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Whittier Trust’s Global X DAX Germany ETF DAX Stock Holding History

Whittier Trust’s Portfolio DAX Stock Details DAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.28K Hold
100
– – ﹤0.01% 1223
2025
Q4 		$4.63K Hold
100
– – ﹤0.01% 1231
2025
Q3 		$4.56K Hold
100
– – ﹤0.01% 1238
2025
Q2 		$4.49K Hold
100
– – ﹤0.01% 1353
2025
Q1 		$3.91K Hold
100
– – ﹤0.01% 1351
2024
Q4 		$3.33K Hold
100
– – ﹤0.01% 1417
2024
Q3 		$3.51K Hold
100
– – ﹤0.01% 1415
2024
Q2 		$3.17K Hold
100
– – ﹤0.01% 1392
2024
Q1 		$3.34K Buy
+100
New +$3.13K ﹤0.01% 1389

Other funds holding DAX

OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Whittier Trust's DAX Position: Q1 2026 in Review

Whittier Trust held its Global X DAX Germany ETF (DAX) position steady in Q1 2026 at 100 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Whittier Trust first reported a position in DAX in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.63K in Q4 2025. 51 funds tracked by Wall St. Rank hold DAX as of Q1 2026.

  • Whittier Trust held 100 shares of Global X DAX Germany ETF worth $4.28K as of Q1 2026.
  • Whittier Trust left its Global X DAX Germany ETF share count unchanged in Q1 2026.
  • Global X DAX Germany ETF made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #1223 holding.
  • Whittier Trust first reported a position in Global X DAX Germany ETF in Q1 2024 and has held it in 9 quarters since.
  • Whittier Trust's Global X DAX Germany ETF position peaked at $4.63K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Global X DAX Germany ETF as of Q1 2026.

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