Whittier Trust
IDUB icon

Whittier Trust’s Aptus International Enhanced Yield ETF IDUB Stock Holding History

Whittier Trust’s Portfolio IDUB Stock Details IDUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.5K Sell
1,859
-2,935
-61% -$79.4K ﹤0.01% 869
2026
Q1 		$120K Hold
4,794
– – ﹤0.01% 676
2025
Q4 		$120K Buy
+4,794
New +$115K ﹤0.01% 697

Other funds holding IDUB

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Second Line Capital
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
Park Place Capital
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return
Waterloo Capital
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $173M AUM
SWS Partners
SWS Partners Columbus, Ohio $463M AUM 41.78% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
MBE Wealth Management
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return

Whittier Trust's IDUB Position: Q2 2026 in Review

Whittier Trust reduced its Aptus International Enhanced Yield ETF (IDUB) stake by 61% in Q2 2026, selling an estimated $79.4K and leaving 1,859 shares worth $51.5K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Whittier Trust first reported a position in IDUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $120K in Q1 2026. 50 funds tracked by Wall St. Rank hold IDUB as of Q2 2026.

  • Whittier Trust held 1,859 shares of Aptus International Enhanced Yield ETF worth $51.5K as of Q2 2026.
  • Whittier Trust sold 2,935 Aptus International Enhanced Yield ETF shares in Q2 2026, an estimated $79.4K.
  • Aptus International Enhanced Yield ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #869 holding.
  • Whittier Trust first reported a position in Aptus International Enhanced Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • Whittier Trust's Aptus International Enhanced Yield ETF position peaked at $120K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q2 2026.

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