Laird Norton Wetherby Trust Company’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History

Laird Norton Wetherby Trust Company’s Portfolio DEMZ Stock Details DEMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$381K	Hold	7,990	–	–	0.01%	796
2026 Q1	$321K	Sell	7,990 -47	-0.6%	-$1.99K	0.01%	849
2025 Q4	$346K	Buy	+8,037	New	+$342K	0.01%	839

Other funds holding DEMZ

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

AAG

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Laird Norton Wetherby Trust Company's DEMZ Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company held its The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) position steady in Q2 2026 at 7,990 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #796.

Laird Norton Wetherby Trust Company first reported a position in DEMZ in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold DEMZ as of Q2 2026.

Laird Norton Wetherby Trust Company held 7,990 shares of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF worth $381K as of Q2 2026.
Laird Norton Wetherby Trust Company left its The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF share count unchanged in Q2 2026.
The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #796 holding.
Laird Norton Wetherby Trust Company first reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
26 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.