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
776
$12K ﹤0.01%
390
777
$12K ﹤0.01%
280
778
$11K ﹤0.01%
55
779
$11K ﹤0.01%
225
780
$11K ﹤0.01%
261
781
$11K ﹤0.01%
330
782
$11K ﹤0.01%
185
783
$11K ﹤0.01%
225
784
$11K ﹤0.01%
300
785
$10K ﹤0.01%
115
786
$10K ﹤0.01%
600
787
$10K ﹤0.01%
290
788
$10K ﹤0.01%
133
789
$10K ﹤0.01%
100
790
$10K ﹤0.01%
310
791
$10K ﹤0.01%
183
792
$10K ﹤0.01%
700
793
$10K ﹤0.01%
+306
794
$10K ﹤0.01%
118
-28
795
$10K ﹤0.01%
350
796
$10K ﹤0.01%
750
797
$10K ﹤0.01%
100
798
$10K ﹤0.01%
+500
799
$9K ﹤0.01%
150
800
$9K ﹤0.01%
1,000
30 31
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