WT
CWAN

Whittier Trust’s Clearwater Analytics CWAN Stock Holding History

Whittier Trust’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-518
Closed -$12.4K – 1368
2026
Q1 		$12.4K Buy
+518
New +$12.3K ﹤0.01% 1091

Other funds holding CWAN

GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Whittier Trust's CWAN Position: Q2 2026 in Review

Whittier Trust sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 518 shares — an estimated $12.4K sold.

Whittier Trust first reported a position in CWAN in Q1 2026 and held it in 1 quarter. The position peaked at $12.4K in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Whittier Trust reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Whittier Trust sold 518 Clearwater Analytics shares in Q2 2026, an estimated $12.4K.
  • Whittier Trust first reported a position in Clearwater Analytics in Q1 2026 and held it in 1 quarter.
  • Whittier Trust's Clearwater Analytics position peaked at $12.4K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

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