Whittier Trust’s United States Copper Index Fund CPER Stock Holding History

Whittier Trust’s Portfolio CPER Stock Details CPER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$530K	Hold	14,009	–	–	0.01%	474
2026 Q1	$481K	Hold	14,009	–	–	0.01%	451
2025 Q4	$522K	Hold	14,009	–	–	0.01%	437
2025 Q3	$439K	Hold	14,009	–	–	0.01%	452
2025 Q2	$443K	Hold	14,009	–	–	0.01%	507
2025 Q1	$443K	Buy	+14,009	New	+$404K	0.01%	505

Other funds holding CPER

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

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

Whittier Trust's CPER Position: Q2 2026 in Review

Whittier Trust held its United States Copper Index Fund (CPER) position steady in Q2 2026 at 14,009 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #474.

Whittier Trust first reported a position in CPER in Q1 2025 and has held it in 6 quarters since. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

Whittier Trust held 14,009 shares of United States Copper Index Fund worth $530K as of Q2 2026.
Whittier Trust left its United States Copper Index Fund share count unchanged in Q2 2026.
United States Copper Index Fund made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #474 holding.
Whittier Trust first reported a position in United States Copper Index Fund in Q1 2025 and has held it in 6 quarters since.
145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

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