Whittier Trust CO Reduced Holdings in Q4 2025

Whittier Trust CO

  • $8.96 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
EXR
Extra Space Storage Inc.

Real Estate
-385
- 19.02%
$130.5 - $152.09 $50.2K - $58.6K
1.64K $217K
DLR
Digital Realty Trust, Inc.

Real Estate
-42
- 1.04%
$158.11 - $179.28 $6.64K - $7.53K
3.99K $631K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-1.72K
- 1.14%
$24.56 - $24.79 $42.3K - $42.7K
149K $3.66M
STT
State Street Corp

Financial Services
-550
- 31.66%
$111.0 - $121.11 $61.1K - $66.6K
1.19K $138K
VTI
Vanguard Total Stock Market Et

ETFs
-268
- 1.71%
$321.8 - $337.95 $86.2K - $90.6K
15.4K $5.08M
ES
Eversource Energy

Utilities
-935
- 25.37%
$70.59 - $74.88 $66K - $70K
2.75K $201K
EL
Estee Lauder Companies Inc

Consumer Defensive
-611
- 20.19%
$86.09 - $102.52 $52.6K - $62.6K
2.42K $207K
WSO
Watsco Inc

Industrials
-98
- 24.62%
$343.12 - $414.9 $33.6K - $40.7K
300 $102K
SYF
Synchrony Financial

Financial Services
-1.09K
- 10.06%
$68.02 - $75.49 $74.1K - $82.2K
9.73K $711K
FAST
Fastenal CO

Industrials
-218
- 3.88%
$40.45 - $48.17 $8.82K - $10.5K
5.39K $218K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.85K
- 5.96%
$29.23 - $29.39 $54.2K - $54.5K
29.2K $855K
EPAC
Enerpac Tool Group Corp

Industrials
-1.3K
- 78.35%
$38.64 - $42.49 $50.3K - $55.4K
360 $13K
MORN
Morningstar, Inc.

Financial Services
-225
- 63.38%
$208.83 - $228.23 $47K - $51.4K
130 $27K
ARES
Ares Management Corp

Financial Services
-84
- 3.56%
$140.88 - $155.5 $11.8K - $13.1K
2.27K $323K
WELL
Welltower Inc.

Real Estate
-523
- 17.31%
$165.94 - $193.82 $86.8K - $101K
2.5K $484K
AXP
American Express CO

Financial Services
-1.96K
- 2.89%
$316.26 - $372.77 $621K - $732K
65.9K $22.5M
EBAY
Ebay Inc

Consumer Cyclical
-145
- 2.53%
$80.85 - $99.58 $11.7K - $14.4K
5.6K $469K
SHV
Ishares Tr

ETFs
-448
- 4.81%
$110.15 - $110.49 $49.3K - $49.5K
8.87K $978K
EFX
Equifax Inc

Industrials
-7
- 0.72%
$204.19 - $253.84 $1.43K - $1.78K
965 $199K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-462
- 3.31%
$123.63 - $130.75 $57.1K - $60.4K
13.5K $1.71M
HPE
Hewlett Packard Enterprise CO

Technology
-633
- 3.45%
$22.5 - $26.25 $14.2K - $16.6K
17.7K $404K
CME
Cme Group Inc.

Financial Services
-540
- 4.64%
$261.53 - $285.04 $141K - $154K
11.1K $3.1M
GVI
Ishares Tr

ETFs
-323
- 0.66%
$107.08 - $108.01 $34.6K - $34.9K
48.4K $5.19M
HSIC
Henry Schein Inc

Healthcare
-700
- 87.72%
$62.03 - $73.34 $43.4K - $51.3K
98 $7K
CHD
Church & Dwight CO Inc

Consumer Defensive
-362
- 9.53%
$81.8 - $90.01 $29.6K - $32.6K
3.44K $288K
NTAP
Net App, Inc.

Technology
-273
- 16.78%
$109.44 - $121.82 $29.9K - $33.3K
1.35K $148K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-378
- 52.65%
$92.28 - $109.23 $34.9K - $41.3K
340 $33K
TFC
Truist Financial Corp

Financial Services
-769
- 6.91%
$41.09 - $45.64 $31.6K - $35.1K
10.4K $464K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-9
- 0.09%
$136.54 - $144.07 $1.23K - $1.3K
10.3K $1.41M
POOL
Pool Corp

Industrials
-69
- 18.9%
$242.32 - $312.05 $16.7K - $21.5K
296 $71K
XLI
Industrial Sector Spdr

ETFs
-174
- 2.45%
$149.9 - $155.79 $26.1K - $27.1K
6.94K $1.05M
NUDM
Nuveen Esg International Devel

ETFs
-1.56K
- 4.82%
$37.36 - $38.79 $58.2K - $60.4K
30.8K $1.18M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-1K
- 65.32%
$42.31 - $46.37 $42.3K - $46.4K
531 $24K
EFG
Msci Eafe Growth ETF

ETFs
-356
- 28.34%
$112.91 - $117.61 $40.2K - $41.9K
900 $103K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-445
- 16.48%
$26.95 - $36.23 $12K - $16.1K
2.26K $60K
BIIB
Biogen Inc.

Healthcare
-410
- 34.86%
$142.26 - $167.55 $58.3K - $68.7K
766 $128K
VXF
Vanguard Extended Market ETF

ETFs
-63
- 1.4%
$204.22 - $215.05 $12.9K - $13.5K
4.45K $908K
DUOL
Duolingo, Inc.

Technology
-107
- 86.29%
$185.07 - $347.27 $19.8K - $37.2K
17 $3K
BALL
Ball Corp

Consumer Cyclical
-446
- 8.98%
$46.41 - $50.48 $20.7K - $22.5K
4.52K $215K
RSG
Republic Services, Inc.

Industrials
-7
- 0.41%
$204.12 - $227.29 $1.43K - $1.59K
1.71K $358K
GWW
W.W. Grainger, Inc.

Industrials
-31
- 14.62%
$926.21 - $979.0 $28.7K - $30.3K
181 $167K
IRM
Iron Mountain Inc

Real Estate
-156
- 8.22%
$91.37 - $106.46 $14.3K - $16.6K
1.74K $159K
MANH
Manhattan Associates Inc

Technology
-148
- 54.61%
$175.13 - $208.9 $25.9K - $30.9K
123 $21K
EQIX
Equinix Inc

Real Estate
-45
- 4.28%
$772.6 - $846.01 $34.8K - $38.1K
1.01K $790K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-399
- 0.7%
$52.76 - $53.18 $21.1K - $21.2K
56.4K $2.98M
CFG
Citizens Financial Group Inc

Financial Services
-447
- 6.95%
$48.39 - $54.0 $21.6K - $24.1K
5.98K $309K
BOH
Bank Of Hawaii Corp

Financial Services
-483
- 60.53%
$59.82 - $66.61 $28.9K - $32.2K
315 $20K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.34K
- 69.71%
$23.04 - $23.36 $30.8K - $31.2K
581 $13K
VNT
Vontier Corp

Technology
-258
- 7.66%
$35.9 - $43.21 $9.26K - $11.1K
3.11K $111K
Activity Summary
Buys All Purchases 315 New Holdings 64 Increased Positions 251 Sells All Sells 354 Reductions 354 Sold out 0 Options Calls 0 Puts 0
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