Whittier Trust’s World Acceptance Corp WRLD Stock Holding History

Whittier Trust’s Portfolio WRLD Stock Details WRLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-488	Closed	-$62K	–	1692
2023 Q3	$62K	Hold	488	–	–	﹤0.01%	877
2023 Q2	$65.4K	Hold	488	–	–	﹤0.01%	874
2023 Q1	$40.6K	Hold	488	–	–	﹤0.01%	1003
2022 Q4	$32.2K	Hold	488	–	–	﹤0.01%	1046
2022 Q3	$47K	Hold	488	–	–	﹤0.01%	983
2022 Q2	$55K	Sell	488 -422	-46%	-$66.3K	﹤0.01%	938
2022 Q1	$175K	Hold	910	–	–	﹤0.01%	702
2021 Q4	$223K	Hold	910	–	–	﹤0.01%	651
2021 Q3	$173K	Hold	910	–	–	﹤0.01%	669
2021 Q2	$146K	Hold	910	–	–	﹤0.01%	716
2021 Q1	$118K	Hold	910	–	–	﹤0.01%	748
2020 Q4	$93K	Sell	910 -956	-51%	-$101K	﹤0.01%	727
2020 Q3	$197K	Hold	1,866	–	–	﹤0.01%	574
2020 Q2	$122K	Hold	1,866	–	–	﹤0.01%	640
2020 Q1	$102K	Buy	+1,866	New	+$144K	﹤0.01%	656

Other funds holding WRLD

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

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

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return