WT
OSCV icon

Whittier Trust’s Opus Small Cap Value ETF OSCV Stock Holding History

Whittier Trust’s Portfolio OSCV Stock Details OSCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.8K Hold
1,005
– – ﹤0.01% 877
2025
Q4 		$38K Buy
+1,005
New +$37.6K ﹤0.01% 923

Other funds holding OSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Whittier Trust's OSCV Position: Q1 2026 in Review

Whittier Trust held its Opus Small Cap Value ETF (OSCV) position steady in Q1 2026 at 1,005 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Whittier Trust first reported a position in OSCV in Q4 2025 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold OSCV as of Q1 2026.

  • Whittier Trust held 1,005 shares of Opus Small Cap Value ETF worth $39.8K as of Q1 2026.
  • Whittier Trust left its Opus Small Cap Value ETF share count unchanged in Q1 2026.
  • Opus Small Cap Value ETF made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #877 holding.
  • Whittier Trust first reported a position in Opus Small Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2026.

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