Whittier Trust’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Whittier Trust’s Portfolio DJP Stock Details DJP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-110	Closed	-$3.74K	–	1451
2025 Q2	$3.74K	Hold	110	–	–	﹤0.01%	1372
2025 Q1	$3.88K	Hold	110	–	–	﹤0.01%	1352
2024 Q4	$3.53K	Hold	110	–	–	﹤0.01%	1411
2024 Q3	$3.54K	Hold	110	–	–	﹤0.01%	1413
2024 Q2	$3.52K	Hold	110	–	–	﹤0.01%	1378
2024 Q1	$3.42K	Hold	110	–	–	﹤0.01%	1388
2023 Q4	$3.34K	Hold	110	–	–	﹤0.01%	1364
2023 Q3	$3.53K	Hold	110	–	–	﹤0.01%	1418
2023 Q2	$3.36K	Hold	110	–	–	﹤0.01%	1409
2023 Q1	$3.47K	Hold	110	–	–	﹤0.01%	1437
2022 Q4	$3.71K	Hold	110	–	–	﹤0.01%	1423
2022 Q3	$4K	Hold	110	–	–	﹤0.01%	1474
2022 Q2	$4K	Hold	110	–	–	﹤0.01%	1469
2022 Q1	$4K	Hold	110	–	–	﹤0.01%	1478
2021 Q4	$3K	Hold	110	–	–	﹤0.01%	1465
2021 Q3	$3K	Hold	110	–	–	﹤0.01%	1377
2021 Q2	$3K	Hold	110	–	–	﹤0.01%	1404
2021 Q1	$3K	Hold	110	–	–	﹤0.01%	1401
2020 Q4	$2K	Hold	110	–	–	﹤0.01%	1319
2020 Q3	$2K	Hold	110	–	–	﹤0.01%	1326
2020 Q2	$2K	Hold	110	–	–	﹤0.01%	1268
2020 Q1	$2K	Hold	110	–	–	﹤0.01%	1330
2019 Q4	$3K	Sell	110 -3,250	-97%	-$72.2K	﹤0.01%	1305
2019 Q3	$73K	Buy	3,360 +3,250	+2,955%	+$71.2K	﹤0.01%	750
2019 Q2	$2K	Hold	110	–	–	﹤0.01%	1216
2019 Q1	$2K	Hold	110	–	–	﹤0.01%	1204
2018 Q4	$2K	Hold	110	–	–	﹤0.01%	1238
2018 Q3	$3K	Hold	110	–	–	﹤0.01%	1155
2018 Q2	$3K	Hold	110	–	–	﹤0.01%	1137
2018 Q1	$3K	Buy	110 +80	+267%	+$1.96K	﹤0.01%	1179
2017 Q4	$1K	Sell	30 -80	-73%	-$1.89K	﹤0.01%	1227
2017 Q3	$3K	Hold	110	–	–	﹤0.01%	1190
2017 Q2	$2K	Hold	110	–	–	﹤0.01%	1158
2017 Q1	$3K	Hold	110	–	–	﹤0.01%	1216
2016 Q4	$3K	Hold	110	–	–	﹤0.01%	1083
2016 Q3	$3K	Hold	110	–	–	﹤0.01%	1080
2016 Q2	$3K	Hold	110	–	–	﹤0.01%	1098
2016 Q1	$2K	Sell	110 -930	-89%	-$19.4K	﹤0.01%	1108
2015 Q4	$22K	Sell	1,040 -3,650	-78%	-$84.2K	﹤0.01%	850
2015 Q3	$115K	Sell	4,690 -4,600	-50%	-$118K	0.01%	555
2015 Q2	$270K	Buy	9,290 +1,100	+13%	+$31.7K	0.01%	435
2015 Q1	$227K	Sell	8,190 -990	-11%	-$28.5K	0.01%	450
2014 Q4	$274K	Sell	9,180 -750	-8%	-$24.8K	0.01%	405
2014 Q3	$341K	Buy	9,930 +990	+11%	+$36.4K	0.02%	369
2014 Q2	$353K	Hold	8,940	–	–	0.02%	362
2014 Q1	$353K	Hold	8,940	–	–	0.02%	361
2013 Q4	$329K	Sell	8,940 -2,280	-20%	-$83.9K	0.02%	371
2013 Q3	$418K	Buy	11,220 +930	+9%	+$35K	0.02%	349
2013 Q2	$375K	Buy	+10,290	New	+$399K	0.02%	353

Other funds holding DJP

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

FWP

Forefront Wealth Partners Austin, Texas $239M AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return

Whittier Trust's DJP Position: Q3 2025 in Review

Whittier Trust sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q3 2025, closing a stake of 110 shares — an estimated $3.74K sold.

Whittier Trust first reported a position in DJP in Q2 2013 and held it in 49 quarters. The position peaked at $418K in Q3 2013. 119 funds tracked by Wall St. Rank hold DJP as of Q3 2025.

Whittier Trust reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q3 2025 after selling out during the quarter.
Whittier Trust sold 110 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q3 2025, an estimated $3.74K.
Whittier Trust first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2013 and held it in 49 quarters.
Whittier Trust's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $418K in Q3 2013.
119 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.