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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
Q1 		$120K Hold
4,794
– – ﹤0.01% 676
2025
Q4 		$120K Buy
+4,794
New +$115K ﹤0.01% 697

Other funds holding IDUB

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $159M AUM
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $241M AUM 17.43% 1-Year Est. Return

Whittier Trust's IDUB Position: Q1 2026 in Review

Whittier Trust held its Aptus International Enhanced Yield ETF (IDUB) position steady in Q1 2026 at 4,794 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Whittier Trust first reported a position in IDUB in Q4 2025 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold IDUB as of Q1 2026.

  • Whittier Trust held 4,794 shares of Aptus International Enhanced Yield ETF worth $120K as of Q1 2026.
  • Whittier Trust left its Aptus International Enhanced Yield ETF share count unchanged in Q1 2026.
  • Aptus International Enhanced Yield ETF made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #676 holding.
  • Whittier Trust first reported a position in Aptus International Enhanced Yield ETF in Q4 2025 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q1 2026.

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