +45.41% | 21 qtrssince 2021-Q1 | Increased 51 |
ELI LILLY & CO | 148,096 | $137.3M | 1.5% | $713.46 | +28.51% | 29 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 451,573 | $137M | 1.5% | $183.49 | +64.07% | 29 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 1.8M | $124.7M | 1.4% | $43.03 | +56.08% | 29 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC DEL | 239,727 | $114.2M | 1.3% | $270.27 | +77.31% | 29 qtrssince 2019-Q1 | Increased 49 |
APPLIED MATLS INC | 290,399 | $102.4M | 1.2% | $126.81 | +168.90% | 29 qtrssince 2019-Q1 | Increased 47 |
VANGUARD TAX-MANAGED FDS | 1.5M | $99.3M | 1.1% | $39.83 | +59.66% | 29 qtrssince 2019-Q1 | Increased 53 |
TJX COS INC NEW | 589,918 | $95.5M | 1.1% | $58.99 | +169.00% | 29 qtrssince 2019-Q1 | Increased 48 |
RTX CORPORATION | 444,870 | $88.3M | 1.0% | $87.91 | +117.81% | 19 qtrssince 2021-Q3 | Increased 44 |
ISHARES TR | 689,021 | $86.9M | 1.0% | $85.97 | +43.64% | 29 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 241,911 | $85.4M | 1.0% | $349.20 | +6.46% | 29 qtrssince 2019-Q1 | Increased 49 |
WHITTIER TRUST CO manages $8.9B across 1343 positions as of Q1 2026. Top holdings: NVDA (5.5%), AAPL (5.0%), GOOG (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 91 new positions, 101 exits, 300 increased. Top move: AMZN (INCREASED, conviction 59). Portfolio: $8.9B across 1343 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