WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$870M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$830K
3
+$714K
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$573K
5
CF icon
CF Industries
CF
+$545K

Top Sells

1
+$10.8M
2
+$1.11M
3
+$807K
4
NRF
NorthStar Realty Finance Corp.
NRF
+$801K
5
DD
Du Pont De Nemours E I
DD
+$675K

Sector Composition

1 Healthcare 11.65%
2 Technology 11.3%
3 Financials 9%
4 Industrials 7.96%
5 Energy 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$20K ﹤0.01%
1,729
702
$20K ﹤0.01%
697
703
$20K ﹤0.01%
479
704
$19K ﹤0.01%
810
705
$19K ﹤0.01%
510
706
$19K ﹤0.01%
600
707
$19K ﹤0.01%
342
708
$19K ﹤0.01%
400
709
$19K ﹤0.01%
750
710
$19K ﹤0.01%
700
711
$19K ﹤0.01%
204
712
$18K ﹤0.01%
163
-80
713
$18K ﹤0.01%
295
714
$18K ﹤0.01%
830
715
$18K ﹤0.01%
265
716
$18K ﹤0.01%
124
717
$18K ﹤0.01%
268
718
$18K ﹤0.01%
734
719
$18K ﹤0.01%
1,047
720
$18K ﹤0.01%
1,526
721
$18K ﹤0.01%
230
722
$18K ﹤0.01%
1,280
-6
723
$17K ﹤0.01%
324
724
$17K ﹤0.01%
5,000
725
$17K ﹤0.01%
509
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