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Whittier Trust’s Motley Fool Mid-Cap Growth ETF TMFM Stock Holding History

Whittier Trust’s Portfolio TMFM Stock Details TMFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10
Closed -$266 – 1607
2025
Q2 		$266 Hold
10
– – ﹤0.01% 1488
2025
Q1 		$250 Hold
10
– – ﹤0.01% 1473
2024
Q4 		$257 Sell
10
-57
-85% -$1.73K ﹤0.01% 1524
2024
Q3 		$1.95K Buy
+67
New +$1.86K ﹤0.01% 1455

Other funds holding TMFM

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Whittier Trust's TMFM Position: Q3 2025 in Review

Whittier Trust sold out of Motley Fool Mid-Cap Growth ETF (TMFM) in Q3 2025, closing a stake of 10 shares — an estimated $266 sold.

Whittier Trust first reported a position in TMFM in Q3 2024 and held it in 4 quarters. The position peaked at $1.95K in Q3 2024. 33 funds tracked by Wall St. Rank hold TMFM as of Q3 2025.

  • Whittier Trust reported no remaining Motley Fool Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 10 Motley Fool Mid-Cap Growth ETF shares in Q3 2025, an estimated $266.
  • Whittier Trust first reported a position in Motley Fool Mid-Cap Growth ETF in Q3 2024 and held it in 4 quarters.
  • Whittier Trust's Motley Fool Mid-Cap Growth ETF position peaked at $1.95K in Q3 2024.
  • 33 funds tracked by Wall St. Rank held Motley Fool Mid-Cap Growth ETF as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.