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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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Whittier Trust's CPER Position: Q1 2026 in Review

Whittier Trust held its United States Copper Index Fund (CPER) position steady in Q1 2026 at 14,009 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #451.

Whittier Trust first reported a position in CPER in Q1 2025 and has held it in 5 quarters since. The position peaked at $522K in Q4 2025. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Whittier Trust held 14,009 shares of United States Copper Index Fund worth $481K as of Q1 2026.
  • Whittier Trust left its United States Copper Index Fund share count unchanged in Q1 2026.
  • United States Copper Index Fund made up 0.01% of Whittier Trust's portfolio in Q1 2026, its #451 holding.
  • Whittier Trust first reported a position in United States Copper Index Fund in Q1 2025 and has held it in 5 quarters since.
  • Whittier Trust's United States Copper Index Fund position peaked at $522K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.