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
851
$4K ﹤0.01%
95
852
$3K ﹤0.01%
106
-111
853
$3K ﹤0.01%
80
854
$3K ﹤0.01%
47
855
$3K ﹤0.01%
220
856
$3K ﹤0.01%
250
857
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75
858
$3K ﹤0.01%
50
859
$2K ﹤0.01%
60
860
$2K ﹤0.01%
320
861
$2K ﹤0.01%
15
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$2K ﹤0.01%
11
863
$2K ﹤0.01%
100
864
$2K ﹤0.01%
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865
$2K ﹤0.01%
+150
866
$1K ﹤0.01%
24
867
$1K ﹤0.01%
63
-3
868
$1K ﹤0.01%
3,118
869
$1K ﹤0.01%
80
870
$1K ﹤0.01%
60
871
$1K ﹤0.01%
+59
872
$1K ﹤0.01%
25
873
$1K ﹤0.01%
74
874
$1K ﹤0.01%
20
875
$1K ﹤0.01%
61
33 34
35
36 37