IFU
HWC icon

iSAM Funds (UK)’s Hancock Whitney HWC Stock Holding History

iSAM Funds (UK)’s Portfolio HWC Stock Details HWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,882
Closed -$744K – 493
2025
Q3 		$744K Sell
11,882
-5,781
-33% -$354K 0.15% 206
2025
Q2 		$1.01M Buy
17,663
+11,775
+200% +$627K 0.22% 155
2025
Q1 		$309K Sell
5,888
-9,430
-62% -$530K 0.15% 221
2024
Q4 		$838K Buy
15,318
+2,088
+16% +$116K 0.62% 47
2024
Q3 		$677K Buy
+13,230
New +$673K 0.38% 88
2024
Q2 		– Sell
-7,303
Closed -$336K – 287
2024
Q1 		$336K Buy
7,303
+2,318
+46% +$103K 0.19% 167
2023
Q4 		$242K Buy
+4,985
New +$199K 0.17% 168

Other funds holding HWC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return