WHI Trust’s S&P Global SPGI Stock Holding History

WHI Trust’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.6K	Hold	26	–	–	0.01%	54
2026 Q1	$11.1K	Hold	26	–	–	0.01%	74
2025 Q4	$13.6K	Buy	+26	New	+$12.9K	0.01%	74

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WHI Trust's SPGI Position: Q2 2026 in Review

WHI Trust held its S&P Global (SPGI) position steady in Q2 2026 at 26 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #54.

WHI Trust first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.6K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

WHI Trust held 26 shares of S&P Global worth $10.6K as of Q2 2026.
WHI Trust left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.01% of WHI Trust's portfolio in Q2 2026, its #54 holding.
WHI Trust first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
WHI Trust's S&P Global position peaked at $13.6K in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on WHI Trust's 13F filing for Q2 2026, filed 11 Aug 2026.