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
751
$14K ﹤0.01%
1,375
752
$14K ﹤0.01%
+170
753
$14K ﹤0.01%
585
754
$14K ﹤0.01%
288
755
$14K ﹤0.01%
300
756
$14K ﹤0.01%
1,205
-2,000
757
$14K ﹤0.01%
415
758
$14K ﹤0.01%
564
759
$14K ﹤0.01%
340
760
$14K ﹤0.01%
1,148
761
$14K ﹤0.01%
700
762
$14K ﹤0.01%
701
763
$13K ﹤0.01%
2,352
764
$13K ﹤0.01%
500
765
$13K ﹤0.01%
240
766
$13K ﹤0.01%
486
767
$13K ﹤0.01%
247
+235
768
$12K ﹤0.01%
99
769
$12K ﹤0.01%
1,160
770
$12K ﹤0.01%
325
771
$12K ﹤0.01%
310
772
$12K ﹤0.01%
250
773
$12K ﹤0.01%
334
774
$12K ﹤0.01%
350
-1,000
775
$12K ﹤0.01%
268
29 30
31
32 33