Whittier Trust CO Incresed Positions in Q3 2025

Whittier Trust CO

  • $8.62 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LPLA
Lpl Financial Holdings Inc.

Financial Services
10.1K
+ 40.22%
$332.69 - $399.0 $3.36M - $4.02M
35.2K $11.7M
SPG
Simon Property Group Inc

Real Estate
688
+ 0.86%
$159.93 - $187.67 $110K - $129K
80.9K $15.2M
IEMG
Ishares Inc

ETFs
40.2K
+ 4.86%
N/A
867K $46.5M
WST
West Pharmaceutical Services Inc

Healthcare
590
+ 1.31%
$210.08 - $279.1 $124K - $165K
45.8K $12M
HLI
Houlihan Lokey, Inc.

Financial Services
1.24K
+ 1.78%
$181.55 - $209.19 $226K - $260K
71.1K $14.6M
MCK
Mckesson Corp

Healthcare
855
+ 2.51%
$659.01 - $772.54 $563K - $661K
34.9K $26.9M
MLM
Martin Marietta Materials Inc

Basic Materials
705
+ 3.77%
$546.36 - $631.12 $385K - $445K
19.4K $12.2M
CASY
Caseys General Stores Inc

Consumer Cyclical
556
+ 1.91%
$494.52 - $565.32 $275K - $314K
29.6K $16.8M
MUSA
Murphy Usa Inc.

Consumer Cyclical
5.13K
+ 60.05%
$361.83 - $435.43 $1.86M - $2.23M
13.7K $5.31M
IEFA
Ishares Tr

ETFs
1.32K
+ 0.3%
$81.7 - $87.53 $108K - $115K
437K $38.2M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
1.65K
+ 1.61%
$156.24 - $190.88 $258K - $315K
104K $17.3M
CEG
Constellation Energy Corp

Utilities
3.03K
+ 3.31%
$298.82 - $354.89 $907K - $1.08M
94.7K $31.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
236
+ 0.81%
$546.99 - $602.2 $129K - $142K
29.4K $17.7M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.08K
+ 0.32%
$66.38 - $71.68 $71.7K - $77.4K
337K $24.1M
VO
Vanguard Mid Cap ETF

ETFs
140
+ 0.14%
$279.83 - $293.74 $39.2K - $41.1K
99.1K $29.1M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.43K
+ 1.63%
$158.03 - $197.08 $226K - $281K
88.8K $14.9M
VV
Vanguard Large Cap ETF

ETFs
1.61K
+ 4.53%
$285.05 - $309.14 $459K - $497K
37.1K $11.4M
ECL
Ecolab Inc.

Basic Materials
3.09K
+ 3.76%
$259.39 - $285.47 $802K - $883K
85.3K $23.3M
DDOG
Datadog, Inc.

Technology
2.08K
+ 2.03%
$124.52 - $155.15 $259K - $323K
105K $14.9M
AEP
American Electric Power CO Inc

Utilities
1.81K
+ 1.98%
$103.26 - $115.0 $187K - $208K
93.2K $10.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.61K
+ 1.77%
$25.29 - $28.33 $142K - $159K
322K $8.99M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.64K
+ 2.17%
$60.01 - $65.01 $218K - $236K
171K $11.1M
IAU
Ishares Gold Trust

ETFs
3.3K
+ 5.41%
$61.62 - $72.77 $203K - $240K
64.3K $4.68M
NOC
Northrop Grumman Corp

Industrials
50
+ 0.69%
$498.9 - $609.32 $24.9K - $30.5K
7.33K $4.47M
COF
Capital One Financial Corp

Financial Services
3.97K
+ 4.13%
$207.29 - $229.74 $823K - $912K
100K $21.3M
HOOD
Robinhood Markets, Inc.

Technology
1.97K
+ 18.46%
$91.27 - $143.18 $180K - $283K
12.7K $1.81M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.1K
+ 4.09%
$28.15 - $30.13 $313K - $335K
283K $8.38M
BLDR
Builders First Source, Inc.

Industrials
1.76K
+ 1.61%
$116.91 - $149.21 $206K - $262K
111K $13.5M
MO
Altria Group, Inc.

Consumer Defensive
94
+ 0.1%
$57.75 - $67.68 $5.43K - $6.36K
94.8K $6.26M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.92K
+ 5.27%
$81.75 - $84.54 $484K - $501K
118K $9.96M
GD
General Dynamics Corp

Industrials
80
+ 0.73%
$293.92 - $341.0 $23.5K - $27.3K
11K $3.76M
IWV
Ishares Russell 3000 ETF

ETFs
72
+ 0.38%
$351.04 - $379.81 $25.3K - $27.3K
19K $7.22M
GLW
Corning Inc

Technology
34
+ 0.18%
$51.6 - $82.03 $1.75K - $2.79K
18.9K $1.55M
OTTR
Otter Tail Corp

Utilities
1.53K
+ 1.73%
$75.29 - $85.97 $115K - $131K
89.9K $7.37M
GE
General Electric CO

Industrials
249
+ 2.25%
$244.75 - $305.63 $60.9K - $76.1K
11.3K $3.4M
RPM
Rpm International Inc

Basic Materials
782
+ 1.65%
$110.07 - $128.23 $86.1K - $100K
48K $5.66M
BAC
Bank Of America Corp

Financial Services
692
+ 0.73%
$44.92 - $52.42 $31.1K - $36.3K
95.5K $4.93M
AMD
Advanced Micro Devices Inc

Technology
82
+ 0.39%
$134.8 - $184.42 $11.1K - $15.1K
21.3K $3.44M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
159
+ 0.31%
$132.9 - $142.03 $21.1K - $22.6K
51K $7.19M
KLAC
Kla Corp

Technology
7
+ 0.32%
$843.9 - $1078.6 $5.91K - $7.55K
2.19K $2.36M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.01%
$303.93 - $329.86 $304 - $330
15.7K $5.14M
VUG
Vanguard Growth ETF

ETFs
234
+ 4.49%
$433.97 - $484.08 $102K - $113K
5.45K $2.61M
CDNS
Cadence Design Systems Inc

Technology
30
+ 0.43%
$309.46 - $373.37 $9.28K - $11.2K
7.07K $2.48M
H
Hyatt Hotels Corp

Consumer Cyclical
1.19K
+ 1.92%
$135.01 - $152.25 $161K - $181K
63.2K $8.97M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.75K
+ 4.06%
$62.54 - $68.42 $109K - $119K
44.8K $3.02M
NGL
Ngl Energy Partners LP

Energy
15K
+ 12.15%
$4.0 - $6.96 $60K - $104K
139K $832K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.38K
+ 201.35%
$108.08 - $121.73 $257K - $289K
3.56K $428K
BK
Bank Of New York Mellon Corp

Financial Services
219
+ 1.52%
$90.65 - $109.75 $19.9K - $24K
14.6K $1.6M
VRT
Vertiv Holdings CO

Industrials
3.23K
+ 2.33%
N/A
142K $12.3M
Activity Summary
Buys All Purchases 435 New Holdings 130 Increased Positions 305 Sells All Sells 331 Reductions 331 Sold out 0 Options Calls 0 Puts 0
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