Laird Norton Wetherby Trust Company’s TCW Transform 500 ETF VOTE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-16,060	Closed	-$1.08M	–	95
2024 Q3	$1.08M	Buy	+16,060	New	+$1.04M	0.14%	44

Other funds holding VOTE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laird Norton Wetherby Trust Company's VOTE Position: Q4 2024 in Review

Laird Norton Wetherby Trust Company sold out of TCW Transform 500 ETF (VOTE) in Q4 2024, closing a stake of 16,060 shares — an estimated $1.08M sold.

Laird Norton Wetherby Trust Company first reported a position in VOTE in Q3 2024 and held it in 1 quarter. The position peaked at $1.08M in Q3 2024. 79 funds tracked by Wall St. Rank hold VOTE as of Q4 2024.

Laird Norton Wetherby Trust Company reported no remaining TCW Transform 500 ETF position as of Q4 2024 after selling out during the quarter.
Laird Norton Wetherby Trust Company sold 16,060 TCW Transform 500 ETF shares in Q4 2024, an estimated $1.08M.
Laird Norton Wetherby Trust Company first reported a position in TCW Transform 500 ETF in Q3 2024 and held it in 1 quarter.
Laird Norton Wetherby Trust Company's TCW Transform 500 ETF position peaked at $1.08M in Q3 2024.
79 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q4 2024.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q4 2024, filed 14 Feb 2025.