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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
SNA icon
526
Snap-on
SNA
$20.9B
$901K 0.02%
2,480
+13
+0.5% +$4.82K
SCHF icon
527
Schwab International Equity ETF
SCHF
$65.6B
$896K 0.02%
36,187
-142
-0.4% -$3.61K
JMIA
528
Jumia Technologies
JMIA
$726M
$895K 0.02%
129,669
– –
P
529
Everpure Inc
P
$24.8B
$893K 0.02%
15,123
+1,494
+11% +$101K
ALC icon
530
Alcon
ALC
$33.1B
$890K 0.02%
11,814
+104
+0.9% +$8.3K
HSIC icon
531
Henry Schein
HSIC
$9.74B
$886K 0.02%
12,016
-905
-7% -$69.9K
MLM icon
532
Martin Marietta Materials
MLM
$33.6B
$882K 0.02%
1,498
-4
-0.3% -$2.55K
VLTO icon
533
Veralto
VLTO
$22.6B
$874K 0.02%
9,868
+10
+0.1% +$951
KKR icon
534
KKR & Co
KKR
$89.2B
$874K 0.02%
9,445
-2,310
-20% -$243K
LYB icon
535
LyondellBasell Industries
LYB
$19.5B
$870K 0.02%
10,805
-809
-7% -$48K
WCN
536
Waste Connections
WCN
$42.8B
$863K 0.02%
5,313
+33
+0.6% +$5.5K
NXDR
537
Nextdoor Holdings
NXDR
$835M
$861K 0.02%
615,126
-1,024
-0.2% -$1.78K
NXT icon
538
Nextpower Inc
NXT
$15.2B
$848K 0.02%
7,038
-442
-6% -$49K
DG icon
539
Dollar General
DG
$25.9B
$844K 0.02%
7,109
+117
+2% +$16.7K
BR icon
540
Broadridge
BR
$17.2B
$841K 0.02%
5,143
-3,078
-37% -$585K
MTB icon
541
M&T Bank
MTB
$36.2B
$831K 0.02%
4,021
+7
+0.2% +$1.51K
Q
542
Qnity Electronics Inc
Q
$28.3B
$829K 0.02%
7,183
-451
-6% -$47.9K
TWLO icon
543
Twilio
TWLO
$29.1B
$824K 0.02%
6,553
+188
+3% +$23.1K
CASY icon
544
Casey's General Stores
CASY
$31.9B
$824K 0.02%
1,132
+8
+0.7% +$5.21K
VRSN icon
545
VeriSign
VRSN
$25.3B
$820K 0.02%
3,303
-412
-11% -$98.1K
KMB icon
546
Kimberly-Clark
KMB
$36.4B
$815K 0.02%
8,340
+346
+4% +$35.4K
MKL icon
547
Markel Group
MKL
$25B
$813K 0.02%
425
-38
-8% -$77.1K
AKAM icon
548
Akamai
AKAM
$16.8B
$810K 0.02%
7,050
-177
-2% -$17.7K
SHY icon
549
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$807K 0.02%
9,774
+2,034
+26% +$168K
FICO icon
550
Fair Isaac
FICO
$28.7B
$807K 0.02%
756
-35
-4% -$48K
20 21
22
23 24

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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.