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 Corporation | 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 Street SPDR S&P 500 ETF | 438,139 | $288.7M | 3.3% | $274.28 | +135.91% | 29 qtrssince 2019-Q1 | Increased 58 |
iShares Core S&P 500 ETF | 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 and Company | 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 Core S&P Mid-Cap ETF | 1.8M | $124.7M | 1.4% | $43.03 | +56.08% | 29 qtrssince 2019-Q1 | Increased 47 |
Berkshire Hathaway Inc. | 239,727 | $114.2M | 1.3% | $270.27 | +77.31% | 29 qtrssince 2019-Q1 | Increased 49 |
Applied Materials, Inc. | 290,399 | $102.4M | 1.2% | $126.81 | +168.90% | 29 qtrssince 2019-Q1 | Increased 47 |
Vanguard FTSE Developed Markets ETF | 1.5M | $99.3M | 1.1% | $39.83 | +59.66% | 29 qtrssince 2019-Q1 | Increased 53 |
TJX Companies Inc | 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 Core S&P Small Cap ETF | 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: 3.5/5.0.
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
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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