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Whittier Trust’s ProShares Ultra Russell2000 UWM Stock Holding History

Whittier Trust’s Portfolio UWM Stock Details UWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.32K Hold
110
– – ﹤0.01% 1179
2026
Q1 		$5.31K Sell
110
-125
-53% -$6.39K ﹤0.01% 1193
2025
Q4 		$11.9K Hold
235
– – ﹤0.01% 1108
2025
Q3 		$11.2K Hold
235
– – ﹤0.01% 1103
2025
Q2 		$8.85K Hold
235
– – ﹤0.01% 1256
2025
Q1 		$7.86K Hold
235
– – ﹤0.01% 1252
2024
Q4 		$9.83K Buy
235
+35
+18% +$1.58K ﹤0.01% 1254
2024
Q3 		$8.59K Buy
+200
New +$8.15K ﹤0.01% 1285

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Whittier Trust's UWM Position: Q2 2026 in Review

Whittier Trust held its ProShares Ultra Russell2000 (UWM) position steady in Q2 2026 at 110 shares worth $7.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Whittier Trust first reported a position in UWM in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.9K in Q4 2025. 44 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

  • Whittier Trust held 110 shares of ProShares Ultra Russell2000 worth $7.32K as of Q2 2026.
  • Whittier Trust left its ProShares Ultra Russell2000 share count unchanged in Q2 2026.
  • ProShares Ultra Russell2000 made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1179 holding.
  • Whittier Trust first reported a position in ProShares Ultra Russell2000 in Q3 2024 and has held it in 8 quarters since.
  • Whittier Trust's ProShares Ultra Russell2000 position peaked at $11.9K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

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