Whittier Trust’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Whittier Trust’s Portfolio LIT Stock Details LIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.05K	Hold	40	–	–	﹤0.01%	1243
2026 Q1	$2.92K	Hold	40	–	–	﹤0.01%	1251
2025 Q4	$2.78K	Hold	40	–	–	﹤0.01%	1269
2025 Q3	$2.35K	Hold	40	–	–	﹤0.01%	1290
2025 Q2	$1.53K	Hold	40	–	–	﹤0.01%	1429
2025 Q1	$1.55K	Hold	40	–	–	﹤0.01%	1416
2024 Q4	$1.63K	Buy	+40	New	+$1.76K	﹤0.01%	1465
2023 Q4	–	Sell	-2	Closed	-$110	–	1600
2023 Q3	$110	Hold	2	–	–	﹤0.01%	1652
2023 Q2	$130	Hold	2	–	–	﹤0.01%	1543
2023 Q1	$127	Hold	2	–	–	﹤0.01%	1587
2022 Q4	$117	Hold	2	–	–	﹤0.01%	1606
2022 Q3	$0	Hold	2	–	–	﹤0.01%	1712
2022 Q2	$0	Sell	2 -5,639	-100%	-$401K	﹤0.01%	1730
2022 Q1	$434K	Buy	5,641 +5,639	+281,950%	+$432K	0.01%	520
2021 Q4	$0	Buy	+2	New	+$177	﹤0.01%	1595

Other funds holding LIT

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

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

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

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CWM

Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Whittier Trust's LIT Position: Q2 2026 in Review

Whittier Trust held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 40 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Whittier Trust first reported a position in LIT in Q4 2021 and has held it in 15 quarters since. The position peaked at $434K in Q1 2022. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Whittier Trust held 40 shares of Global X Lithium & Battery Tech ETF worth $3.05K as of Q2 2026.
Whittier Trust left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1243 holding.
Whittier Trust first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 15 quarters since.
Whittier Trust's Global X Lithium & Battery Tech ETF position peaked at $434K in Q1 2022.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

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