Whittier Trust’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Whittier Trust’s Portfolio MLPX Stock Details MLPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.5K	Hold	199	–	–	﹤0.01%	1089
2026 Q1	$14.6K	Hold	199	–	–	﹤0.01%	1058
2025 Q4	$11.8K	Hold	199	–	–	﹤0.01%	1114
2025 Q3	$12.4K	Hold	199	–	–	﹤0.01%	1090
2025 Q2	$12.5K	Hold	199	–	–	﹤0.01%	1199
2025 Q1	$12.7K	Hold	199	–	–	﹤0.01%	1187
2024 Q4	$12.1K	Sell	199 -113	-36%	-$6.72K	﹤0.01%	1213
2024 Q3	$17K	Buy	+312	New	+$16.5K	﹤0.01%	1153

Other funds holding MLPX

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

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Whittier Trust's MLPX Position: Q2 2026 in Review

Whittier Trust held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q2 2026 at 199 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Whittier Trust first reported a position in MLPX in Q3 2024 and has held it in 8 quarters since. The position peaked at $17K in Q3 2024. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Whittier Trust held 199 shares of Global X MLP & Energy Infrastructure ETF worth $14.5K as of Q2 2026.
Whittier Trust left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q2 2026.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1089 holding.
Whittier Trust first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2024 and has held it in 8 quarters since.
Whittier Trust's Global X MLP & Energy Infrastructure ETF position peaked at $17K in Q3 2024.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

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