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Funds / Whi Trust Co LLC
Institutional Fund

Whi Trust Co LLC

Chicago, ILCIK 20139022 filings on record

Portfolio Value
$132.74M
Q1 2026
Holdings
88
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+2.3%
from $129.75M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Ishares Tr30.3%
  • Ishares Tr28.4%
  • Ishares Tr19.8%
  • Ishares Tr5.3%
  • Ishares Tr4.8%
  • Ishares Tr1.4%
  • Other10.0%

Portfolio Holdings

88 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Ishares Tr404.8K$40.18M30.3%+33.2KAdded
2Ishares Tr549.7K$37.64M28.4%+21.6KAdded
3Ishares Tr40.3K$26.33M19.8%+545Added
4Ishares Tr73.9K$7.05M5.3%+612Added
5Ishares Tr17.1K$6.33M4.8%567Reduced
6Ishares Tr22.9K$1.89M1.4%+409Added
7Ishares Tr12.6K$1.74M1.3%+458Added
8Ishares Tr12.3K$1.49M1.1%0Held
9Ishares Tr10.0K$1.32M1.0%0Held
10Microsoft Corp2.4K$902.1K0.7%0Held

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