WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,547 positions
NVIDIA Corporation | 3.7M | $498.2M | 6.6% | $9.07 | +1377.36% | 24 qtrssince 2019-Q1 | Increased 61 |
Apple Inc. | 1.8M | $449.7M | 5.9% | $70.59 | +252.21% | 24 qtrssince 2019-Q1 | Increased 61 |
Microsoft Corporation | 909,060 | $383.2M | 5.0% | $158.94 | +161.59% | 24 qtrssince 2019-Q1 | Increased 61 |
Alphabet Inc. | 1.4M | $268.4M | 3.5% | $75.81 | +149.76% | 24 qtrssince 2019-Q1 | Increased 56 |
State Street SPDR S&P 500 ETF | 433,709 | $254.2M | 3.3% | $255.37 | +125.08% | 24 qtrssince 2019-Q1 | Increased 57 |
Amazon.com, Inc. | 1.1M | $243M | 3.2% | $109.25 | +100.81% | 24 qtrssince 2019-Q1 | Increased 57 |
iShares Core S&P 500 ETF | 397,085 | $233.8M | 3.1% | $305.87 | +88.47% | 24 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc. | 706,677 | $163.8M | 2.2% | $53.77 | +324.96% | 24 qtrssince 2019-Q1 | Increased 53 |
JPMorgan Chase & Co. | 609,496 | $146.1M | 1.9% | $90.25 | +155.18% | 24 qtrssince 2019-Q1 | Increased 48 |
Visa Inc. | 434,176 | $137.2M | 1.8% | $160.35 | +94.54% | 24 qtrssince 2019-Q1 | Decreased 0 |
Meta Platforms Inc | 190,861 | $111.8M | 1.5% | $309.07 | +88.36% | 16 qtrssince 2021-Q1 | Increased 48 |
iShares Core S&P Mid-Cap ETF | 1.7M | $106.6M | 1.4% | $41.80 | +45.82% | 24 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 210,971 | $95.6M | 1.3% | $237.89 | +90.54% | 24 qtrssince 2019-Q1 | Increased 48 |
Eaton Corp. Plc | 253,733 | $84.2M | 1.1% | $98.61 | +229.52% | 24 qtrssince 2019-Q1 | Increased 47 |
ServiceNow, Inc. | 76,227 | $80.8M | 1.1% | $111.82 | +89.61% | 24 qtrssince 2019-Q1 | Increased 48 |
State Street SPDR S&P MIDCAP 400 ETF Trust | 137,997 | $78.6M | 1.0% | $324.48 | +72.18% | 24 qtrssince 2019-Q1 | Decreased 0 |
Eli Lilly and Company | 93,561 | $72.2M | 1.0% | $533.04 | +43.06% | 24 qtrssince 2019-Q1 | Decreased 0 |
iShares Core S&P Small Cap ETF | 625,201 | $72M | 0.9% | $82.91 | +35.78% | 24 qtrssince 2019-Q1 | Increased 42 |
TJX Companies Inc | 571,636 | $69.1M | 0.9% | $53.49 | +121.03% | 24 qtrssince 2019-Q1 | Decreased 0 |
Vanguard FTSE Developed Markets ETF | 1.4M | $66.1M | 0.9% | $36.39 | +25.83% | 24 qtrssince 2019-Q1 | Decreased 0 |
WHITTIER TRUST CO manages $7.6B across 1547 positions as of Q4 2024. Top holdings: NVDA (6.6%), AAPL (5.9%), MSFT (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 81 new positions, 82 exits, 390 increased. Top move: NVDA (INCREASED, conviction 61). Portfolio: $7.6B across 1547 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