WHITTIER TRUST CO
All 13F Filings
- Location
- South Pasadena, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 9,234,298
- Description
- South Pasadena California based fiduciary portfolio advisory practice with a structured investment organization and a valuation conscious and methodical investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for planning centered advisory portfolios. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through downside sensitivity mapping and risk accountability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/26/2026 | 1,353 | 9,234,298 | 13F-HR | WHITTIER TRUST CO |
| Q3 2025 | 10/31/2025 | 1,378 | 8,785,896 | 13F-HR | WHITTIER TRUST CO |
| Q2 2025 | 7/30/2025 | 1,511 | 8,293,457 | 13F-HR | WHITTIER TRUST CO |
| Q1 2025 | 5/2/2025 | 1,493 | 7,178,518 | 13F-HR | WHITTIER TRUST CO |
| Q4 2024 | 2/11/2025 | 1,547 | 7,590,405 | 13F-HR | WHITTIER TRUST CO |
| Q3 2024 | 10/21/2024 | 1,548 | 7,472,108 | 13F-HR | WHITTIER TRUST CO |
| Q2 2024 | 7/29/2024 | 1,516 | 7,048,962 | 13F-HR | WHITTIER TRUST CO |
| Q1 2024 | 5/2/2024 | 1,509 | 6,858,681 | 13F-HR | WHITTIER TRUST CO |
| Q4 2023 | 1/11/2024 | 1,505 | 6,168,224 | 13F-HR | WHITTIER TRUST CO |
| Q3 2023 | 10/27/2023 | 1,674 | 5,626,751 | 13F-HR | WHITTIER TRUST CO |
| Q2 2023 | 7/24/2023 | 1,561 | 5,752,967 | 13F-HR | WHITTIER TRUST CO |
| Q1 2023 | 4/21/2023 | 1,604 | 5,492,924 | 13F-HR | WHITTIER TRUST CO |
| Q4 2022 | 1/25/2023 | 1,622 | 5,141,011 | 13F-HR | WHITTIER TRUST CO |
| Q3 2022 | 10/21/2022 | 1,712 | 4,771,411 | 13F-HR | WHITTIER TRUST CO |
| Q2 2022 | 7/28/2022 | 1,713 | 4,951,016 | 13F-HR | WHITTIER TRUST CO |
| Q1 2022 | 4/29/2022 | 1,725 | 5,929,773 | 13F-HR | WHITTIER TRUST CO |
| Q4 2021 | 1/19/2022 | 1,594 | 6,153,933 | 13F-HR | WHITTIER TRUST CO |
| Q3 2021 | 11/1/2021 | 1,508 | 5,491,996 | 13F-HR | WHITTIER TRUST CO |
| Q2 2021 | 7/29/2021 | 1,528 | 5,613,768 | 13F-HR | WHITTIER TRUST CO |
| Q1 2021 | 4/26/2021 | 1,534 | 5,148,754 | 13F-HR | WHITTIER TRUST CO |
| Q4 2020 | 1/29/2021 | 1,417 | 4,681,742 | 13F-HR | WHITTIER TRUST CO |
| Q3 2020 | 10/30/2020 | 1,469 | 4,200,125 | 13F-HR | WHITTIER TRUST CO |
| Q2 2020 | 7/10/2020 | 1,442 | 3,600,865 | 13F-HR | WHITTIER TRUST CO |
| Q1 2020 | 4/27/2020 | 1,543 | 3,062,829 | 13F-HR | WHITTIER TRUST CO |
| Q4 2019 | 1/31/2020 | 1,568 | 3,811,428 | 13F-HR | WHITTIER TRUST CO |
| Q2 2014 | 8/4/2014 | 1,067 | 2,028,025 | 13F-HR | WHITTIER TRUST CO |
| Q1 2014 | 5/1/2014 | 1,090 | 1,951,661 | 13F-HR | WHITTIER TRUST CO |
| Q4 2013 | 2/5/2014 | 1,092 | 1,950,108 | 13F-HR | WHITTIER TRUST CO |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.234 M | 100.0% | 448.4 K | 0 | 448.4 K |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
9,234,298
Holdings
1353
QoQ value change ($000)
448,402
(5.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.