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Whittier Trust Co.
Whittier Trust Company is an independent multi-family office and wealth management firm founded in 1935, headquartered in South Pasadena, CA. It serves more than 140 foundations, donor advised funds, endowments, 161 charitable entities, and over 578 ultra high-net-worth families. The firm employs a substantial number of professionals across multiple offices on the West Coast, providing customized investment, fiduciary, trust, estate planning, and family office services. Whittier Trust stems from one of the first family offices in the United States, originally established by the Whittier family, whose legacy in real estate and oil shaped the firm's multidisciplinary expertise.
Investment Strategy
Whittier Trust employs a holistic, client-centric investment management strategy that combines in-house management of equities, fixed income, and real estate with access to leading external managers for alternatives. The firm develops tailored portfolios based on a deep understanding of each client's financial situation, objectives, and risk tolerance. Whittier Trust emphasizes after-tax returns, long-term wealth preservation, and diversified exposure to both traditional and alternative asset classes, including direct private equity, hedge funds, real estate, and energy investments, leveraging its historical expertise in these sectors. Investment recommendations are fully independent and focused on long-term, risk-adjusted returns, including unique opportunities in both public and private markets.
Latest 13F Filing Activity
Whittier Trust Co. filed their most recent 13F report on Jun 30, 2025 disclosing 1,494 equity positions with a total 13F market value of $8B. The fund increased holdings in Nvidia Corp. Com, Microsoft Corp. Com, Broadcom Inc. among other positions. Whittier Trust Co. reduced exposure to Apple Computer Inc. Com, Unitedhealth Group Inc. Com, Salesforce Com Inc. Com among others.
Top Holdings
Equity Positions (1,494)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP COM | 6.27% | $520.3M | 3,293,402 | $16.60 | $157.99 | +$180.9M |
M MSFT | MICROSOFT CORP COM | 5.74% | $475.9M | 956,699 | $135.00 | $497.41 | +$133.7M |
A AAPL | APPLE COMPUTER INC COM | 4.37% | $362.4M | 1,766,469 | $51.10 | $205.17 | -$35.4M |
A AMZN | AMAZON COM INC COM | 3.43% | $284.2M | 1,295,474 | $91.60 | $219.39 | +$71.9M |
G GOOG | ALPHABET INC CL C | 3.22% | $267.2M | 1,506,419 | $71.80 | $177.39 | +$45.5M |
Industry Allocation
Investment Team (21)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Portfolio Manager | Newport Beach, CA , United States | |
C Calvin Lee | Fund Manager | Alhambra, CA , United States | |
 | Senior Portfolio Manager | Newport Beach, CA , United States | |
 | Investment Associate | San Francisco, CA , United States | |
 | Portfolio Manager | Los Angeles, CA , United States | |
 | Investment Analyst | United States | |
J Jay Karpen | Portfolio Manager, Vice President | Reno, NV , United States | |
 | Northwest Regional Manager, Senior Portfolio Manager | Kirkland, WA , United States | |
 | VP, Portfolio Manager | San Clemente, CA , United States | |
 | Senior Portfolio Manager | Reno, NV , United States |
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