Whittier Trust’s LendingTree TREE Stock Holding History

Whittier Trust’s Portfolio TREE Stock Details TREE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$166	Hold	4	–	–	﹤0.01%	1334
2025 Q4	$217	Hold	4	–	–	﹤0.01%	1342
2025 Q3	$253	Hold	4	–	–	﹤0.01%	1367
2025 Q2	$148	Hold	4	–	–	﹤0.01%	1495
2025 Q1	$200	Hold	4	–	–	﹤0.01%	1476
2024 Q4	$154	Hold	4	–	–	﹤0.01%	1532
2024 Q3	$232	Hold	4	–	–	﹤0.01%	1531
2024 Q2	$166	Hold	4	–	–	﹤0.01%	1504
2024 Q1	$168	Sell	4 -1	-20%	-$35	﹤0.01%	1500
2023 Q4	$150	Sell	5 -166	-97%	-$3.01K	﹤0.01%	1496
2023 Q3	$2.65K	Hold	171	–	–	﹤0.01%	1439
2023 Q2	$3.78K	Hold	171	–	–	﹤0.01%	1395
2023 Q1	$4.55K	Sell	171 -25	-13%	-$820	﹤0.01%	1404
2022 Q4	$4.18K	Hold	196	–	–	﹤0.01%	1408
2022 Q3	$5K	Hold	196	–	–	﹤0.01%	1455
2022 Q2	$9K	Sell	196 -3	-2%	-$222	﹤0.01%	1345
2022 Q1	$24K	Hold	199	–	–	﹤0.01%	1159
2021 Q4	$24K	Sell	199 -1	-0.5%	-$133	﹤0.01%	1142
2021 Q3	$28K	Hold	200	–	–	﹤0.01%	1057
2021 Q2	$42K	Hold	200	–	–	﹤0.01%	999
2021 Q1	$43K	Hold	200	–	–	﹤0.01%	968
2020 Q4	$55K	Hold	200	–	–	﹤0.01%	833
2020 Q3	$61K	Hold	200	–	–	﹤0.01%	794
2020 Q2	$58K	Hold	200	–	–	﹤0.01%	767
2020 Q1	$37K	Hold	200	–	–	﹤0.01%	864
2019 Q4	$61K	Hold	200	–	–	﹤0.01%	803
2019 Q3	$62K	Hold	200	–	–	﹤0.01%	790
2019 Q2	$84K	Hold	200	–	–	﹤0.01%	692
2019 Q1	$70K	Hold	200	–	–	﹤0.01%	718
2018 Q4	$44K	Buy	200 +166	+488%	+$37.7K	﹤0.01%	801
2018 Q3	$8K	Hold	34	–	–	﹤0.01%	1074
2018 Q2	$7K	Hold	34	–	–	﹤0.01%	1066
2018 Q1	$11K	Hold	34	–	–	﹤0.01%	1037
2017 Q4	$12K	Hold	34	–	–	﹤0.01%	1012
2017 Q3	$8K	Hold	34	–	–	﹤0.01%	1075
2017 Q2	$6K	Hold	34	–	–	﹤0.01%	1077
2017 Q1	$4K	Hold	34	–	–	﹤0.01%	1199
2016 Q4	$3K	Hold	34	–	–	﹤0.01%	1094
2016 Q3	$3K	Sell	34 -1	-3%	-$100	﹤0.01%	1086
2016 Q2	$3K	Hold	35	–	–	﹤0.01%	1103
2016 Q1	$3K	Hold	35	–	–	﹤0.01%	1091
2015 Q4	$3K	Hold	35	–	–	﹤0.01%	1097
2015 Q3	$3K	Sell	35 -8	-19%	-$809	﹤0.01%	1076
2015 Q2	$3K	Hold	43	–	–	﹤0.01%	1126
2015 Q1	$2K	Hold	43	–	–	﹤0.01%	1173
2014 Q4	$2K	Hold	43	–	–	﹤0.01%	1027
2014 Q3	$2K	Hold	43	–	–	﹤0.01%	1003
2014 Q2	$1K	Hold	43	–	–	﹤0.01%	1029
2014 Q1	$1K	Sell	43 -25	-37%	-$815	﹤0.01%	1054
2013 Q4	$2K	Hold	68	–	–	﹤0.01%	1029
2013 Q3	$2K	Sell	68 -7	-9%	-$153	﹤0.01%	1020
2013 Q2	$1K	Buy	+75	New	+$1.44K	﹤0.01%	1055

Other funds holding TREE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whittier Trust's TREE Position: Q1 2026 in Review

Whittier Trust held its LendingTree (TREE) position steady in Q1 2026 at 4 shares worth $166. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Whittier Trust first reported a position in TREE in Q2 2013 and has held it in 52 quarters since. The position peaked at $84K in Q2 2019. 179 funds tracked by Wall St. Rank hold TREE as of Q1 2026.

Whittier Trust held 4 shares of LendingTree worth $166 as of Q1 2026.
Whittier Trust left its LendingTree share count unchanged in Q1 2026.
LendingTree made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #1334 holding.
Whittier Trust first reported a position in LendingTree in Q2 2013 and has held it in 52 quarters since.
Whittier Trust's LendingTree position peaked at $84K in Q2 2019.
179 funds tracked by Wall St. Rank held LendingTree as of Q1 2026.

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