WT
TMAT icon

Whittier Trust’s Main Thematic Innovation ETF TMAT Stock Holding History

Whittier Trust’s Portfolio TMAT Stock Details TMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,577
Closed -$80.2K – 1592
2024
Q1 		$80.2K Hold
4,577
– – ﹤0.01% 837
2023
Q4 		$75K Buy
+4,577
New +$65.5K ﹤0.01% 832

Other funds holding TMAT

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Whittier Trust's TMAT Position: Q2 2024 in Review

Whittier Trust sold out of Main Thematic Innovation ETF (TMAT) in Q2 2024, closing a stake of 4,577 shares — an estimated $80.2K sold.

Whittier Trust first reported a position in TMAT in Q4 2023 and held it in 2 quarters. The position peaked at $80.2K in Q1 2024. 32 funds tracked by Wall St. Rank hold TMAT as of Q2 2024.

  • Whittier Trust reported no remaining Main Thematic Innovation ETF position as of Q2 2024 after selling out during the quarter.
  • Whittier Trust sold 4,577 Main Thematic Innovation ETF shares in Q2 2024, an estimated $80.2K.
  • Whittier Trust first reported a position in Main Thematic Innovation ETF in Q4 2023 and held it in 2 quarters.
  • Whittier Trust's Main Thematic Innovation ETF position peaked at $80.2K in Q1 2024.
  • 32 funds tracked by Wall St. Rank held Main Thematic Innovation ETF as of Q2 2024.

Based on Whittier Trust's 13F filing for Q2 2024, filed 29 Jul 2024.