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Laird Norton Wetherby Trust Company Portfolio holdings

AUM $4.58B
1-Year Est. Return 30.77%
This Fund
S&P 500
This Quarter Est. Return
-1.84%
1 Year Est. Return
+30.77%
3 Year Est. Return
+70.21%
5 Year Est. Return
+78.59%
10 Year Est. Return
–
AUM
$4.58B
AUM Growth
-$227M
Cap. Flow
-$33.1M
Cap. Flow %
-0.72%
Top 10 Hldgs %
34.38%
Holding
1,057
New
37
Increased
391
Reduced
522
Closed
75

Top Buys

Rank Stock Value
1
VV icon
Vanguard Large-Cap ETF
VV
+$43M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$25.8M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$23.1M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$15.8M
5
BND icon
Vanguard Total Bond Market
BND
+$8.61M

Top Sells

Rank Stock Value
1
PEN icon
Penumbra
PEN
+$23.2M
2
AAPL icon
Apple
AAPL
+$18.3M
3
MSFT icon
Microsoft
MSFT
+$13.2M
4
NVDA icon
NVIDIA
NVDA
+$11.7M
5
AMZN icon
Amazon
AMZN
+$7.85M

Sector Composition

Rank Sector Weight
1 Technology 25.87%
2 Financials 12.63%
3 Consumer Discretionary 6.5%
4 Healthcare 6.22%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MO icon
226
Altria Group
MO
$122B
$3.19M 0.07%
47,528
-21
-0% -$1.35K
BSX icon
227
Boston Scientific
BSX
$65.8B
$3.17M 0.07%
50,500
-4,592
-8% -$367K
DFUV icon
228
Dimensional US Marketwide Value ETF
DFUV
$15.4B
$3.17M 0.07%
65,323
– –
ROST icon
229
Ross Stores
ROST
$76.6B
$3.16M 0.07%
14,605
-141
-1% -$28.1K
APP icon
230
Applovin
APP
$132B
$3.15M 0.07%
7,919
-654
-8% -$316K
CCJ icon
231
Cameco
CCJ
$38.3B
$3.11M 0.07%
28,670
+1,257
+5% +$144K
AMP icon
232
Ameriprise Financial
AMP
$46.8B
$3.09M 0.07%
6,962
+1
+0% +$482
ALL icon
233
Allstate
ALL
$66.9B
$3.07M 0.07%
14,732
+30
+0.2% +$6.15K
BBVA icon
234
Banco Bilbao Vizcaya Argentaria
BBVA
$144B
$3.06M 0.07%
141,413
+4,893
+4% +$113K
SCCO icon
235
Southern Copper
SCCO
$141B
$3.02M 0.07%
17,732
+160
+0.9% +$29.3K
SKM icon
236
SK Telecom
SKM
$13.7B
$3.02M 0.07%
103,111
+63,011
+157% +$1.74M
MDLZ icon
237
Mondelez International
MDLZ
$77.7B
$3.01M 0.07%
51,830
+977
+2% +$56.6K
MRSH
238
Marsh
MRSH
$86.3B
$3.01M 0.07%
17,329
-1,639
-9% -$295K
ESLT icon
239
Elbit Systems
ESLT
$38.4B
$2.99M 0.07%
3,520
-3,435
-49% -$2.65M
WIT icon
240
Wipro
WIT
$18.5B
$2.98M 0.06%
1,403,972
-38,268
-3% -$93.2K
IEFA icon
241
iShares Core MSCI EAFE ETF
IEFA
$186B
$2.97M 0.06%
32,858
-64
-0.2% -$5.97K
TD icon
242
Toronto Dominion Bank
TD
$198B
$2.95M 0.06%
31,591
+1,900
+6% +$181K
FSLR icon
243
First Solar
FSLR
$21.8B
$2.9M 0.06%
14,701
-112
-0.8% -$24.8K
HWM icon
244
Howmet Aerospace
HWM
$116B
$2.88M 0.06%
12,502
+369
+3% +$86K
NDAQ icon
245
Nasdaq
NDAQ
$51.5B
$2.87M 0.06%
33,844
-2,406
-7% -$216K
CDNS icon
246
Cadence Design Systems
CDNS
$90B
$2.87M 0.06%
10,321
-193
-2% -$57.6K
PKX icon
247
POSCO
PKX
$15.8B
$2.84M 0.06%
48,332
+17,359
+56% +$1.05M
CVE icon
248
Cenovus Energy
CVE
$54.6B
$2.84M 0.06%
106,947
+2,589
+2% +$55.2K
AU icon
249
AngloGold Ashanti
AU
$40.3B
$2.83M 0.06%
29,102
-116
-0.4% -$11.9K
RELX icon
250
RELX
RELX
$60.1B
$2.83M 0.06%
85,446
-3,527
-4% -$124K
8 9
10
11 12

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SCM
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SCM
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AG
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ANTB
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LPPI
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Laird Norton Wetherby Trust Company's Q1 2026 Portfolio in Review

As of Q1 2026, Laird Norton Wetherby Trust Company held 1,057 positions worth $4.58B, down 4.7% from $4.81B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Laird Norton Wetherby Trust Company's Q1 2026 filing shows 37 new, 391 increased, 522 reduced and 75 closed positions. Its largest new stake was iShares MBS ETF: 24,266 shares worth $2.3M. The largest sale was Penumbra, an estimated $23.2M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Laird Norton Wetherby Trust Company's largest Q1 2026 buy was iShares MBS ETF: 24,266 shares worth $2.3M.
  • Laird Norton Wetherby Trust Company added most to Vanguard Large-Cap ETF in Q1 2026, an estimated $43M increase.
  • Laird Norton Wetherby Trust Company's biggest Q1 2026 reduction was Penumbra, cutting an estimated $23.2M.
  • Laird Norton Wetherby Trust Company fully exited Inhibrx in Q1 2026, selling an estimated $3.19M.
  • Laird Norton Wetherby Trust Company's ten largest holdings make up 34% of its $4.58B portfolio in Q1 2026.
  • Laird Norton Wetherby Trust Company opened 37 new positions and closed 75 in Q1 2026.
  • Laird Norton Wetherby Trust Company's portfolio value fell 4.7% quarter-over-quarter to $4.58B.

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