Whittier Trust’s Global X Copper Miners ETF NEW COPX Stock Holding History

Whittier Trust’s Portfolio COPX Stock Details COPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.8K	Hold	150	–	–	﹤0.01%	1117
2026 Q1	$11.5K	Sell	150 -150	-50%	-$12.4K	﹤0.01%	1102
2025 Q4	$23.4K	Hold	300	–	–	﹤0.01%	995
2025 Q3	$18.6K	Buy	+300	New	+$14.5K	﹤0.01%	1014
2024 Q2	–	Sell	-30	Closed	-$1.27K	–	1532
2024 Q1	$1.27K	Hold	30	–	–	﹤0.01%	1444
2023 Q4	$1.13K	Sell	30 -430	-93%	-$15K	﹤0.01%	1442
2023 Q3	$16.7K	Sell	460 -1,515	-77%	-$57.7K	﹤0.01%	1153
2023 Q2	$74.3K	Hold	1,975	–	–	﹤0.01%	842
2023 Q1	$76.4K	Hold	1,975	–	–	﹤0.01%	881
2022 Q4	$70K	Hold	1,975	–	–	﹤0.01%	898
2022 Q3	$56K	Hold	1,975	–	–	﹤0.01%	946
2022 Q2	$60K	Hold	1,975	–	–	﹤0.01%	922
2022 Q1	$90K	Buy	1,975 +430	+28%	+$17.7K	﹤0.01%	844
2021 Q4	$57K	Hold	1,545	–	–	﹤0.01%	949
2021 Q3	$53K	Buy	1,545 +30	+2%	+$1.09K	﹤0.01%	915
2021 Q2	$56K	Hold	1,515	–	–	﹤0.01%	929
2021 Q1	$54K	Hold	1,515	–	–	﹤0.01%	912
2020 Q4	$46K	Buy	+1,515	New	+$37.9K	﹤0.01%	870

Other funds holding COPX

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

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

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

Whittier Trust's COPX Position: Q2 2026 in Review

Whittier Trust held its Global X Copper Miners ETF NEW (COPX) position steady in Q2 2026 at 150 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Whittier Trust first reported a position in COPX in Q4 2020 and has held it in 18 quarters since. The position peaked at $90K in Q1 2022. 476 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

Whittier Trust held 150 shares of Global X Copper Miners ETF NEW worth $11.8K as of Q2 2026.
Whittier Trust left its Global X Copper Miners ETF NEW share count unchanged in Q2 2026.
Global X Copper Miners ETF NEW made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1117 holding.
Whittier Trust first reported a position in Global X Copper Miners ETF NEW in Q4 2020 and has held it in 18 quarters since.
Whittier Trust's Global X Copper Miners ETF NEW position peaked at $90K in Q1 2022.
476 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

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