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 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 $147B AUM 18.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

AAG

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

Laird Norton Wetherby Trust Company's DEMZ Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) stake by 0.58% in Q1 2026, selling an estimated $1.99K and leaving 7,990 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #849.

Laird Norton Wetherby Trust Company first reported a position in DEMZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $346K in Q4 2025. 22 funds tracked by Wall St. Rank hold DEMZ as of Q1 2026.

Laird Norton Wetherby Trust Company held 7,990 shares of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF worth $321K as of Q1 2026.
Laird Norton Wetherby Trust Company sold 47 The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF shares in Q1 2026, an estimated $1.99K.
The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #849 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 2 quarters since.
Laird Norton Wetherby Trust Company's The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF position peaked at $346K in Q4 2025.
22 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.