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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
726
$17K ﹤0.01%
65
727
$17K ﹤0.01%
570
728
$17K ﹤0.01%
316
729
$17K ﹤0.01%
509
730
$17K ﹤0.01%
5,000
731
$17K ﹤0.01%
324
732
$16K ﹤0.01%
211
733
$16K ﹤0.01%
943
734
$16K ﹤0.01%
243
735
$16K ﹤0.01%
2,090
736
$16K ﹤0.01%
665
737
$16K ﹤0.01%
275
738
$16K ﹤0.01%
265
-4,735
739
$16K ﹤0.01%
95
740
$16K ﹤0.01%
1,435
741
$16K ﹤0.01%
462
742
$16K ﹤0.01%
320
743
$16K ﹤0.01%
225
744
$16K ﹤0.01%
510
745
$15K ﹤0.01%
527
746
$15K ﹤0.01%
1,036
747
$15K ﹤0.01%
115
748
$15K ﹤0.01%
349
749
$14K ﹤0.01%
675
750
$14K ﹤0.01%
211
28 29
30
31 32