WHI TRUST Co LLC - Portfolio overview

WHI TRUST Co LLC has 85 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 26.60%
2. AGG - ISHARES CORE US AGGREGATE BOND FUND, 21.45%
3. ACWX - ISHARES MSCI ACWI EX U.S. ETF, 18.06%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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