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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
KMB icon
551
Kimberly-Clark
KMB
$36.5B
$818K 0.02%
+7,994
New +$874K
ENIC icon
552
Enel Chile
ENIC
$6.28B
$815K 0.02%
+202,714
New +$781K
MTB icon
553
M&T Bank
MTB
$36.2B
$809K 0.02%
+4,014
New +$767K
TTWO icon
554
Take-Two Interactive
TTWO
$46.1B
$805K 0.02%
+3,143
New +$784K
CNC icon
555
Centene
CNC
$32.5B
$801K 0.02%
+19,465
New +$729K
DAR icon
556
Darling Ingredients
DAR
$9.44B
$801K 0.02%
+22,244
New +$753K
ADM icon
557
Archer Daniels Midland
ADM
$36.9B
$800K 0.02%
+13,916
New +$832K
MINT icon
558
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$799K 0.02%
+7,933
New +$797K
KYN icon
559
Kayne Anderson Energy Infrastructure Fund
KYN
$2.4B
$797K 0.02%
+64,411
New +$768K
TER icon
560
Teradyne
TER
$59.3B
$792K 0.02%
+4,092
New +$702K
OVV icon
561
Ovintiv
OVV
$16.4B
$792K 0.02%
+20,209
New +$783K
HEI.A icon
562
HEICO Corp Class A
HEI.A
$37.2B
$787K 0.02%
+3,116
New +$770K
KDP icon
563
Keurig Dr Pepper
KDP
$40.8B
$787K 0.02%
+28,080
New +$771K
EQNR icon
564
Equinor
EQNR
$92.4B
$786K 0.02%
+33,248
New +$784K
TAK icon
565
Takeda Pharmaceutical
TAK
$55.7B
$783K 0.02%
+50,212
New +$718K
BILI icon
566
Bilibili
BILI
$7.84B
$777K 0.02%
+31,586
New +$850K
DLN icon
567
WisdomTree US LargeCap Dividend Fund
DLN
$6.39B
$776K 0.02%
+8,812
New +$770K
BRO icon
568
Brown & Brown
BRO
$23.9B
$775K 0.02%
+9,724
New +$811K
RJF icon
569
Raymond James Financial
RJF
$34B
$771K 0.02%
+4,804
New +$776K
VALE icon
570
Vale
VALE
$62.6B
$770K 0.02%
+58,048
New +$705K
ALAB icon
571
Astera Labs
ALAB
$58B
$767K 0.02%
+4,611
New +$771K
NXPI icon
572
NXP Semiconductors
NXPI
$60.4B
$767K 0.02%
+3,516
New +$754K
IWO icon
573
iShares Russell 2000 Growth ETF
IWO
$15.1B
$763K 0.02%
+2,363
New +$769K
LYFT icon
574
Lyft
LYFT
$6.63B
$763K 0.02%
+39,393
New +$819K
MT icon
575
ArcelorMittal
MT
$55.3B
$760K 0.02%
+16,682
New +$686K
21 22
23
24 25

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VCM
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BJL
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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.