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Whipplewood Advisors’s First Internet Bancorp INBK Stock Holding History

Whipplewood Advisors’s Portfolio INBK Stock Details INBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6
Closed -$241 – 1231
2025
Q1 		$241 Sell
6
-37
-86% -$1.15K ﹤0.01% 1182
2024
Q4 		$1.55K Buy
+43
New +$1.63K ﹤0.01% 928

Other funds holding INBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Whipplewood Advisors's INBK Position: Q2 2025 in Review

Whipplewood Advisors sold out of First Internet Bancorp (INBK) in Q2 2025, closing a stake of 6 shares — an estimated $241 sold.

Whipplewood Advisors first reported a position in INBK in Q4 2024 and held it in 2 quarters. The position peaked at $1.55K in Q4 2024. 118 funds tracked by Wall St. Rank hold INBK as of Q2 2025.

  • Whipplewood Advisors reported no remaining First Internet Bancorp position as of Q2 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 6 First Internet Bancorp shares in Q2 2025, an estimated $241.
  • Whipplewood Advisors first reported a position in First Internet Bancorp in Q4 2024 and held it in 2 quarters.
  • Whipplewood Advisors's First Internet Bancorp position peaked at $1.55K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held First Internet Bancorp as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.