WHITTIER TRUST CO
Q2 2026 Form 13-F

SOUTH PASADENA, CALIFORNIA
CIK 0001137881 · Institutional investment manager
$10.2B Reported Value Total
Reported value
$10.2B
Quarter over quarter
+14.0%
Holdings
1,354
Top-10 concentration
35.6%

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Steve Anderson
Vice President

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Q2 2026 13F record

Q2 2026 13F filing summary

Q2 2026 Form 13F portfolio summary
Period of report June 30, 2026
Filed July 28, 2026
Form 13F-HR
Reported value $10.2B
Positions 1,354
Change in reported value +14.9%
New positions 77
Exited positions 66
Position turnover 10.1%
Top-10 concentration 35.6%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q2 2026 13F
Filed Jul 28, 2026
1,354 $10.2B
Q1 2026 13F
Filed Apr 28, 2026
1,343 $8.9B
Q4 2025 13F
Filed Jan 26, 2026
1,353 $9.2B
Q3 2025 13F
Filed Oct 31, 2025
1,378 $8.8B
Q2 2025 13F
Filed Jul 30, 2025
1,508 $8.3B
Q1 2025 13F
Filed May 2, 2025
1,489 $7.2B
Q4 2024 13F
Filed Feb 11, 2025
1,546 $7.6B
Q3 2024 13F
Filed Oct 21, 2024
1,547 $7.5B
Q2 2024 13F
Filed Jul 29, 2024
1,515 $7.0B
Q1 2024 13F
Filed May 2, 2024
1,509 $6.9B
Q4 2023 13F
Filed Jan 11, 2024
1,505 $6.2B
Q3 2023 13F
Filed Oct 27, 2023
1,674 $5.6B
Q2 2023 13F
Filed Jul 24, 2023
1,561 $5.8B
Q1 2023 13F
Filed Apr 21, 2023
1,604 $5.5B
Q4 2022 13F
Filed Jan 25, 2023
1,622 $5.1B
Q3 2022 13F
Filed Oct 21, 2022
1,584 $4.8B
Q2 2022 13F
Filed Jul 28, 2022
1,594 $5.0B
Q1 2022 13F
Filed Apr 29, 2022
1,620 $5.9B
Q4 2021 13F
Filed Jan 19, 2022
1,529 $6.2B
Q3 2021 13F
Filed Nov 1, 2021
1,440 $5.5B

33 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q2 2026

Largest Q2 2026 13F positions by reported value
# Holding Reported value % of portfolio
1 GOOG ALPHABET INC. $541.9M 5.32%
2 AAPL APPLE COMPUTER $541.4M 5.31%
3 NVDA NVIDIA CORP $539.2M 5.29%
4 MSFT MICROSOFT CORP $367.3M 3.61%
5 AMZN AMAZON.COM $340.1M 3.34%
6 SPY SPDR S&P 500 $325.8M 3.2%
7 IVV ISHARES S&P 500 $299.7M 2.94%
8 AVGO BROADCOM INC $264.2M 2.59%
9 JPM JP MORGAN CHASE $228.6M 2.24%
10 LLY LILLY ELI & CO $177.1M 1.74%
11 AMAT APPLIED MATERIALS $171.7M 1.69%
12 V VISA INC $161.3M 1.58%
13 META META PLATFORMS INC $155.8M 1.53%
14 IJH I SHARES S&P MID 400 $145.1M 1.42%
15 BRK-B BERKSHIRE CLB $120.5M 1.18%
16 VEA VANGUARD FTSE INTL $120.1M 1.18%
17 IJR ISHARES S&PSMCAP 600 $105.6M 1.04%
18 TSLA TESLA MOTORS INC $102.0M 1.0%
19 MU MICRON TECH $95.5M 0.94%
20 IEMG ISHARES EMERG-IEMG $94.6M 0.93%

Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.

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