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Whittier Trust’s ProShares Short S&P500 SH Stock Holding History

Whittier Trust’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-132,000
Closed -$4.86M – 1419
2025
Q3 		$4.86M Buy
+132,000
New +$5.09M 0.06% 201
2022
Q4 		– Sell
-5
Closed – – 1716
2022
Q3 		$0 Buy
+5
New +$313 ﹤0.01% 1752

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Whittier Trust's SH Position: Q4 2025 in Review

Whittier Trust sold out of ProShares Short S&P500 (SH) in Q4 2025, closing a stake of 132,000 shares — an estimated $4.86M sold.

Whittier Trust first reported a position in SH in Q3 2022 and held it in 2 quarters. The position peaked at $4.86M in Q3 2025. 114 funds tracked by Wall St. Rank hold SH as of Q4 2025.

  • Whittier Trust reported no remaining ProShares Short S&P500 position as of Q4 2025 after selling out during the quarter.
  • Whittier Trust sold 132,000 ProShares Short S&P500 shares in Q4 2025, an estimated $4.86M.
  • Whittier Trust first reported a position in ProShares Short S&P500 in Q3 2022 and held it in 2 quarters.
  • Whittier Trust's ProShares Short S&P500 position peaked at $4.86M in Q3 2025.
  • 114 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2025.

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