WHI TRUST Co LLC

CIK 2013902 · View on SEC EDGAR ↗

Portfolio value
$140.7M
#7,592 of 9,443 by 13F value · top 80.4%
Positions
59
As of
June 30, 2026

Portfolio value QoQ: +88.9% 13F does not disclose cash

Top 10 holdings weight
96.70%
Top 25 holdings weight
99.31%
Positions above 1%
9
Effective number of positions
4.4

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 3.17% Est. buys $64,641,748 · sells $3,411,196

New positions
0
Increased
6
Decreased
4
Closed
28
On this page

Sector breakdown

Technology
1.3%
Financials
0.6%
Industrials
0.4%
Healthcare
0.3%
Consumer Discretionary
0.2%
Materials
0.1%
Communication Services
0.1%
Retail
0.1%
Financial Services
0.1%
Energy
0.0%
Telecommunication
0.0%
Real Estate
0.0%
Consumer Staples
0.0%
Other/Unmapped
96.8%

Full portfolio 59 positions

Type Streak 8Q trend
AGG $44,782,511 31.82% 452,440 $18,842,962 Up ×1
ACWX iShares MSCI ACWI ex U.S. ETF $39,169,099 27.83% 514,638 $27,177,400 Up ×1
IVV $28,522,221 20.27% 38,086 $10,856,808 Up ×1
ACWI iShares MSCI ACWI ETF $10,758,253 7.65% 68,537 $9,021,294 Up ×2
IEF iShares 7-10 Year Treasury Bond ETF $4,434,861 3.15% 46,895 $942,043 Up ×1
SHY iShares 1-3 Year Treasury Bond ETF $2,725,066 1.94% 33,188 $1,847,842 Up ×1
DSI $1,748,549 1.24% 12,280 $260,336
SUSA $1,543,000 1.10% 10,000 $222,000
IWV $1,486,430 1.06% 3,486 $131,224 Down ×2
MSFT Microsoft Corporation - Common Stock $909,050 0.65% 2,437 $6,946
TRV The Travelers Companies, Inc. Common Stock $733,527 0.52% 2,222 $85,414
AAPL Apple Inc. - Common Stock $718,192 0.51% 2,482 $83,971 Down ×1
KLRS Kalaris Therapeutics, Inc. - Common Stock $396,797 0.28% 97,493 $-165,738
SPY SPY $324,845 0.23% 435 $41,947
MMM 3M Company Common Stock $279,133 0.20% 1,724 $28,756
EFA $199,450 0.14% 1,920 $-326,995 Down ×1
CAT Caterpillar, Inc. Common Stock $151,216 0.11% 142 $50,615
TAN $145,272 0.10% 2,456 $8,448
VIG $129,431 0.09% 547 $11,793
NVDA NVIDIA Corporation - Common Stock $119,854 0.09% 599 $15,388
SHAK Shake Shack, Inc. Class A Common Stock $109,855 0.08% 1,961 $-63,635
MAR Marriott International - Class A Common Stock $103,024 0.07% 278 $12,099
B Barrick Mining Corporation Common Shares $91,752 0.07% 2,498 $-10,141
GE GE Aerospace Common Stock $84,089 0.06% 225 $20,241
GOOGL Alphabet Inc. - Class A Common Stock $82,552 0.06% 231 $16,126
AMZN Amazon.com, Inc. - Common Stock $73,647 0.05% 309 $9,292
L Loews Corporation Common Stock $73,360 0.05% 648 $4,192
FNV Franco-Nevada Corporation $66,284 0.05% 318 $-12,278
SDY $56,459 0.04% 371 $2,315
V Visa Inc. $51,464 0.04% 150 $6,128
PANW Palo Alto Networks, Inc. - Common Stock $51,153 0.04% 150 $27,105
BRKB $50,039 0.04% 100 $2,119
JPM JP Morgan Chase & Co. Common Stock $45,499 0.03% 139 $4,611
SOR Source Capital, Inc. Cmn Shs of BI $41,925 0.03% 912 $-319
WMB Williams Companies, Inc. (The) Common Stock $37,170 0.03% 500 $780
TMUS T-Mobile US, Inc. - Common Stock $33,546 0.02% 200 $-8,460
SOLV Solventum Corporation Common Stock $33,252 0.02% 431 $5,108
LLY Eli Lilly and Company Common Stock $26,387 0.02% 22 $6,152
ASA ASA Gold and Precious Metals Limited $26,020 0.02% 500 $-4,995
FTAI FTAI Aviation Ltd. - Common Stock $24,618 0.02% 91 $2,323
T AT&T Inc. $24,509 0.02% 1,184 $-9,815
Unknown issuer (CUSIP: 17275r102) $24,432 0.02% 208 $5,034 Down ×1
MTB M&T Bank Corporation Common Stock $23,801 0.02% 100 $3,129
PSA Public Storage Common Stock $23,555 0.02% 74 $3,510
HWM Howmet Aerospace Inc. Common Stock $21,509 0.02% 80 $3,072
VYMI Vanguard International High Dividend Yield ETF $19,542 0.01% 199 $788
KMI Kinder Morgan, Inc. Common Stock $17,743 0.01% 555 $-866
KO Coca-Cola Company (The) Common Stock $17,067 0.01% 210 $1,096
META Meta Platforms, Inc. - Class A Common Stock $16,335 0.01% 29 $-257
CMCSA Comcast Corporation - Class A Common Stock $16,105 0.01% 656 $-2,729
AMD Advanced Micro Devices, Inc. - Common Stock $14,523 0.01% 25 $9,437
DE Deere & Company Common Stock $12,687 0.01% 20 $1,421
TSLA Tesla, Inc. - Common Stock $12,618 0.01% 30 $1,465
Unknown issuer (CUSIP: 78409v104) $10,589 0.01% 26 $-470
IVT InvenTrust Properties Corp. Common Stock $10,337 0.01% 292 $1,443
SHOP Shopify Inc. - Class A Subordinate Voting Shares $9,134 0.01% 80 $-356
UBER Uber Technologies, Inc. Common Stock $4,763 0.00% 66 $16
DIS Walt Disney Company (The) Common Stock $3,080 0.00% 32 $-4
CYCN Cyclerion Therapeutics, Inc. - Common Stock $244 0.00% 72 $132

Top movers (QoQ)

Security Action Shares Δ Value Δ
ACWX Bought more +340K +$27.2M
AGG Bought more +191K +$18.8M
IVV Bought more +11K +$10.9M
SHY Bought more +23K +$1.8M
IEF Bought more +10K +$942K
EFA Trimmed -4K -$327K
DSI Price move only +0 +$260K
SUSA Price move only +0 +$222K
KLRS Price move only +0 -$166K
IWV Trimmed -170 +$131K

1 position hidden (data completeness check)

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
QQQ June 30, 2026 500 $288,590
AMGN June 30, 2026 800 $281,480 20.5%
ACN June 30, 2026 1,300 $257,777 48.7%
TXN June 30, 2026 1,270 $246,558 -10.8%
PEP June 30, 2026 1,500 $232,935 5.0%
BA June 30, 2026 1,100 $218,933 1.3%
PG June 30, 2026 1,300 $187,772 -1.6%
MRK June 30, 2026 1,200 $144,348 17.0%
PRFZ June 30, 2026 3,070 $140,821
EEM June 30, 2026 2,200 $124,938 No longer tracked
IWM June 30, 2026 500 $124,000 No longer tracked
AXP June 30, 2026 357 $108,073 -1.1%
VWO June 30, 2026 1,842 $99,560 No longer tracked
SYY June 30, 2026 1,300 $92,729 0.7%
INTC June 30, 2026 2,000 $88,260 -34.9%
ERTH June 30, 2026 1,842 $87,331 No longer tracked
APD June 30, 2026 232 $67,480 5.2%
ALL June 30, 2026 254 $52,641 7.4%
HSY June 30, 2026 248 $51,573 8.4%
MA March 31, 2026 32 $18,268 15.5%
GAB March 31, 2026 2,682 $16,548 1.7%
APH June 30, 2026 120 $15,162 -12.9%
MLM March 31, 2026 21 $13,076 -10.5%
WY June 30, 2026 473 $11,554 3.3%
TDG June 30, 2026 9 $10,431 -9.0%
MELI June 30, 2026 5 $8,645 13.0%
BX June 30, 2026 70 $8,049 21.7%
AXON March 31, 2026 13 $7,383 49.1%
CMG June 30, 2026 200 $6,402 0.8%
NFLX June 30, 2026 50 $4,808 13.0%
NTRA March 31, 2026 18 $4,124 64.3%
KMB June 30, 2026 36 $3,473 -0.5%
TOST March 31, 2026 56 $1,989 33.6%
WING March 31, 2026 6 $1,431 -22.6%
OGN June 30, 2026 159 $952 1.4%