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Whittier Trust Co. of Nevada Inc.
Whittier Trust Company of Nevada Inc is a full-service trust and wealth management company headquartered in Reno, NV, with additional offices across the West Coast. Established in 1994 as an affiliate of the Whittier Trust Company—originating from one of the oldest family offices in the US (founded 1935)—the Nevada entity leverages the state's favorable tax and trust laws to serve ultra-high-net-worth families, private foundations, endowments, and donor-advised funds. The company offers investment management, estate and trust services, philanthropy guidance, and family office solutions, managing assets for hundreds of wealthy families and institutions. Whittier Trust and its affiliates employ over 140 professionals and serve more than 578 UHNW families and 140+ nonprofit entities.
Investment Strategy
Whittier Trust employs a hybrid investment strategy combining top-tier internal management for core assets (equities, fixed income, real estate) with access to rigorously selected external managers for alternative and private market opportunities. The firm tailors each portfolio to the client’s values, goals, and risk profile, maintains a strong emphasis on after-tax returns, and integrates proactive tax planning. Their approach is grounded in risk management, long-term wealth preservation, and a thorough understanding of the unique objectives and constraints of each client. The firm also offers deep expertise in estate planning, generational wealth transfer, and trusts, leveraging Nevada's flexible, asset-protective legal environment.
Latest 13F Filing Activity
Whittier Trust Co. of Nevada Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 1,431 equity positions with a total 13F market value of $4B. The fund increased holdings in Microsoft Corp. Com, Nvidia Corp. Com, Broadcom Inc. among other positions. Whittier Trust Co. of Nevada Inc. reduced exposure to Apple Computer Inc. Com, Unitedhealth Group Inc. Com, Salesforce Com Inc. Com among others.
Top Holdings
Equity Positions (1,431)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 7.14% | $315.0M | 633,245 | $149.41 | $497.41 | +$79.4M |
A AAPL | APPLE COMPUTER INC COM | 5.08% | $224.0M | 1,091,605 | $56.76 | $205.17 | -$27.2M |
N NVDA | NVIDIA CORP COM | 4.64% | $204.8M | 1,296,415 | $21.06 | $157.99 | +$67.7M |
S SPY | SPDR TR S&P 500 | 3.35% | $147.7M | 239,113 | $283.72 | $617.85 | +$13.5M |
A AMZN | AMAZON COM INC COM | 3.28% | $144.7M | 659,666 | $84.21 | $219.39 | +$30.9M |
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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