WT
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Whittier Trust’s Marqeta MQ Stock Holding History

Whittier Trust’s Portfolio MQ Stock Details MQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$71.8K Hold
4,490
– – ﹤0.01% 776
2025
Q4 		$87.1K Hold
4,490
– – ﹤0.01% 760
2025
Q3 		$91.8K Hold
4,490
– – ﹤0.01% 726
2025
Q2 		$105K Hold
4,490
– – ﹤0.01% 786
2025
Q1 		$74K Hold
4,490
– – ﹤0.01% 850
2024
Q4 		$67.9K Hold
4,490
– – ﹤0.01% 877
2024
Q3 		$88.4K Hold
4,490
– – ﹤0.01% 819
2024
Q2 		$98.4K Hold
4,490
– – ﹤0.01% 774
2024
Q1 		$107K Hold
4,490
– – ﹤0.01% 768
2023
Q4 		$125K Hold
4,490
– – ﹤0.01% 725
2023
Q3 		$107K Hold
4,490
– – ﹤0.01% 757
2023
Q2 		$87.5K Hold
4,490
– – ﹤0.01% 807
2023
Q1 		$82.1K Hold
4,490
– – ﹤0.01% 860
2022
Q4 		$110K Hold
4,490
– – ﹤0.01% 785
2022
Q3 		$128K Hold
4,490
– – ﹤0.01% 741
2022
Q2 		$146K Buy
+4,490
New +$177K ﹤0.01% 713

Other funds holding MQ

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return