WHITTIER TRUST CO UWM — PROSHARES TR PSHS ULTRUSS2000

Ownership history in WHITTIER TRUST CO  ·  7 quarters on record

AI Ownership Summary

WHITTIER TRUST CO reported PROSHARES TR PSHS ULTRUSS2000 (UWM) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows UWM 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 UWM 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 ULTRUSS2000, 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

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

High-water mark
Peak Conviction
0.0% in 2024 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.

UWM stock page WHITTIER TRUST CO fund profile WHITTIER TRUST CO full holdings
How WHITTIER TRUST CO held UWM — position size vs. price
% of Fund (quarterly)    UWM 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 REDUCED — — — 110 -125 -53.2% 0.00% $5K 2026-04-28 $56.71
2025 Q4 UNCHANGED — — — 235 — 0% 0.00% $12K 2026-01-26 $53.67
2025 Q3 UNCHANGED — — — 235 — 0% 0.00% $11K 2025-10-31 $47.39
2025 Q2 UNCHANGED — — — 235 — 0% 0.00% $9K 2025-07-30 $39.10
2025 Q1 UNCHANGED — — — 235 — 0% 0.00% $8K 2025-05-02 $32.48
2024 Q4 ADDED — — — 235 +35 +17.5% 0.00% $10K 2025-02-11 $42.80
2024 Q3 INITIATED — — — 200 — — 0.00% $9K 2024-10-21 $42.48

🏢 Other funds also holding UWM

As of 2026 Q1 — sorted by position size

Dedeker Financial LLC 2.74% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.45% Legacy Wealth Partners, LLC 0.35% Capital Investment Counsel, Inc 3Y 7Y 0.28% Silverleafe Capital Partners, LLC 3Y 7Y 0.07% Wealthcare Advisory Partners LLC 3Y 7Y 0.06% Portus Wealth Advisors, LLC 0.01% Bogart Wealth, LLC 3Y 7Y 0.0% Root Financial Partners, LLC 0.0%

FAQ About WHITTIER TRUST CO and UWM

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 UWM?

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

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

The largest reported portfolio weight for UWM was 0.00% in 2024 Q4.

What is the latest reported UWM position on this page?

The most recent filing on this page is 2026 Q1, when WHITTIER TRUST CO reported 110 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this UWM ownership page compare?

The chart compares WHITTIER TRUST CO's quarterly UWM 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.

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