Whitegate Investment Counselors, Inc.
All 13F Filings
- Location
- Concord, NH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 343,075
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 69 | 343,075 | 13F-HR | Whitegate Investment Counselors, Inc. |
| Q2 2026 | 8/10/2026 | 76 | 351,250 | 13F-HR | Whitegate Investment Counselors, Inc. |
| Q1 2026 | 4/27/2026 | 68 | 314,502 | 13F-HR | Whitegate Investment Counselors, Inc. |
| Q4 2025 | 2/10/2026 | 68 | 320,047 | 13F-HR | Whitegate Investment Counselors, Inc. |
| Q3 2025 | 10/23/2025 | 66 | 303,783 | 13F-HR | Whitegate Investment Counselors, Inc. |
| Q2 2025 | 8/8/2025 | 68 | 294,519 | 13F-HR | Whitegate Investment Counselors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 60.16 K | 17.5% | 0 | 5.084 K | -5.084 K |
| ETFs | 282.9 K | 82.5% | 0 | 3.09 K | -3.09 K |
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Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
343,075
Holdings
69
QoQ value change ($000)
-8,175
(-2.3%)
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.