WHITTIER TRUST CO OF NEVADA INC
All 13F Filings
- Location
- Reno, NV
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,817,093
- Description
- Reno Nevada based advisory led wealth manager with a corporation based operating model and a valuation conscious and methodical investment mandate. The approach emphasizes model based security selection, planning integrated mandate design, and valuation discipline and downside awareness for fiduciary household mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through mandate level transparency and oversight rigor.
- Website
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- Founded
- —
- Chairman
- —
- 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 | 1,276 | 4,817,093 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q3 2025 | 10/31/2025 | 1,275 | 4,693,361 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q2 2025 | 7/30/2025 | 1,442 | 4,410,375 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q1 2025 | 5/2/2025 | 1,418 | 3,960,382 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q4 2024 | 2/11/2025 | 1,349 | 4,072,373 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q3 2024 | 10/21/2024 | 1,345 | 3,871,153 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q2 2024 | 7/29/2024 | 1,276 | 3,595,878 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q1 2024 | 5/2/2024 | 1,220 | 3,486,663 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q4 2023 | 1/11/2024 | 1,201 | 3,124,116 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q3 2023 | 10/27/2023 | 1,157 | 2,824,019 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q2 2023 | 7/24/2023 | 1,168 | 2,954,744 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q1 2023 | 4/21/2023 | 1,157 | 2,721,473 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q4 2022 | 1/25/2023 | 1,177 | 2,535,454 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q3 2022 | 10/21/2022 | 1,117 | 2,346,833 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q2 2022 | 7/28/2022 | 1,157 | 2,423,543 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q1 2022 | 4/29/2022 | 1,111 | 2,756,292 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q4 2021 | 1/19/2022 | 1,068 | 2,738,163 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q3 2021 | 11/1/2021 | 1,120 | 2,443,419 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q2 2021 | 7/29/2021 | 997 | 2,403,470 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q1 2021 | 4/26/2021 | 993 | 2,235,314 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q4 2020 | 1/29/2021 | 978 | 1,997,745 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q3 2020 | 10/30/2020 | 978 | 1,733,907 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q2 2020 | 7/10/2020 | 951 | 1,587,315 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q1 2020 | 4/27/2020 | 998 | 1,299,753 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q4 2019 | 1/31/2020 | 1,015 | 1,567,125 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q2 2014 | 8/4/2014 | 899 | 891,048 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q1 2014 | 5/1/2014 | 931 | 853,326 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
| Q4 2013 | 2/5/2014 | 891 | 830,443 | 13F-HR | WHITTIER TRUST CO OF NEVADA INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.817 M | 100.0% | 123.7 K | 0 | 123.7 K |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
4,817,093
Holdings
1276
QoQ value change ($000)
123,732
(2.6%)
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.