What does WHI TRUST Co LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

WHI TRUST Co LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES CORE US AGGREGATE BOND FUND

$40M405K30.3%

ISHARES MSCI ACWI EX U.S. ETF

$38M550K28.4%

ISHARES CORE S&P 500 ETF

$26M40K19.8%

ISHARES TR BARCLAYS 7 10 YR

$7M74K5.3%

ISHARES RUSSELL 3000 INDEX FUND

$6M17K4.8%

ISHARES TRUST 1-3 YEAR TREASURY BOND ETF

$2M23K1.4%

ISHARES MSCI ACWI

$2M13K1.3%

ISHARES MSCI KLD 400 SOCIAL INDEX FUND ETF

$1M12K1.1%

iShares MSCI USA ESG Select ETF

$1M10K1.0%

MICROSOFT

$902,1042K0.7%

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