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WhitTier Trust Company’s Otter Tail OTTR Stock Holding History

WhitTier Trust Company’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.33M Buy
48,935
+749
+2% +$64.8K 0.09% 168
2025
Q4 		$3.95M Buy
48,186
+721
+2% +$58.4K 0.08% 175
2025
Q3 		$3.79M Buy
47,465
+199
+0.4% +$16.1K 0.08% 176
2025
Q2 		$3.64M Buy
47,266
+1,486
+3% +$116K 0.08% 189
2025
Q1 		$3.68M Buy
45,780
+1,911
+4% +$151K 0.09% 182
2024
Q4 		$3.24M Buy
43,869
+1,774
+4% +$139K 0.08% 191
2024
Q3 		$3.29M Buy
42,095
+1,249
+3% +$108K 0.09% 184
2024
Q2 		$3.58M Buy
40,846
+1,499
+4% +$131K 0.1% 175
2024
Q1 		$3.4M Buy
39,347
+1,936
+5% +$168K 0.1% 176
2023
Q4 		$3.18M Buy
37,411
+1,742
+5% +$135K 0.1% 169
2023
Q3 		$2.71M Buy
35,669
+493
+1% +$40.5K 0.1% 171
2023
Q2 		$2.78M Buy
35,176
+436
+1% +$32.7K 0.09% 175
2023
Q1 		$2.51M Buy
34,740
+2,099
+6% +$139K 0.09% 177
2022
Q4 		$1.92M Sell
32,641
-1,638
-5% -$98.1K 0.08% 206
2022
Q3 		$2.11M Buy
34,279
+2,564
+8% +$185K 0.09% 193
2022
Q2 		$2.13M Buy
31,715
+2,682
+9% +$170K 0.09% 190
2022
Q1 		$1.81M Buy
29,033
+4,215
+17% +$264K 0.07% 221
2021
Q4 		$1.77M Buy
24,818
+2,582
+12% +$167K 0.06% 219
2021
Q3 		$1.24M Buy
22,236
+987
+5% +$52.3K 0.05% 245
2021
Q2 		$1.04M Buy
21,249
+452
+2% +$21.6K 0.04% 260
2021
Q1 		$960K Buy
20,797
+2,073
+11% +$88.7K 0.04% 259
2020
Q4 		$797K Buy
18,724
+1,675
+10% +$68.3K 0.04% 264
2020
Q3 		$617K Buy
17,049
+982
+6% +$37.8K 0.04% 281
2020
Q2 		$623K Buy
16,067
+3,344
+26% +$141K 0.04% 268
2020
Q1 		$565K Buy
12,723
+2,437
+24% +$121K 0.04% 256
2019
Q4 		$528K Buy
10,286
+2,443
+31% +$127K 0.03% 294
2019
Q3 		$422K Buy
7,843
+1,234
+19% +$64.6K 0.03% 316
2019
Q2 		$349K Buy
6,609
+759
+13% +$38.7K 0.02% 331
2019
Q1 		$291K Buy
5,850
+1,564
+36% +$76.8K 0.02% 352
2018
Q4 		$213K Buy
4,286
+430
+11% +$20.5K 0.02% 375
2018
Q3 		$185K Buy
3,856
+471
+14% +$22.8K 0.01% 407
2018
Q2 		$161K Buy
3,385
+815
+32% +$36.7K 0.01% 419
2018
Q1 		$111K Buy
2,570
+977
+61% +$40.9K 0.01% 463
2017
Q4 		$71K Buy
1,593
+378
+31% +$17.3K 0.01% 525
2017
Q3 		$53K Buy
1,215
+55
+5% +$2.27K ﹤0.01% 532
2017
Q2 		$46K Buy
1,160
+622
+116% +$24.4K ﹤0.01% 548
2017
Q1 		$20K Hold
538
– – ﹤0.01% 695
2016
Q4 		$22K Hold
538
– – ﹤0.01% 677
2016
Q3 		$19K Buy
538
+52
+11% +$1.8K ﹤0.01% 691
2016
Q2 		$16K Hold
486
– – ﹤0.01% 712
2016
Q1 		$14K Hold
486
– – ﹤0.01% 733
2015
Q4 		$13K Hold
486
– – ﹤0.01% 735
2015
Q3 		$13K Hold
486
– – ﹤0.01% 745
2015
Q2 		$13K Hold
486
– – ﹤0.01% 770
2015
Q1 		$16K Hold
486
– – ﹤0.01% 750
2014
Q4 		$15K Hold
486
– – ﹤0.01% 747
2014
Q3 		$13K Hold
486
– – ﹤0.01% 767
2014
Q2 		$15K Hold
486
– – ﹤0.01% 755
2014
Q1 		$15K Hold
486
– – ﹤0.01% 780
2013
Q4 		$14K Hold
486
– – ﹤0.01% 737
2013
Q3 		$13K Hold
486
– – ﹤0.01% 727
2013
Q2 		$14K Buy
+486
New +$14.3K ﹤0.01% 714

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WhitTier Trust Company's OTTR Position: Q1 2026 in Review

WhitTier Trust Company increased its Otter Tail (OTTR) stake by 1.6% in Q1 2026, buying an estimated $64.8K and bringing the position to 48,935 shares worth $4.33M. The position accounts for 0.09% of the portfolio, ranked #168.

WhitTier Trust Company first reported a position in OTTR in Q2 2013 and has held it in 52 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • WhitTier Trust Company held 48,935 shares of Otter Tail worth $4.33M as of Q1 2026.
  • WhitTier Trust Company bought 749 Otter Tail shares in Q1 2026, an estimated $64.8K.
  • Otter Tail made up 0.09% of WhitTier Trust Company's portfolio in Q1 2026, its #168 holding.
  • WhitTier Trust Company first reported a position in Otter Tail in Q2 2013 and has held it in 52 quarters since.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.