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Whittier Trust’s ProShares Ultra Semiconductors USD Stock Holding History

Whittier Trust’s Portfolio USD Stock Details USD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$86.7K Hold
960
– – ﹤0.01% 775
2026
Q1 		$49K Hold
960
– – ﹤0.01% 842
2025
Q4 		$53.5K Hold
960
– – ﹤0.01% 852
2025
Q3 		$49.2K Hold
960
– – ﹤0.01% 854
2025
Q2 		$35.5K Hold
960
– – ﹤0.01% 1012
2025
Q1 		$19.4K Hold
960
– – ﹤0.01% 1107
2024
Q4 		$31.3K Buy
960
+200
+26% +$6.64K ﹤0.01% 1019
2024
Q3 		$22.8K Buy
+760
New +$22.8K ﹤0.01% 1077

Other funds holding USD

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 84.09% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $176M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $341M AUM 41.28% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Whittier Trust's USD Position: Q2 2026 in Review

Whittier Trust held its ProShares Ultra Semiconductors (USD) position steady in Q2 2026 at 960 shares worth $86.7K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Whittier Trust first reported a position in USD in Q3 2024 and has held it in 8 quarters since. 70 funds tracked by Wall St. Rank hold USD as of Q2 2026.

  • Whittier Trust held 960 shares of ProShares Ultra Semiconductors worth $86.7K as of Q2 2026.
  • Whittier Trust left its ProShares Ultra Semiconductors share count unchanged in Q2 2026.
  • ProShares Ultra Semiconductors made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #775 holding.
  • Whittier Trust first reported a position in ProShares Ultra Semiconductors in Q3 2024 and has held it in 8 quarters since.
  • 70 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.