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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
CTRA
376
DELISTED
Coterra Energy
CTRA
$1.53M 0.03%
43,640
+140
+0.3% +$4.21K
EQNR icon
377
Equinor
EQNR
$95.9B
$1.53M 0.03%
36,142
+2,894
+9% +$87.2K
MFC icon
378
Manulife Financial
MFC
$72.6B
$1.52M 0.03%
44,200
-3,065
-6% -$110K
DFAC icon
379
Dimensional US Core Equity 2 ETF
DFAC
$47.5B
$1.52M 0.03%
39,074
+5,491
+16% +$221K
A icon
380
Agilent Technologies
A
$39.1B
$1.51M 0.03%
13,189
-250
-2% -$31.7K
NVT icon
381
nVent Electric
NVT
$24.5B
$1.51M 0.03%
12,737
-120
-0.9% -$13.6K
EOG icon
382
EOG Resources
EOG
$78B
$1.5M 0.03%
10,397
+501
+5% +$60.8K
DGX icon
383
Quest Diagnostics
DGX
$25.1B
$1.49M 0.03%
7,614
+34
+0.4% +$6.61K
VIV icon
384
Telefônica Brasil
VIV
$22.4B
$1.48M 0.03%
91,103
+2,308
+3% +$34.1K
LPL icon
385
LG Display
LPL
$3.17B
$1.47M 0.03%
378,710
+226,996
+150% +$959K
HLN icon
386
Haleon
HLN
$43.1B
$1.47M 0.03%
146,703
-3,232
-2% -$33.6K
CIB icon
387
Grupo Cibest SA
CIB
$20.4B
$1.46M 0.03%
19,759
+1,748
+10% +$129K
ANIX icon
388
Anixa Biosciences
ANIX
$126M
$1.46M 0.03%
566,327
-21,700
-4% -$64.3K
FERG icon
389
Ferguson
FERG
$44.7B
$1.46M 0.03%
6,215
+105
+2% +$25.6K
ES icon
390
Eversource Energy
ES
$28.2B
$1.45M 0.03%
20,975
-396
-2% -$28K
SOFI icon
391
SoFi Technologies
SOFI
$21.1B
$1.45M 0.03%
91,325
+4,739
+5% +$99.9K
KEP icon
392
Korea Electric Power
KEP
$15.5B
$1.44M 0.03%
98,075
+8,111
+9% +$154K
CPRT icon
393
Copart
CPRT
$25.9B
$1.44M 0.03%
43,474
+1,424
+3% +$53.5K
NET icon
394
Cloudflare
NET
$93B
$1.44M 0.03%
6,959
+908
+15% +$173K
NKE icon
395
Nike
NKE
$61.9B
$1.42M 0.03%
26,692
-4,173
-14% -$253K
VST icon
396
Vistra
VST
$55.1B
$1.41M 0.03%
9,404
+1,395
+17% +$226K
IR icon
397
Ingersoll Rand
IR
$33B
$1.4M 0.03%
17,536
+717
+4% +$63.3K
DRI icon
398
Darden Restaurants
DRI
$22.5B
$1.4M 0.03%
7,131
-88
-1% -$18.1K
TPR icon
399
Tapestry
TPR
$28.8B
$1.39M 0.03%
9,839
-181
-2% -$25.7K
TRI icon
400
Thomson Reuters
TRI
$39.4B
$1.38M 0.03%
15,111
-8,712
-37% -$919K
14 15
16
17 18

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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.