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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Whittier Trust's INDY Position: Q1 2026 in Review

Whittier Trust held its iShares S&P India Nifty 50 Index Fund (INDY) position steady in Q1 2026 at 135 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Whittier Trust first reported a position in INDY in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.34K in Q2 2025. 87 funds tracked by Wall St. Rank hold INDY as of Q1 2026.

  • Whittier Trust held 135 shares of iShares S&P India Nifty 50 Index Fund worth $5.75K as of Q1 2026.
  • Whittier Trust left its iShares S&P India Nifty 50 Index Fund share count unchanged in Q1 2026.
  • iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #1188 holding.
  • Whittier Trust first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2024 and has held it in 7 quarters since.
  • Whittier Trust's iShares S&P India Nifty 50 Index Fund position peaked at $7.34K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2026.

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