WT
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Whittier Trust’s Hamilton Lane HLNE Stock Holding History

Whittier Trust’s Portfolio HLNE Stock Details HLNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.65K Buy
117
+12
+11% +$1.07K ﹤0.01% 1147
2026
Q1 		$10K Hold
105
– – ﹤0.01% 1129
2025
Q4 		$15.4K Hold
105
– – ﹤0.01% 1072
2025
Q3 		$13.4K Hold
105
– – ﹤0.01% 1076
2025
Q2 		$14.9K Buy
+105
New +$15.8K ﹤0.01% 1164
2022
Q2 		– Sell
-22
Closed -$2K – 1716
2022
Q1 		$2K Buy
+22
New +$1.83K ﹤0.01% 1582

Other funds holding HLNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Whittier Trust's HLNE Position: Q2 2026 in Review

Whittier Trust increased its Hamilton Lane (HLNE) stake by 11% in Q2 2026, buying an estimated $1.07K and bringing the position to 117 shares worth $9.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Whittier Trust first reported a position in HLNE in Q1 2022 and has held it in 6 quarters since. The position peaked at $15.4K in Q4 2025. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Whittier Trust held 117 shares of Hamilton Lane worth $9.65K as of Q2 2026.
  • Whittier Trust bought 12 Hamilton Lane shares in Q2 2026, an estimated $1.07K.
  • Hamilton Lane made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1147 holding.
  • Whittier Trust first reported a position in Hamilton Lane in Q1 2022 and has held it in 6 quarters since.
  • Whittier Trust's Hamilton Lane position peaked at $15.4K in Q4 2025.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

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