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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
EIX icon
576
Edison International
EIX
$30.7B
$743K 0.02%
10,158
+229
+2% +$15.4K
SSNC icon
577
SS&C Technologies
SSNC
$17.8B
$729K 0.02%
10,784
+940
+10% +$72.3K
CLH icon
578
Clean Harbors
CLH
$16.1B
$728K 0.02%
2,538
-388
-13% -$106K
MYRG icon
579
MYR Group
MYRG
$5.9B
$727K 0.02%
2,575
-1
-0% -$260
CMS icon
580
CMS Energy
CMS
$23.1B
$720K 0.02%
9,284
+33
+0.4% +$2.45K
RJF icon
581
Raymond James Financial
RJF
$32.5B
$714K 0.02%
4,928
+124
+3% +$19.7K
GUNR icon
582
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.19B
$712K 0.02%
12,901
– –
DD icon
583
DuPont de Nemours
DD
$18.6B
$707K 0.02%
5,146
-335
-6% -$46.2K
SDY icon
584
State Street SPDR S&P Dividend ETF
SDY
$21.9B
$700K 0.02%
4,797
+285
+6% +$42.5K
CFG icon
585
Citizens Financial Group
CFG
$30.4B
$699K 0.02%
11,653
-352
-3% -$21.6K
TIMB icon
586
TIM SA
TIMB
$10.2B
$698K 0.02%
26,102
-1,742
-6% -$42.6K
OTIS icon
587
Otis Worldwide
OTIS
$27.4B
$694K 0.02%
9,000
-622
-6% -$54.4K
PODD icon
588
Insulet
PODD
$11.3B
$692K 0.02%
3,300
-62
-2% -$15.6K
FTV icon
589
Fortive
FTV
$19B
$684K 0.01%
12,371
+24
+0.2% +$1.35K
VTV icon
590
Vanguard Value ETF
VTV
$189B
$683K 0.01%
3,483
+78
+2% +$15.6K
HEI.A icon
591
HEICO Corp Class A
HEI.A
$35.4B
$681K 0.01%
3,225
+109
+3% +$26.8K
KDP icon
592
Keurig Dr Pepper
KDP
$40.4B
$679K 0.01%
25,560
-2,520
-9% -$70.6K
SR icon
593
Spire
SR
$4.92B
$673K 0.01%
7,361
-431
-6% -$37.8K
QSR icon
594
Restaurant Brands International
QSR
$25.1B
$672K 0.01%
9,022
+452
+5% +$31.7K
DIA icon
595
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$671K 0.01%
1,444
-3
-0.2% -$1.45K
ITUB icon
596
Itaú Unibanco
ITUB
$91.3B
$670K 0.01%
79,299
+1,720
+2% +$14.4K
VGT icon
597
Vanguard Information Technology ETF
VGT
$139B
$667K 0.01%
7,648
-8,848
-54% -$815K
CDW icon
598
CDW
CDW
$17.1B
$667K 0.01%
5,512
+98
+2% +$12.4K
STE icon
599
Steris
STE
$20.9B
$667K 0.01%
3,016
+104
+4% +$25.4K
CSL icon
600
Carlisle Companies
CSL
$13.6B
$663K 0.01%
1,987
-11
-0.6% -$4K
22 23
24
25 26

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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.