WT
IBIT icon

Whittier Trust’s iShares Bitcoin Trust IBIT Stock Holding History

Whittier Trust’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$511K Hold
14,159
– – 0.01% 477
2026
Q1 		$560K Buy
14,159
+53
+0.4% +$2.29K 0.01% 425
2025
Q4 		$740K Buy
14,106
+11,250
+394% +$639K 0.01% 394
2025
Q3 		$199K Hold
2,856
– – ﹤0.01% 590
2025
Q2 		$175K Hold
2,856
– – ﹤0.01% 689
2025
Q1 		$134K Buy
2,856
+646
+29% +$34.2K ﹤0.01% 719
2024
Q4 		$117K Buy
2,210
+1,760
+391% +$83.1K ﹤0.01% 761
2024
Q3 		$16.3K Buy
450
+279
+163% +$9.69K ﹤0.01% 1166
2024
Q2 		$5.84K Buy
+171
New +$6.39K ﹤0.01% 1328

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Whittier Trust's IBIT Position: Q2 2026 in Review

Whittier Trust held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 14,159 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #477.

Whittier Trust first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $740K in Q4 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Whittier Trust held 14,159 shares of iShares Bitcoin Trust worth $511K as of Q2 2026.
  • Whittier Trust left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #477 holding.
  • Whittier Trust first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Whittier Trust's iShares Bitcoin Trust position peaked at $740K in Q4 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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