Whitegate Investment Counselors, Inc.
All 13F Filings
- Location
- Concord, NH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 351,250
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 65.24 K | 18.6% | 4.905 K | 0 | 4.905 K |
| ETFs | 286 K | 81.4% | 31.84 K | 0 | 31.84 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
351,250
Holdings
76
QoQ value change ($000)
36,748
(11.7%)
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.