WHITTIER TRUST CO USD — PROSHARES TR PSHS ULT SEMICDT

Ownership history in WHITTIER TRUST CO  ·  7 quarters on record

AI Ownership Summary

WHITTIER TRUST CO reported PROSHARES TR PSHS ULT SEMICDT (USD) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows USD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WHITTIER TRUST CO's position in PROSHARES TR PSHS ULT SEMICDT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

USD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

USD stock page WHITTIER TRUST CO fund profile WHITTIER TRUST CO full holdings
How WHITTIER TRUST CO held USD — position size vs. price
% of Fund (quarterly)    USD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 960 — 0% 0.00% $49K 2026-04-28 $78.02
2025 Q4 ADDED — — — 960 +480 +100.0% 0.00% $54K 2026-01-26 $56.03
2025 Q3 UNCHANGED — — — 480 — 0% 0.00% $49K 2025-10-31 $60.29
2025 Q2 UNCHANGED — — — 480 — 0% 0.00% $36K 2025-07-30 $44.35
2025 Q1 UNCHANGED — — — 480 — 0% 0.00% $19K 2025-05-02 $20.94
2024 Q4 ADDED — — — 480 +290 +152.6% 0.00% $31K 2025-02-11 $31.14
2024 Q3 INITIATED — — — 190 — — 0.00% $23K 2024-10-21 $35.16

🏢 Other funds also holding USD

As of 2026 Q1 — sorted by position size

Dale Q Rice Investment Management Ltd 16.25% Dedeker Financial LLC 3.77% Retirement Planning Co of New England, Inc. 3Y 0.95% Chung Wu Investment Group, LLC 0.58% Beaton Management Co. Inc. 3Y 7Y 0.45% AVAII WEALTH MANAGEMENT, LLC 3Y 0.42% Integrated Wealth Concepts LLC 3Y 7Y 0.23% Morse Asset Management, Inc 3Y 7Y 0.18% J.E. Simmons & Co., P.C. 0.17% Plotkin Financial Advisors, LLC 0.11%

FAQ About WHITTIER TRUST CO and USD

These are the practical questions this page is built to answer before you even open the full history table.

How long has WHITTIER TRUST CO reported owning USD?

WHITTIER TRUST CO reported USD across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported USD position in WHITTIER TRUST CO's portfolio?

The largest reported portfolio weight for USD was 0.00% in 2025 Q4.

What is the latest reported USD position on this page?

The most recent filing on this page is 2026 Q1, when WHITTIER TRUST CO reported 960 shares, equal to 0.00% of portfolio, with an estimated market value of $49K.

What does the chart on this USD ownership page compare?

The chart compares WHITTIER TRUST CO's quarterly USD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WHITTIER TRUST CO time their USD position?

Based on 13F filing dates vs. subsequent USD price moves, WHITTIER TRUST CO correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on USD relative to SPY over the holding period was +46.7%.

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