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Source Capital shares owned by Whi Trust

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Whi Trust from 13F filings

Historical chart of Whi Trust investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by Whi Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by Whi Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $42k 912 46.32

More positions owned by Whi Trust

Ishares Core Us Aggregate Bond Fund Etf (AGG)
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Tr Barclays 7 10 Yr Etf (IEF)
Ishares Russell 3000 Index Fund Etf (IWV)
Ishares Trust 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Msci Acwi Etf (ACWI)
Ishares Msci Kld 400 Social Index Fund Etf Etf (DSI)
iShares MSCI USA ESG Select ETF Etf (SUSA)
Microsoft Corporation (MSFT)
Travelers Companies (TRV)
Apple (AAPL)
Kalaris Therapeutics (KLRS)
Ishares Msci Eafe Index Etf (EFA)
Shake Shack Inc cl a (SHAK)

View all positions for Whi Trust

Top funds holding Source Capital

DKM Wealth Management
D.A. Davidson & Co.
Diversified Management
Morgan Stanley
Mesirow Financial Investment Management International Equity
First Trust Advisors
Wells Fargo & Company
Hara Capital
Raymond James Financial
Keating Financial Advisory Services
Hennion & Walsh Asset Management
Anchor Investment Management
Invesco
Shaker Financial Services
Smith Asset Management

View all funds holding Source Capital