Whittier Trust’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Whittier Trust’s Portfolio INDY Stock Details INDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.54K	Sell	35 -100	-74%	-$4.31K	﹤0.01%	1281
2026 Q1	$5.75K	Hold	135	–	–	﹤0.01%	1188
2025 Q4	$6.62K	Hold	135	–	–	﹤0.01%	1194
2025 Q3	$6.91K	Hold	135	–	–	﹤0.01%	1184
2025 Q2	$7.34K	Hold	135	–	–	﹤0.01%	1285
2025 Q1	$6.85K	Hold	135	–	–	﹤0.01%	1273
2024 Q4	$6.86K	Buy	135 +15	+13%	+$797	﹤0.01%	1313
2024 Q3	$6.75K	Buy	+120	New	+$6.56K	﹤0.01%	1336

Other funds holding INDY

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Whittier Trust's INDY Position: Q2 2026 in Review

Whittier Trust reduced its iShares S&P India Nifty 50 Index Fund (INDY) stake by 74% in Q2 2026, selling an estimated $4.31K and leaving 35 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Whittier Trust first reported a position in INDY in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.34K in Q2 2025. 86 funds tracked by Wall St. Rank hold INDY as of Q2 2026.

Whittier Trust held 35 shares of iShares S&P India Nifty 50 Index Fund worth $1.54K as of Q2 2026.
Whittier Trust sold 100 iShares S&P India Nifty 50 Index Fund shares in Q2 2026, an estimated $4.31K.
iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1281 holding.
Whittier Trust first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2024 and has held it in 8 quarters since.
Whittier Trust's iShares S&P India Nifty 50 Index Fund position peaked at $7.34K in Q2 2025.
86 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2026.

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