WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,511 positions
NVIDIA Corp. | 3.3M | $520.3M | 6.3% | $16.37 | +862.47% | 26 qtrssince 2019-Q1 | Increased 64 |
Microsoft Corp. | 956,699 | $475.9M | 5.7% | $175.25 | +181.06% | 26 qtrssince 2019-Q1 | Increased 64 |
Apple Inc. | 1.8M | $362.4M | 4.4% | $70.59 | +189.27% | 26 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 1.3M | $284.2M | 3.4% | $125.04 | +75.46% | 26 qtrssince 2019-Q1 | Increased 65 |
Alphabet Inc. | 1.5M | $267.2M | 3.2% | $82.16 | +115.15% | 26 qtrssince 2019-Q1 | Increased 60 |
iShares Trust CORE S&P500 ETF | 423,847 | $263.2M | 3.2% | $322.23 | +89.86% | 26 qtrssince 2019-Q1 | Increased 57 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 424,806 | $262.5M | 3.2% | $256.63 | +137.52% | 26 qtrssince 2019-Q1 | Increased 56 |
Broadcom Inc | 763,829 | $210.5M | 2.5% | $70.16 | +289.33% | 26 qtrssince 2019-Q1 | Increased 57 |
JPMorgan Chase & Co. | 640,969 | $185.8M | 2.2% | $99.84 | +183.56% | 26 qtrssince 2019-Q1 | Increased 55 |
Meta Platforms Inc | 231,481 | $170.9M | 2.1% | $367.22 | +100.18% | 18 qtrssince 2021-Q1 | Increased 56 |
Visa Inc | 413,713 | $146.9M | 1.8% | $170.28 | +106.49% | 26 qtrssince 2019-Q1 | Increased 50 |
ISHARES CORE S&P MID-CAP ETF | 1.8M | $109.8M | 1.3% | $42.40 | +43.96% | 26 qtrssince 2019-Q1 | Increased 48 |
Berkshire Hathaway Inc. | 224,971 | $109.3M | 1.3% | $255.87 | +89.85% | 26 qtrssince 2019-Q1 | Increased 51 |
Eli Lilly & Co. | 133,298 | $103.9M | 1.3% | $612.27 | +26.24% | 26 qtrssince 2019-Q1 | Increased 54 |
Servicenow Inc | 99,643 | $102.4M | 1.2% | $126.55 | +62.48% | 26 qtrssince 2019-Q1 | Increased 51 |
Eaton Corporation PLC | 272,608 | $97.3M | 1.2% | $116.20 | +269.76% | 26 qtrssince 2019-Q1 | Increased 50 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 1.3M | $76.2M | 0.9% | $36.39 | +51.90% | 26 qtrssince 2019-Q1 | Decreased 0 |
State Street Spdr S&p Midcap 400 Etf Trust UTSER1 S&PDCRP | 132,647 | $75.1M | 0.9% | $324.48 | +72.22% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL CAP ETF | 651,841 | $71.2M | 0.9% | $83.82 | +28.24% | 26 qtrssince 2019-Q1 | Increased 43 |
The TJX Companies Inc. | 568,990 | $70.3M | 0.8% | $53.83 | +125.91% | 26 qtrssince 2019-Q1 | Decreased 0 |
WHITTIER TRUST CO manages $8.3B across 1511 positions as of Q2 2025. Top holdings: NVDA (6.3%), MSFT (5.7%), AAPL (4.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 67 new positions, 49 exits, 373 increased. Top move: AMZN (INCREASED, conviction 65). Portfolio: $8.3B across 1511 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