Whittier Trust’s EXL Service EXLS Stock Holding History

Whittier Trust’s Portfolio EXLS Stock Details EXLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-951	Closed	-$40.3K	–	1370
2025 Q4	$40.3K	Sell	951 -13	-1%	-$531	﹤0.01%	912
2025 Q3	$41.5K	Buy	964 +13	+1%	+$563	﹤0.01%	887
2025 Q2	$41.6K	Hold	951	–	–	﹤0.01%	971
2025 Q1	$44.9K	Buy	+951	New	+$45.8K	﹤0.01%	950
2017 Q2	–	Sell	-475	Closed	-$4K	–	1275
2017 Q1	$4K	Buy	+475	New	+$4.46K	﹤0.01%	1176

Other funds holding EXLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Whittier Trust's EXLS Position: Q1 2026 in Review

Whittier Trust sold out of EXL Service (EXLS) in Q1 2026, closing a stake of 951 shares — an estimated $40.3K sold.

Whittier Trust first reported a position in EXLS in Q1 2017 and held it in 5 quarters. The position peaked at $44.9K in Q1 2025. 463 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

Whittier Trust reported no remaining EXL Service position as of Q1 2026 after selling out during the quarter.
Whittier Trust sold 951 EXL Service shares in Q1 2026, an estimated $40.3K.
Whittier Trust first reported a position in EXL Service in Q1 2017 and held it in 5 quarters.
Whittier Trust's EXL Service position peaked at $44.9K in Q1 2025.
463 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

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