WhitTier Trust Company’s ProShares Short S&P500 SH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$82.5K	Hold	2,500	–	–	﹤0.01%	640
2026 Q1	$93.6K	Hold	2,500	–	–	﹤0.01%	609
2025 Q4	$88.8K	Hold	2,500	–	–	﹤0.01%	605
2025 Q3	$92.1K	Hold	2,500	–	–	﹤0.01%	572
2025 Q2	$99.2K	Hold	2,500	–	–	﹤0.01%	632
2025 Q1	$111K	Hold	2,500	–	–	﹤0.01%	599
2024 Q4	$106K	Hold	2,500	–	–	﹤0.01%	596
2024 Q3	$109K	Hold	2,500	–	–	﹤0.01%	586
2024 Q2	$114K	Hold	2,500	–	–	﹤0.01%	540
2024 Q1	$119K	Hold	2,500	–	–	﹤0.01%	536
2023 Q4	$130K	Hold	2,500	–	–	﹤0.01%	530
2023 Q3	$145K	Hold	2,500	–	–	0.01%	494
2023 Q2	$139K	Hold	2,500	–	–	﹤0.01%	514
2023 Q1	$150K	Hold	2,500	–	–	0.01%	492
2022 Q4	$160K	Hold	2,500	–	–	0.01%	481
2022 Q3	$173K	Hold	2,500	–	–	0.01%	484
2022 Q2	$165K	Hold	2,500	–	–	0.01%	484
2022 Q1	$141K	Hold	2,500	–	–	0.01%	514
2021 Q4	$136K	Buy	+2,500	New	+$142K	0.01%	519
2020 Q4	–	Sell	-1,250	Closed	-$102K	–	1002
2020 Q3	$102K	Hold	1,250	–	–	0.01%	500
2020 Q2	$112K	Hold	1,250	–	–	0.01%	464
2020 Q1	$138K	Buy	1,250 +339	+37%	+$34.2K	0.01%	428
2019 Q4	$87K	Hold	911	–	–	0.01%	515
2019 Q3	$95K	Hold	911	–	–	0.01%	496
2019 Q2	$97K	Hold	911	–	–	0.01%	496
2019 Q1	$101K	Hold	911	–	–	0.01%	478
2018 Q4	$114K	Buy	911 +436	+92%	+$51.3K	0.01%	432
2018 Q3	$52K	Hold	475	–	–	﹤0.01%	603
2018 Q2	$56K	Hold	475	–	–	﹤0.01%	589
2018 Q1	$58K	Buy	475 +300	+171%	+$35.4K	﹤0.01%	584
2017 Q4	$21K	Buy	+175	New	+$21.8K	﹤0.01%	709

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

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

WhitTier Trust Company held its ProShares Short S&P500 (SH) position steady in Q2 2026 at 2,500 shares worth $82.5K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

WhitTier Trust Company first reported a position in SH in Q4 2017 and has held it in 31 quarters since. The position peaked at $173K in Q3 2022. 116 funds tracked by Wall St. Rank hold SH as of Q2 2026.

WhitTier Trust Company held 2,500 shares of ProShares Short S&P500 worth $82.5K as of Q2 2026.
WhitTier Trust Company left its ProShares Short S&P500 share count unchanged in Q2 2026.
ProShares Short S&P500 made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #640 holding.
WhitTier Trust Company first reported a position in ProShares Short S&P500 in Q4 2017 and has held it in 31 quarters since.
WhitTier Trust Company's ProShares Short S&P500 position peaked at $173K in Q3 2022.
116 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2026.

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