WhitTier Trust Company’s First Trust Water ETF FIW Stock Holding History

WhitTier Trust Company’s Portfolio FIW Stock Details FIW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$199K	Hold	1,839	–	–	﹤0.01%	517
2026 Q1	$192K	Buy	1,839 +1,152	+168%	+$127K	﹤0.01%	506
2025 Q4	$77K	Hold	687	–	–	﹤0.01%	629
2025 Q3	$78.2K	Hold	687	–	–	﹤0.01%	605
2025 Q2	$74.2K	Hold	687	–	–	﹤0.01%	692
2025 Q1	$69.2K	Hold	687	–	–	﹤0.01%	691
2024 Q4	$70.1K	Hold	687	–	–	﹤0.01%	671
2024 Q3	$75.1K	Hold	687	–	–	﹤0.01%	661
2024 Q2	$68.7K	Hold	687	–	–	﹤0.01%	633
2024 Q1	$70.1K	Hold	687	–	–	﹤0.01%	622
2023 Q4	$65.1K	Hold	687	–	–	﹤0.01%	632
2023 Q3	$56.8K	Hold	687	–	–	﹤0.01%	626
2023 Q2	$60.8K	Hold	687	–	–	﹤0.01%	636
2023 Q1	$57.5K	Hold	687	–	–	﹤0.01%	639
2022 Q4	$54.5K	Hold	687	–	–	﹤0.01%	654
2022 Q3	$49K	Hold	687	–	–	﹤0.01%	667
2022 Q2	$49K	Hold	687	–	–	﹤0.01%	677
2022 Q1	$58K	Hold	687	–	–	﹤0.01%	644
2021 Q4	$65K	Hold	687	–	–	﹤0.01%	634
2021 Q3	$58K	Hold	687	–	–	﹤0.01%	652
2021 Q2	$57K	Hold	687	–	–	﹤0.01%	638
2021 Q1	$54K	Hold	687	–	–	﹤0.01%	628
2020 Q4	$50K	Hold	687	–	–	﹤0.01%	620
2020 Q3	$42K	Hold	687	–	–	﹤0.01%	635
2020 Q2	$38K	Hold	687	–	–	﹤0.01%	623
2020 Q1	$33K	Buy	+687	New	+$39.4K	﹤0.01%	621

Other funds holding FIW

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

WhitTier Trust Company held its First Trust Water ETF (FIW) position steady in Q2 2026 at 1,839 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

WhitTier Trust Company first reported a position in FIW in Q1 2020 and has held it in 26 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

WhitTier Trust Company held 1,839 shares of First Trust Water ETF worth $199K as of Q2 2026.
WhitTier Trust Company left its First Trust Water ETF share count unchanged in Q2 2026.
First Trust Water ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #517 holding.
WhitTier Trust Company first reported a position in First Trust Water ETF in Q1 2020 and has held it in 26 quarters since.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

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