WHI TRUST Co LLC
WHI TRUST Co LLC reported 59 positions worth $154.7M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: AGG (31.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AGG | SH | $47.9M | 30.96% | 483,896 | — | — | |
| ▸ 2 | ACWX | SH | $42.0M | 27.14% | 551,632 | — | — | |
| ▸ 3 | IVV | SH | $29.8M | 19.26% | 39,791 | — | — | |
| ▸ 4 | ACWI | SH | $10.8M | 6.95% | 68,537 | — | — | |
| ▸ 5 | IWV | SH | $7.4M | 4.80% | 17,421 | — | — | |
| ▸ 6 | IEF | SH | $4.7M | 3.03% | 49,536 | — | — | |
| ▸ 7 | SHY | SH | $3.2M | 2.10% | 39,549 | — | — | |
| ▸ 8 | DSI | SH | $1.7M | 1.13% | 12,280 | — | — | |
| ▸ 9 | SUSA | SH | $1.5M | 1.00% | 10,000 | — | — | |
| ▸ 10 | MSFT | SH | $909.0K | 0.59% | 2,437 | — | — |
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Frequently Asked Questions
What stocks does WHI TRUST Co LLC hold as of Q2 2026?
WHI TRUST Co LLC reported 59 positions worth $154.7M in its Q2 2026 13F filing. Largest positions: AGG (31.0%), ACWX (27.1%), IVV (19.3%), ACWI (7.0%) and IWV (4.8%).
What did WHI TRUST Co LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WHI TRUST Co LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.