account_balance

Investment manager · 13F filer · SEC CIK 2013902

WHI Trust Co LLC

Reported value$177Mas of Sep 30, 2026
Positions56 3 new, 6 sold out
Top 10 weight97.4%ACWX alone is 32%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ACWX iShares Tr MSCI Acwi Ex US 32.3% Added +37%
AGG iShares Core US Aggregate Bond ETF 31.0% Added +20%
IVV iShares Core S&P 500 ETF 17.7% Added +3%
ACWI iShares MSCI Acwi 5.6% Trimmed −9%
IWV iShares Russell 3000 Index Fund 4.2% Held
IEF iShares Tr 7-10 Yr Trsy Bd 2.0% Trimmed −19%
SHY iShares Trust 1-3 Year Treasury Bond ETF 1.9% Added +3%
DSI iShares MSCI KLD 400 Social Index Fund ETF 1.0% Held
SUSA iShares MSCI USA ESG Select ETF 0.9% Held
MSFT Microsoft Corp 0.7% HeldAAPL Apple Inc. 0.5% HeldTRV Travelers Companies, Inc. 0.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 11, 2026 filing
add_circleNew
arrow_upwardAdded
  • ACWX +37%
  • AGG +20%
  • SHY +3%
  • IVV +3%
arrow_downwardTrimmed
  • IEF −19%
  • ACWI −9%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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