WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,378 positions
NVIDIA CORPORATION | 3.3M | $628.2M | 7.2% | $19.16 | +871.45% | 27 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 974,271 | $504M | 5.7% | $181.35 | +183.28% | 27 qtrssince 2019-Q1 | Increased 62 |
APPLE INC | 1.8M | $460.6M | 5.2% | $72.50 | +249.90% | 27 qtrssince 2019-Q1 | Increased 61 |
ALPHABET INC | 1.5M | $377.4M | 4.3% | $84.79 | +186.48% | 27 qtrssince 2019-Q1 | Increased 58 |
AMAZON COM INC | 1.3M | $291.4M | 3.3% | $127.32 | +72.46% | 27 qtrssince 2019-Q1 | Increased 58 |
ISHARES TR | 426,405 | $286.7M | 3.3% | $324.26 | +103.99% | 27 qtrssince 2019-Q1 | Increased 57 |
STATE STR SPDR S&P 500 ETF T | 418,819 | $280.3M | 3.2% | $256.63 | +156.81% | 27 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 776,920 | $262.9M | 3.0% | $74.49 | +339.60% | 27 qtrssince 2019-Q1 | Increased 54 |
JPMORGAN CHASE & CO | 644,736 | $199.9M | 2.3% | $101.06 | +206.25% | 27 qtrssince 2019-Q1 | Increased 53 |
META PLATFORMS INC | 236,768 | $168.2M | 1.9% | $375.36 | +94.98% | 19 qtrssince 2021-Q1 | Increased 49 |
VISA INC | 418,365 | $146.4M | 1.7% | $172.15 | +96.73% | 27 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 1.8M | $119.2M | 1.4% | $42.90 | +50.19% | 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 DEL | 227,648 | $113.5M | 1.3% | $258.77 | +94.28% | 27 qtrssince 2019-Q1 | Increased 48 |
SERVICENOW INC | 102,911 | $93.9M | 1.1% | $128.37 | +43.38% | 27 qtrssince 2019-Q1 | Increased 49 |
VANGUARD | 1.4M | $83.9M | 1.0% | $37.00 | +57.77% | 27 qtrssince 2019-Q1 | Increased 43 |
ISHARES TR | 672,489 | $80.8M | 0.9% | $84.85 | +38.26% | 27 qtrssince 2019-Q1 | Increased 43 |
GOLDMAN SACHS GROUP INC | 100,905 | $79.7M | 0.9% | $305.23 | +155.87% | 27 qtrssince 2019-Q1 | Increased 43 |
TJX COS INC NEW | 559,987 | $79.1M | 0.9% | $53.83 | +165.26% | 27 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P MIDCAP 40 | 128,786 | $77.4M | 0.9% | $324.48 | +81.69% | 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: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 130 new positions, 263 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
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