WHITTIER TRUST CO OF NEVADA INC quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, WHITTIER TRUST CO OF NEVADA INC opened 21 positions, added to 65, reduced 77, sold out of 4 and left 226 unchanged. The largest increase in value was IVV (+$18,831,103); the largest decrease was IWM (-$3,427,600).
- VTES: Country of operation —; Class common; Shares 2026-03-31 0; Shares 2026-06-30 3,370.
- HGER: Country of operation —; Class common; Shares 2026-03-31 0; Shares 2026-06-30 4,985.
- DYNF: Country of operation —; Class common; Shares 2026-03-31 0; Shares 2026-06-30 1,496.
- DXJ: Country of operation —; Class common; Shares 2026-03-31 0; Shares 2026-06-30 427.
Two Form 13F-HR filings compared (SEC CIK 1263548): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Mill Creek Capital Advisors, LLC | United States | $4.868B | 260 |
| MISSION WEALTH MANAGEMENT, LP | United States | $4.863B | 728 |
| Southpoint Capital Advisors LP | United States | $4.859B | 41 |
| DISCIPLINED GROWTH INVESTORS INC /MN | United States | $4.887B | 61 |
| Paradigm Biocapital Advisors LP | United States | $4.894B | 35 |
| BECK MACK & OLIVER LLC | United States | $4.849B | 195 |
| KENSICO CAPITAL MANAGEMENT CORP | United States | $4.898B | 20 |
| Freemont Capital Pte Ltd | Singapore | $4.908B | 4 |
| MOORE CAPITAL MANAGEMENT, LP | United States | $4.919B | 637 |
| Maryland State Retirement & Pension System | United States | $4.920B | 1,352 |