WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,511 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 3.3M | $520.3M | 6.3% | $115.30 | +36.80% | 26 qtrssince 2019-Q1 | Increased 64 |
MICROSOFT CORP | 956,699 | $475.9M | 5.7% | $176.19 | +180.49% | 26 qtrssince 2019-Q1 | Increased 64 |
APPLE INC | 1.8M | $362.4M | 4.4% | $110.52 | +84.75% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.3M | $284.2M | 3.4% | $131.61 | +69.67% | 26 qtrssince 2019-Q1 | Increased 65 |
ALPHABET INC-CL C | 1.5M | $267.2M | 3.2% | $106.69 | +66.83% | 26 qtrssince 2019-Q1 | Increased 60 |
ISHARES CORE S&P 500 ETF | 423,847 | $263.2M | 3.2% | $325.58 | +88.41% | 26 qtrssince 2019-Q1 | Increased 57 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 424,806 | $262.5M | 3.2% | $258.88 | +136.17% | 26 qtrssince 2019-Q1 | Increased 56 |
BROADCOM INC | 763,829 | $210.5M | 2.5% | $168.05 | +62.84% | 26 qtrssince 2019-Q1 | Increased 57 |
JPMORGAN CHASE & CO | 640,969 | $185.8M | 2.2% | $100.70 | +181.10% | 26 qtrssince 2019-Q1 | Increased 55 |
META PLATFORMS INC-CLASS A | 231,481 | $170.9M | 2.1% | $363.89 | +101.31% | 18 qtrssince 2021-Q1 | Increased 56 |
VISA INC-CLASS A SHARES | 413,713 | $146.9M | 1.8% | $170.28 | +106.49% | 26 qtrssince 2019-Q1 | Increased 50 |
ISHARES CORE S&P MIDCAP ETF | 1.8M | $109.8M | 1.3% | $55.95 | +9.95% | 26 qtrssince 2019-Q1 | Increased 48 |
BERKSHIRE HATHAWAY INC-CL B | 224,971 | $109.3M | 1.3% | $255.77 | +89.89% | 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% | $126.39 | +61.79% | 26 qtrssince 2019-Q1 | Increased 51 |
EATON CORP PLC | 272,608 | $97.3M | 1.2% | $116.20 | +291.92% | 26 qtrssince 2019-Q1 | Increased 50 |
VANGUARD FTSE DEVELOPED ETF | 1.3M | $76.2M | 0.9% | $36.75 | +51.33% | 26 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 132,647 | $75.1M | 0.9% | $326.81 | +72.26% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 651,841 | $71.2M | 0.9% | $84.52 | +28.47% | 26 qtrssince 2019-Q1 | Increased 43 |
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: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 67 new positions, 49 exits, 371 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
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