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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
+3.69%
1 Year Est. Return
+30.77%
3 Year Est. Return
+70.21%
5 Year Est. Return
+78.59%
10 Year Est. Return
–
AUM
$4.81B
AUM Growth
+$4.23B
Cap. Flow
+$4.18B
Cap. Flow %
86.88%
Top 10 Hldgs %
35.74%
Holding
1,021
New
956
Increased
60
Reduced
1
Closed
1

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$245M
2
MSFT icon
Microsoft
MSFT
+$214M
3
NVDA icon
NVIDIA
NVDA
+$201M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$195M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$116M

Top Sells

Rank Stock Value
1
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$281K
2
ANIX icon
Anixa Biosciences
ANIX
+$37.7K

Sector Composition

Rank Sector Weight
1 Technology 28.72%
2 Financials 13.38%
3 Consumer Discretionary 7.09%
4 Healthcare 7.03%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNY icon
326
Sanofi
SNY
$104B
$1.93M 0.04%
+39,852
New +$1.98M
ACWI icon
327
iShares MSCI ACWI ETF
ACWI
$33.5B
$1.93M 0.04%
+13,628
New +$1.91M
ARGX icon
328
argenx
ARGX
$54.1B
$1.91M 0.04%
+2,273
New +$1.95M
YUM icon
329
Yum! Brands
YUM
$41.1B
$1.91M 0.04%
+12,603
New +$1.87M
AEP icon
330
American Electric Power
AEP
$68.4B
$1.9M 0.04%
+16,506
New +$1.95M
COIN icon
331
Coinbase
COIN
$40.5B
$1.89M 0.04%
+8,358
New +$2.49M
RWM icon
332
ProShares Short Russell2000
RWM
$129M
$1.88M 0.04%
+115,000
New +$1.9M
SLF icon
333
Sun Life Financial
SLF
$45.4B
$1.88M 0.04%
+30,098
New +$1.82M
EW icon
334
Edwards Lifesciences
EW
$51.7B
$1.88M 0.04%
+22,020
New +$1.81M
ITOT icon
335
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$1.87M 0.04%
+12,556
New +$1.85M
ABNB icon
336
Airbnb
ABNB
$107B
$1.86M 0.04%
+13,720
New +$1.71M
OKE icon
337
Oneok
OKE
$54.5B
$1.86M 0.04%
+25,330
New +$1.79M
IMO icon
338
Imperial Oil
IMO
$60.4B
$1.85M 0.04%
+21,354
New +$1.94M
FAST icon
339
Fastenal
FAST
$59.5B
$1.84M 0.04%
+45,920
New +$1.93M
BR icon
340
Broadridge
BR
$19B
$1.84M 0.04%
+8,221
New +$1.87M
ANIX icon
341
Anixa Biosciences
ANIX
$116M
$1.83M 0.04%
588,027
-9,208
-2% -$37.7K
LYG icon
342
Lloyds Banking Group
LYG
$91.3B
$1.83M 0.04%
+345,933
New +$1.67M
A icon
343
Agilent Technologies
A
$41.2B
$1.83M 0.04%
+13,439
New +$1.93M
HPE icon
344
Hewlett Packard
HPE
$70.5B
$1.82M 0.04%
+75,420
New +$1.78M
AVDE icon
345
Avantis International Equity ETF
AVDE
$18.7B
$1.82M 0.04%
+22,108
New +$1.77M
HUBB icon
346
Hubbell
HUBB
$27.2B
$1.81M 0.04%
+4,085
New +$1.79M
NTAP icon
347
NetApp
NTAP
$37.2B
$1.81M 0.04%
+16,864
New +$1.93M
FTNT icon
348
Fortinet
FTNT
$117B
$1.8M 0.04%
+22,725
New +$1.88M
PDD icon
349
Pinduoduo
PDD
$131B
$1.8M 0.04%
+15,852
New +$1.97M
KBH icon
350
KB Home
KBH
$3.59B
$1.78M 0.04%
+31,565
New +$1.94M
12 13
14
15 16

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SCM
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SCM
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VCM
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BJL
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ACM
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ASC
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MA
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Laird Norton Wetherby Trust Company's Q4 2025 Portfolio in Review

As of Q4 2025, Laird Norton Wetherby Trust Company held 1,021 positions worth $4.81B, up 727% from $582M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Laird Norton Wetherby Trust Company deployed $4.18B of net new capital in Q4 2025, opening 956 new positions and adding to 60 existing holdings. Its largest new stake was Berkshire Hathaway Class A: 156 shares worth $118M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 39% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Anixa Biosciences, an estimated $37.7K trimmed.

  • Laird Norton Wetherby Trust Company's largest Q4 2025 buy was Berkshire Hathaway Class A: 156 shares worth $118M.
  • Laird Norton Wetherby Trust Company added most to Apple in Q4 2025, an estimated $245M increase.
  • Laird Norton Wetherby Trust Company's biggest Q4 2025 reduction was Anixa Biosciences, cutting an estimated $37.7K.
  • Laird Norton Wetherby Trust Company fully exited VanEck JP Morgan EM Local Currency Bond ETF in Q4 2025, selling an estimated $281K.
  • Laird Norton Wetherby Trust Company's ten largest holdings make up 36% of its $4.81B portfolio in Q4 2025.
  • Laird Norton Wetherby Trust Company opened 956 new positions and closed 1 in Q4 2025.
  • Laird Norton Wetherby Trust Company's portfolio value rose 727% quarter-over-quarter to $4.81B.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q4 2025, filed 17 Feb 2026.