Whittier Trust’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Whittier Trust’s Portfolio ETHO Stock Details ETHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$333K	Buy	4,170 +428	+11%	+$31.8K	﹤0.01%	548
2026 Q1	$252K	Hold	3,742	–	–	﹤0.01%	541
2025 Q4	$254K	Hold	3,742	–	–	﹤0.01%	549
2025 Q3	$241K	Hold	3,742	–	–	﹤0.01%	553
2025 Q2	$218K	Hold	3,742	–	–	﹤0.01%	643
2025 Q1	$206K	Hold	3,742	–	–	﹤0.01%	648
2024 Q4	$224K	Hold	3,742	–	–	﹤0.01%	643
2024 Q3	$224K	Hold	3,742	–	–	﹤0.01%	661
2024 Q2	$211K	Hold	3,742	–	–	﹤0.01%	638
2024 Q1	$219K	Hold	3,742	–	–	﹤0.01%	631
2023 Q4	$208K	Hold	3,742	–	–	﹤0.01%	638
2023 Q3	$187K	Hold	3,742	–	–	﹤0.01%	638
2023 Q2	$199K	Hold	3,742	–	–	﹤0.01%	633
2023 Q1	$195K	Hold	3,742	–	–	﹤0.01%	663
2022 Q4	$185K	Hold	3,742	–	–	﹤0.01%	667
2022 Q3	$173K	Hold	3,742	–	–	﹤0.01%	670
2022 Q2	$178K	Hold	3,742	–	–	﹤0.01%	673
2022 Q1	$219K	Hold	3,742	–	–	﹤0.01%	653
2021 Q4	$241K	Hold	3,742	–	–	﹤0.01%	634
2021 Q3	$222K	Hold	3,742	–	–	﹤0.01%	622
2021 Q2	$226K	Hold	3,742	–	–	﹤0.01%	626
2021 Q1	$216K	Buy	+3,742	New	+$210K	﹤0.01%	625
2020 Q4	–	Sell	-3,742	Closed	-$166K	–	1432
2020 Q3	$166K	Hold	3,742	–	–	﹤0.01%	609
2020 Q2	$154K	Hold	3,742	–	–	﹤0.01%	596
2020 Q1	$123K	Hold	3,742	–	–	﹤0.01%	621
2019 Q4	$160K	Hold	3,742	–	–	﹤0.01%	602
2019 Q3	$148K	Buy	+3,742	New	+$147K	﹤0.01%	599

Other funds holding ETHO

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Whittier Trust's ETHO Position: Q2 2026 in Review

Whittier Trust increased its Amplify Etho Climate Leadership US ETF (ETHO) stake by 11% in Q2 2026, buying an estimated $31.8K and bringing the position to 4,170 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Whittier Trust first reported a position in ETHO in Q3 2019 and has held it in 27 quarters since. 36 funds tracked by Wall St. Rank hold ETHO as of Q2 2026.

Whittier Trust held 4,170 shares of Amplify Etho Climate Leadership US ETF worth $333K as of Q2 2026.
Whittier Trust bought 428 Amplify Etho Climate Leadership US ETF shares in Q2 2026, an estimated $31.8K.
Amplify Etho Climate Leadership US ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #548 holding.
Whittier Trust first reported a position in Amplify Etho Climate Leadership US ETF in Q3 2019 and has held it in 27 quarters since.
36 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q2 2026.

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