Whittier Trust’s Lifeway Foods LWAY Stock Holding History

Whittier Trust’s Portfolio LWAY Stock Details LWAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-327	Closed	-$8.32K	–	1399
2025 Q3	$8.32K	Buy	+327	New	+$9.2K	﹤0.01%	1155

Other funds holding LWAY

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Slotnik Capital Dallas, Texas $342M AUM 105.92% 1-Year Est. Return

Whittier Trust's LWAY Position: Q4 2025 in Review

Whittier Trust sold out of Lifeway Foods (LWAY) in Q4 2025, closing a stake of 327 shares — an estimated $8.32K sold.

Whittier Trust first reported a position in LWAY in Q3 2025 and held it in 1 quarter. The position peaked at $8.32K in Q3 2025. 89 funds tracked by Wall St. Rank hold LWAY as of Q4 2025.

Whittier Trust reported no remaining Lifeway Foods position as of Q4 2025 after selling out during the quarter.
Whittier Trust sold 327 Lifeway Foods shares in Q4 2025, an estimated $8.32K.
Whittier Trust first reported a position in Lifeway Foods in Q3 2025 and held it in 1 quarter.
Whittier Trust's Lifeway Foods position peaked at $8.32K in Q3 2025.
89 funds tracked by Wall St. Rank held Lifeway Foods as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.