Whittier Trust’s ARK Innovation ETF ARKK Stock Holding History

Whittier Trust’s Portfolio ARKK Stock Details ARKK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$121K	Buy	1,447 +757	+110%	+$57.9K	﹤0.01%	705
2026 Q1	$47.5K	Buy	690 +600	+667%	+$44.5K	﹤0.01%	847
2025 Q4	$7.37K	Hold	90	–	–	﹤0.01%	1182
2025 Q3	$7.95K	Hold	90	–	–	﹤0.01%	1159
2025 Q2	$6.33K	Hold	90	–	–	﹤0.01%	1304
2025 Q1	$4.28K	Hold	90	–	–	﹤0.01%	1339
2024 Q4	$5.11K	Hold	90	–	–	﹤0.01%	1363
2024 Q3	$4.28K	Hold	90	–	–	﹤0.01%	1395
2024 Q2	$3.96K	Hold	90	–	–	﹤0.01%	1368
2024 Q1	$4.51K	Hold	90	–	–	﹤0.01%	1368
2023 Q4	$4.71K	Hold	90	–	–	﹤0.01%	1333
2023 Q3	$3.57K	Hold	90	–	–	﹤0.01%	1415
2023 Q2	$3.97K	Hold	90	–	–	﹤0.01%	1392
2023 Q1	$3.63K	Hold	90	–	–	﹤0.01%	1433
2022 Q4	$2.81K	Hold	90	–	–	﹤0.01%	1455
2022 Q3	$3K	Buy	+90	New	+$4.01K	﹤0.01%	1508

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Whittier Trust's ARKK Position: Q2 2026 in Review

Whittier Trust increased its ARK Innovation ETF (ARKK) stake by 110% in Q2 2026, buying an estimated $57.9K and bringing the position to 1,447 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Whittier Trust first reported a position in ARKK in Q3 2022 and has held it in 16 quarters since. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Whittier Trust held 1,447 shares of ARK Innovation ETF worth $121K as of Q2 2026.
Whittier Trust bought 757 ARK Innovation ETF shares in Q2 2026, an estimated $57.9K.
ARK Innovation ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #705 holding.
Whittier Trust first reported a position in ARK Innovation ETF in Q3 2022 and has held it in 16 quarters since.
636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.