WHITTIER TRUST CO

Est. AUM

$8.86B

13F long equity, this entity only

Positions

1,606

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY	common	$33.7M	47	0.38%	SOLE
2	ISHR RUSSELL 1000	common	$29.8M	82482	0.34%	SOLE
3	VGRD ALL WORLD EX-US	common	$26.0M	341669	0.29%	SOLE
4	ISHARES RUSL MIDCAP	common	$18.0M	182218	0.20%	SOLE
5	APPLE COMPUTER	common	$12.3M	47703	0.14%	DFND
6	ALPHABET INC.	common	$12.1M	40496	0.14%	DFND
7	MICROSOFT CORP	common	$11.5M	30924	0.13%	DFND
8	SPDR GOLD	common	$10.5M	24456	0.12%	SOLE
9	VANG LG-CAP	common	$10.3M	34081	0.12%	SOLE
10	SPDR S&P 500	common	$10.3M	15631	0.12%	DFND
11	SCHWB US SCAP-SCHA	common	$9.4M	318634	0.11%	SOLE
12	COINBASE GLOBAL INC	common	$9.1M	52082	0.10%	SOLE
13	UNITY SOFTWARE INC	common	$9.1M	412187	0.10%	SOLE
14	NVIDIA CORP	common	$9.0M	50605	0.10%	DFND
15	UNION PACIFIC	common	$8.3M	33747	0.09%	SOLE
16	SPDR DJIA TRUST	common	$8.1M	17252	0.09%	SOLE
17	SCHWAB MID CAP-SCHM	common	$7.5M	237669	0.08%	SOLE
18	CONSTELL	common	$7.3M	46903	0.08%	SOLE
19	VANGUARD S&P	common	$7.2M	11917	0.08%	SOLE
20	VANGUARD HIGH DVD	common	$7.2M	48316	0.08%	SOLE
21	JP MORGAN CHASE	common	$6.9M	23465	0.08%	DFND
22	KKR & CO INC PFD	preferred	$6.4M	161428	0.07%	SOLE
23	DIMENSIONAL INTL VA	common	$6.4M	119178	0.07%	SOLE
24	VANG ST CORP BD-VCSH	common	$5.8M	73529	0.07%	SOLE
25	PIMCO ENHANCED SHORT	common	$5.5M	54510	0.06%	SOLE
26	AMAZON.COM	common	$5.3M	25101	0.06%	DFND
27	VANGUARD REIT	common	$5.2M	57320	0.06%	SOLE
28	ISHRS INTERM GOV GVI	common	$5.0M	47364	0.06%	SOLE
29	VANGUARD INDEX	common	$5.0M	15408	0.06%	SOLE
30	ISHARES GOLD TRUST	common	$5.0M	56945	0.06%	SOLE
31	PROLOGIS INC	common	$4.9M	36924	0.06%	SOLE
32	VANGUARD ST GOV-VGSH	common	$4.9M	83316	0.05%	SOLE
33	NORTHROP	common	$4.8M	6957	0.05%	SOLE
34	BROADCOM INC	common	$4.8M	15159	0.05%	DFND
35	VISA INC	common	$4.3M	14067	0.05%	DFND
36	PROCTER & GAMBLE	common	$4.1M	28586	0.05%	DFND
37	VANG EMERG MKT ETF	common	$4.0M	74157	0.05%	DFND
38	BROWN - FORMAN	common	$3.7M	138891	0.04%	SOLE
39	MSCI EAFE VALUE IDX	common	$3.7M	48893	0.04%	SOLE
40	KLA INSTRUMENTS	common	$3.7M	2379	0.04%	SOLE
41	ISHARES RUSL 2000	common	$3.6M	14448	0.04%	DFND
42	ROBLOX CORP -CL A	common	$3.6M	62629	0.04%	SOLE
43	VANGUARD FTSE INTL	common	$3.5M	53002	0.04%	DFND
44	GENERAL DYNAMICS	common	$3.4M	9814	0.04%	SOLE
45	WASTE MANAGEMENT NEW	common	$3.4M	14503	0.04%	SOLE
46	CATERPILLAR INC	common	$3.4M	4672	0.04%	DFND
47	ISHARES EMERG EX-CHN	common	$3.3M	42037	0.04%	SOLE
48	CME GROUP INC.	common	$3.3M	10708	0.04%	SOLE
49	VANGUARD ESG US STK	common	$3.3M	28585	0.04%	SOLE
50	USIO INC	common	$3.2M	2713852	0.04%	SOLE

1–50 of 1,343

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.