WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,378 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 3.3M | $628.2M | 7.2% | $116.39 | +56.24% | 27 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 974,271 | $504M | 5.7% | $182.28 | +181.79% | 27 qtrssince 2019-Q1 | Increased 62 |
APPLE INC | 1.8M | $460.6M | 5.2% | $112.02 | +126.47% | 27 qtrssince 2019-Q1 | Increased 61 |
ALPHABET INC-CL C | 1.5M | $377.4M | 4.3% | $108.94 | +124.16% | 27 qtrssince 2019-Q1 | Increased 58 |
AMAZON.COM INC | 1.3M | $291.4M | 3.3% | $133.79 | +66.05% | 27 qtrssince 2019-Q1 | Increased 58 |
ISHARES CORE S&P 500 ETF | 426,405 | $286.7M | 3.3% | $327.61 | +102.80% | 27 qtrssince 2019-Q1 | Increased 57 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 418,819 | $280.3M | 3.2% | $258.88 | +155.61% | 27 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 776,920 | $262.9M | 3.0% | $170.74 | +92.14% | 27 qtrssince 2019-Q1 | Increased 54 |
JPMORGAN CHASE & CO | 644,736 | $199.9M | 2.3% | $101.94 | +206.79% | 27 qtrssince 2019-Q1 | Increased 53 |
META PLATFORMS INC-CLASS A | 236,768 | $168.2M | 1.9% | $372.36 | +99.48% | 19 qtrssince 2021-Q1 | Increased 49 |
VISA INC-CLASS A SHARES | 418,365 | $146.4M | 1.7% | $172.15 | +96.73% | 27 qtrssince 2019-Q1 | Increased 48 |
ISHARES CORE S&P MIDCAP ETF | 1.8M | $119.2M | 1.4% | $56.16 | +15.52% | 27 qtrssince 2019-Q1 | Increased 48 |
ELI LILLY & CO | 139,522 | $117.2M | 1.3% | $618.78 | +22.53% | 27 qtrssince 2019-Q1 | Increased 50 |
BERKSHIRE HATHAWAY INC-CL B | 227,648 | $113.5M | 1.3% | $258.63 | +93.03% | 27 qtrssince 2019-Q1 | Increased 48 |
SERVICENOW INC | 102,911 | $93.9M | 1.1% | $128.35 | +46.61% | 27 qtrssince 2019-Q1 | Increased 49 |
VANGUARD FTSE DEVELOPED ETF | 1.4M | $83.9M | 1.0% | $37.36 | +57.16% | 27 qtrssince 2019-Q1 | Increased 43 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 672,489 | $80.8M | 0.9% | $85.54 | +37.97% | 27 qtrssince 2019-Q1 | Increased 43 |
GOLDMAN SACHS GROUP INC | 100,905 | $79.7M | 0.9% | $308.97 | +158.97% | 27 qtrssince 2019-Q1 | Increased 43 |
TJX COMPANIES INC | 559,987 | $79.1M | 0.9% | $53.83 | +165.26% | 27 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 128,786 | $77.4M | 0.9% | $326.81 | +81.51% | 27 qtrssince 2019-Q1 | Decreased 0 |
WHITTIER TRUST CO manages $8.8B across 1378 positions as of Q3 2025. Top holdings: NVDA (7.2%), MSFT (5.7%), AAPL (5.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 129 new positions, 262 exits, 305 increased. Top move: NVDA (INCREASED, conviction 62). Portfolio: $8.8B across 1378 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