Whittier Trust
DUBS icon

Whittier Trust’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

Whittier Trust’s Portfolio DUBS Stock Details DUBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43K Hold
1,026
– – ﹤0.01% 892
2026
Q1 		$37.6K Hold
1,026
– – ﹤0.01% 886
2025
Q4 		$39.1K Buy
+1,026
New +$38.2K ﹤0.01% 916

Other funds holding DUBS

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Second Line Capital
Second Line Capital Metairie, Louisiana $574M AUM 8.36% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Park Place Capital
Park Place Capital Homewood, Alabama $268M AUM 13.62% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $173M AUM
Waterloo Capital
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

Whittier Trust's DUBS Position: Q2 2026 in Review

Whittier Trust held its Aptus Large Cap Enhanced Yield ETF (DUBS) position steady in Q2 2026 at 1,026 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Whittier Trust first reported a position in DUBS in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold DUBS as of Q2 2026.

  • Whittier Trust held 1,026 shares of Aptus Large Cap Enhanced Yield ETF worth $43K as of Q2 2026.
  • Whittier Trust left its Aptus Large Cap Enhanced Yield ETF share count unchanged in Q2 2026.
  • Aptus Large Cap Enhanced Yield ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #892 holding.
  • Whittier Trust first reported a position in Aptus Large Cap Enhanced Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q2 2026.

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