SEC 13F Intelligence

Managers / Q4 2021 · view latest →

WHITTIER TRUST CO

CIK 0001137881 · 1600 HUNTINGTON DRIVE, SOUTH PASADENA, CA, 91030 · 6264415111

Reported Value
$6.2B
Q4 2021
Positions
1,988
Filings on Record
30
2019–present window
Filed
Jan 19, 2022
original filing

Summary

Whittier Trust Co reported $6.2B in U.S.-listed holdings across 1,988 positions for Q4 2021.

Its largest position, AAPL, represents 4.7% of the portfolio.

Compared with Q3 2021, the fund opened 120 new positions and exited 34.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $2.9BQ4 ’18Q1 ’19: $3.3BQ2 ’19: $3.4BQ3 ’19: $3.5BQ4 ’19: $3.8BQ4 ’19Q1 ’20: $3.1BQ2 ’20: $3.6BQ3 ’20: $4.2BQ4 ’20: $4.7BQ4 ’20Q1 ’21: $5.1BQ2 ’21: $5.6BQ3 ’21: $5.5BQ4 ’21: $6.2BQ4 ’21Q1 ’22: $5.9BQ2 ’22: $5.0BQ3 ’22: $4.8BQ4 ’22: $5.14TQ4 ’22Q1 ’23: $5.5BQ2 ’23: $5.8BQ3 ’23: $5.6BQ4 ’23: $6.2BQ4 ’23Q1 ’24: $6.9BQ2 ’24: $7.0BQ3 ’24: $7.5BQ4 ’24: $7.6BQ4 ’24Q1 ’25: $7.2BQ2 ’25: $8.3BQ3 ’25: $8.8BQ4 ’25: $9.2BQ4 ’25Q1 ’26: $8.9Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2021

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$8.9B1,606Apr 28, 202613F-HRchanges · EDGAR ↗
Q4 2025$9.2B1,631Jan 26, 202613F-HRchanges · EDGAR ↗
Q3 2025$8.8B1,665Oct 31, 202513F-HRchanges · EDGAR ↗
Q2 2025$8.3B1,860Jul 30, 202513F-HRchanges · EDGAR ↗
Q1 2025$7.2B1,849May 2, 202513F-HRchanges · EDGAR ↗
Q4 2024$7.6B1,904Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$7.5B1,913Oct 21, 202413F-HRchanges · EDGAR ↗
Q2 2024$7.0B1,877Jul 29, 202413F-HRchanges · EDGAR ↗
Q1 2024$6.9B1,878May 2, 202413F-HRchanges · EDGAR ↗
Q4 2023$6.2B1,888Jan 11, 202413F-HRchanges · EDGAR ↗
Q3 2023$5.6B2,062Oct 27, 202313F-HRchanges · EDGAR ↗
Q2 2023$5.8B1,924Jul 24, 202313F-HRchanges · EDGAR ↗
Q1 2023$5.5B1,998Apr 21, 202313F-HRchanges · EDGAR ↗
Q4 2022$5.14T2,028Jan 25, 202313F-HRchanges · EDGAR ↗
Q3 2022$4.8B2,116Oct 21, 202213F-HRchanges · EDGAR ↗
Q2 2022$5.0B2,119Jul 28, 202213F-HRchanges · EDGAR ↗
Q1 2022$5.9B2,117Apr 29, 202213F-HRchanges · EDGAR ↗
Q4 2021$6.2B1,988Jan 19, 202213F-HRchanges · EDGAR ↗
Q3 2021$5.5B1,894Nov 1, 202113F-HRchanges · EDGAR ↗
Q2 2021$5.6B1,914Jul 29, 202113F-HRchanges · EDGAR ↗
Q1 2021$5.1B1,920Apr 26, 202113F-HRchanges · EDGAR ↗
Q4 2020$4.7B1,918Jan 29, 202113F-HRchanges · EDGAR ↗
Q3 2020$4.2B1,915Oct 30, 202013F-HRchanges · EDGAR ↗
Q2 2020$3.6B1,999Jul 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$3.1B2,107Apr 27, 202013F-HRchanges · EDGAR ↗
Q4 2019$3.8B1,884Jan 31, 202013F-HRchanges · EDGAR ↗
Q3 2019$3.5B1,921Oct 18, 201913F-HRchanges · EDGAR ↗
Q2 2019$3.4B1,725Jul 23, 201913F-HRchanges · EDGAR ↗
Q1 2019$3.3B1,795Apr 29, 201913F-HRchanges · EDGAR ↗
Q4 2018$2.9B1,693Feb 7, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.