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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
TER icon
401
Teradyne
TER
$54.8B
$1.37M 0.03%
4,613
+521
+13% +$145K
PEG icon
402
Public Service Enterprise Group
PEG
$39.8B
$1.37M 0.03%
16,874
+306
+2% +$25.1K
NMR icon
403
Nomura Holdings
NMR
$28.7B
$1.37M 0.03%
173,077
-2,391
-1% -$20.6K
WAT icon
404
Waters Corp
WAT
$36.8B
$1.36M 0.03%
4,561
+883
+24% +$302K
TS icon
405
Tenaris
TS
$29.1B
$1.36M 0.03%
23,295
-199
-0.8% -$9.8K
DFAS icon
406
Dimensional US Small Cap ETF
DFAS
$15.2B
$1.35M 0.03%
19,039
-3,342
-15% -$245K
DDOG icon
407
Datadog
DDOG
$87.9B
$1.35M 0.03%
11,466
+961
+9% +$119K
XPEV icon
408
XPeng
XPEV
$11.8B
$1.35M 0.03%
78,932
-2,923
-4% -$54.2K
HAL icon
409
Halliburton
HAL
$27.9B
$1.35M 0.03%
34,616
-1,660
-5% -$57.4K
NUE icon
410
Nucor
NUE
$56.4B
$1.34M 0.03%
7,915
-125
-2% -$21.8K
RMD icon
411
ResMed
RMD
$28.3B
$1.33M 0.03%
5,937
-29
-0.5% -$7.23K
VNQ icon
412
Vanguard Real Estate ETF
VNQ
$39.9B
$1.32M 0.03%
14,930
-16,862
-53% -$1.55M
COHR icon
413
Coherent
COHR
$55.2B
$1.32M 0.03%
5,554
+631
+13% +$144K
BUD icon
414
AB InBev
BUD
$158B
$1.31M 0.03%
18,905
+1,352
+8% +$97.6K
BN icon
415
Brookfield
BN
$102B
$1.31M 0.03%
32,391
-112
-0.3% -$4.96K
GRMN
416
Garmin
GRMN
$46.9B
$1.31M 0.03%
5,648
-151
-3% -$33.8K
AXON
417
Axon Enterprise
AXON
$40.5B
$1.3M 0.03%
3,061
+553
+22% +$287K
KGC icon
418
Kinross Gold
KGC
$28.5B
$1.3M 0.03%
42,588
-539
-1% -$17.7K
LOGI icon
419
Logitech
LOGI
$15.2B
$1.3M 0.03%
14,261
+1,976
+16% +$182K
STLD icon
420
Steel Dynamics
STLD
$35.6B
$1.3M 0.03%
7,175
-43
-0.6% -$7.83K
AEG icon
421
Aegon
AEG
$13.5B
$1.29M 0.03%
177,660
-12,832
-7% -$95.6K
WST icon
422
West Pharmaceutical
WST
$23.1B
$1.29M 0.03%
5,131
+530
+12% +$132K
VBK icon
423
Vanguard Small-Cap Growth ETF
VBK
$23.2B
$1.27M 0.03%
4,197
-37
-0.9% -$11.6K
BIIB icon
424
Biogen
BIIB
$29.9B
$1.26M 0.03%
6,899
+79
+1% +$14.6K
AJG icon
425
Arthur J. Gallagher & Co
AJG
$63.7B
$1.26M 0.03%
5,812
-356
-6% -$82.2K
15 16
17
18 19

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AG
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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.