WTC
CWAN

WhitTier Trust Company’s Clearwater Analytics CWAN Stock Holding History

WhitTier Trust Company’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-83
Closed -$1.99K – 1440
2026
Q1 		$1.99K Sell
83
-1,222
-94% -$28.9K ﹤0.01% 1280
2025
Q4 		$31.4K Sell
1,305
-19
-1% -$381 ﹤0.01% 802
2025
Q3 		$23.2K Sell
1,324
-1,314
-50% -$26.6K ﹤0.01% 860
2025
Q2 		$57.8K Buy
2,638
+867
+49% +$19.9K ﹤0.01% 748
2025
Q1 		$47.4K Hold
1,771
– – ﹤0.01% 785
2024
Q4 		$48.7K Hold
1,771
– – ﹤0.01% 761
2024
Q3 		$44.7K Buy
+1,771
New +$39.8K ﹤0.01% 777

Other funds holding CWAN

GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

WhitTier Trust Company's CWAN Position: Q2 2026 in Review

WhitTier Trust Company sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 83 shares — an estimated $1.99K sold.

WhitTier Trust Company first reported a position in CWAN in Q3 2024 and held it in 7 quarters. The position peaked at $57.8K in Q2 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • WhitTier Trust Company reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • WhitTier Trust Company sold 83 Clearwater Analytics shares in Q2 2026, an estimated $1.99K.
  • WhitTier Trust Company first reported a position in Clearwater Analytics in Q3 2024 and held it in 7 quarters.
  • WhitTier Trust Company's Clearwater Analytics position peaked at $57.8K in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.