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

PGP

Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Whittier Trust's WRLD Position: Q4 2023 in Review

Whittier Trust sold out of World Acceptance Corp (WRLD) in Q4 2023, closing a stake of 488 shares — an estimated $62K sold.

Whittier Trust first reported a position in WRLD in Q1 2020 and held it in 15 quarters. The position peaked at $223K in Q4 2021. 133 funds tracked by Wall St. Rank hold WRLD as of Q4 2023.

Whittier Trust reported no remaining World Acceptance Corp position as of Q4 2023 after selling out during the quarter.
Whittier Trust sold 488 World Acceptance Corp shares in Q4 2023, an estimated $62K.
Whittier Trust first reported a position in World Acceptance Corp in Q1 2020 and held it in 15 quarters.
Whittier Trust's World Acceptance Corp position peaked at $223K in Q4 2021.
133 funds tracked by Wall St. Rank held World Acceptance Corp as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.