Whittier Trust’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Whittier Trust’s Portfolio DXJ Stock Details DXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$60.4K	Buy	1,008 +282	+39%	+$15.8K	﹤0.01%	843
2026 Q1	$39.1K	Hold	726	–	–	﹤0.01%	879
2025 Q4	$35.7K	Hold	726	–	–	﹤0.01%	934
2025 Q3	$31.4K	Hold	726	–	–	﹤0.01%	940
2025 Q2	$27.7K	Sell	726 -312	-30%	-$11.4K	﹤0.01%	1057
2025 Q1	$38.1K	Hold	1,038	–	–	﹤0.01%	984
2024 Q4	$38.2K	Sell	1,038 -150	-13%	-$5.47K	﹤0.01%	980
2024 Q3	$42K	Buy	1,188 +876	+281%	+$31K	﹤0.01%	953
2024 Q2	$11.7K	Hold	312	–	–	﹤0.01%	1223
2024 Q1	$11.3K	Hold	312	–	–	﹤0.01%	1247
2023 Q4	$9.15K	Hold	312	–	–	﹤0.01%	1246
2023 Q3	$9.18K	Hold	312	–	–	﹤0.01%	1280
2023 Q2	$8.66K	Hold	312	–	–	﹤0.01%	1289
2023 Q1	$7.35K	Hold	312	–	–	﹤0.01%	1347
2022 Q4	$6.69K	Hold	312	–	–	﹤0.01%	1356
2022 Q3	$6K	Hold	312	–	–	﹤0.01%	1414
2022 Q2	$6K	Hold	312	–	–	﹤0.01%	1395
2022 Q1	$7K	Hold	312	–	–	﹤0.01%	1393
2021 Q4	$7K	Hold	312	–	–	﹤0.01%	1360
2021 Q3	$7K	Sell	312 -1,200	-79%	-$24.6K	﹤0.01%	1291
2021 Q2	$31K	Hold	1,512	–	–	﹤0.01%	1057
2021 Q1	$31K	Hold	1,512	–	–	﹤0.01%	1043
2020 Q4	$27K	Hold	1,512	–	–	﹤0.01%	972
2020 Q3	$25K	Sell	1,512 -312	-17%	-$4.99K	﹤0.01%	956
2020 Q2	$29K	Hold	1,824	–	–	﹤0.01%	899
2020 Q1	$26K	Hold	1,824	–	–	﹤0.01%	929
2019 Q4	$33K	Sell	1,824 -636	-26%	-$11.3K	﹤0.01%	928
2019 Q3	$41K	Hold	2,460	–	–	﹤0.01%	872
2019 Q2	$40K	Hold	2,460	–	–	﹤0.01%	835
2019 Q1	$42K	Hold	2,460	–	–	﹤0.01%	820
2018 Q4	$38K	Sell	2,460 -2,868	-54%	-$49.9K	﹤0.01%	825
2018 Q3	$103K	Hold	5,328	–	–	﹤0.01%	634
2018 Q2	$96K	Hold	5,328	–	–	﹤0.01%	628
2018 Q1	$99K	Hold	5,328	–	–	﹤0.01%	640
2017 Q4	$105K	Hold	5,328	–	–	﹤0.01%	612
2017 Q3	$97K	Hold	5,328	–	–	﹤0.01%	615
2017 Q2	$92K	Hold	5,328	–	–	﹤0.01%	596
2017 Q1	$90K	Buy	5,328 +4,128	+344%	+$70.1K	﹤0.01%	608
2016 Q4	$20K	Hold	1,200	–	–	﹤0.01%	882
2016 Q3	$17K	Sell	1,200 -546	-31%	-$7.56K	﹤0.01%	891
2016 Q2	$23K	Sell	1,746 -1,200	-41%	-$16.9K	﹤0.01%	867
2016 Q1	$43K	Sell	2,946 -10,545	-78%	-$155K	﹤0.01%	737
2015 Q4	$225K	Hold	13,491	–	–	0.01%	441
2015 Q3	$219K	Buy	13,491 +450	+3%	+$8.11K	0.01%	443
2015 Q2	$249K	Sell	13,041 -10,908	-46%	-$211K	0.01%	446
2015 Q1	$440K	Buy	23,949 +10,908	+84%	+$189K	0.02%	365
2014 Q4	$214K	Hold	13,041	–	–	0.01%	431
2014 Q3	$227K	Hold	13,041	–	–	0.01%	416
2014 Q2	$215K	Hold	13,041	–	–	0.01%	426
2014 Q1	$206K	Sell	13,041 -297	-2%	-$4.72K	0.01%	437
2013 Q4	$226K	Buy	13,338 +11,289	+551%	+$183K	0.01%	416
2013 Q3	$33K	Buy	2,049 +1,080	+111%	+$16.9K	﹤0.01%	734
2013 Q2	$15K	Buy	+969	New	+$15.1K	﹤0.01%	822

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Whittier Trust's DXJ Position: Q2 2026 in Review

Whittier Trust increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 39% in Q2 2026, buying an estimated $15.8K and bringing the position to 1,008 shares worth $60.4K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Whittier Trust first reported a position in DXJ in Q2 2013 and has held it in 53 quarters since. The position peaked at $440K in Q1 2015. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Whittier Trust held 1,008 shares of WisdomTree Japan Hedged Equity Fund worth $60.4K as of Q2 2026.
Whittier Trust bought 282 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $15.8K.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #843 holding.
Whittier Trust first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 53 quarters since.
Whittier Trust's WisdomTree Japan Hedged Equity Fund position peaked at $440K in Q1 2015.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

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