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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
DKS icon
626
Dick's Sporting Goods
DKS
$18.4B
$608K 0.01%
3,048
+1,939
+175% +$394K
ALLE icon
627
Allegion
ALLE
$13B
$606K 0.01%
4,174
+439
+12% +$70K
NU icon
628
Nu Holdings
NU
$68.1B
$606K 0.01%
42,199
-139,035
-77% -$2.25M
HOOD icon
629
Robinhood
HOOD
$85.2B
$606K 0.01%
8,750
-1,889
-18% -$166K
HOLX
630
DELISTED
Hologic
HOLX
$605K 0.01%
7,998
+109
+1% +$8.2K
ZION icon
631
Zions Bancorporation
ZION
$10.1B
$604K 0.01%
10,482
+1,874
+22% +$110K
CHTR icon
632
Charter Communications
CHTR
$14.7B
$604K 0.01%
2,796
+78
+3% +$16.9K
RKLB icon
633
Rocket Lab Corp
RKLB
$39.9B
$602K 0.01%
9,378
-37,947
-80% -$2.86M
INGR icon
634
Ingredion
INGR
$6.38B
$602K 0.01%
5,340
-583
-10% -$66.9K
TAL icon
635
TAL Education Group
TAL
$5.71B
$597K 0.01%
52,470
-134
-0.3% -$1.51K
FMX icon
636
Fomento Económico Mexicano
FMX
$43.3B
$596K 0.01%
5,362
+150
+3% +$16.1K
MELI icon
637
Mercado Libre
MELI
$91.3B
$595K 0.01%
344
-122
-26% -$235K
UTHR icon
638
United Therapeutics
UTHR
$26.3B
$595K 0.01%
1,003
+19
+2% +$9.46K
VSS icon
639
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$594K 0.01%
4,076
– –
PBA icon
640
Pembina Pipeline
PBA
$29.9B
$592K 0.01%
13,231
+790
+6% +$33.5K
UGI icon
641
UGI
UGI
$8B
$590K 0.01%
16,042
+768
+5% +$28.9K
IEX icon
642
IDEX
IEX
$16.5B
$590K 0.01%
3,113
-1,979
-39% -$391K
LYV icon
643
Live Nation Entertainment
LYV
$41.2B
$587K 0.01%
3,851
+44
+1% +$6.66K
SNOW icon
644
Snowflake
SNOW
$92.9B
$581K 0.01%
3,855
+98
+3% +$18.1K
VEEV icon
645
Veeva Systems
VEEV
$30.3B
$580K 0.01%
3,304
-1,401
-30% -$275K
FLR icon
646
Fluor
FLR
$7.29B
$575K 0.01%
12,326
-14,406
-54% -$671K
PUK icon
647
Prudential
PUK
$36.5B
$573K 0.01%
19,891
+1,056
+6% +$32.5K
HUM icon
648
Humana
HUM
$46.7B
$570K 0.01%
3,273
-922
-22% -$189K
J icon
649
Jacobs Solutions
J
$15.9B
$569K 0.01%
4,472
-240
-5% -$32.6K
LI icon
650
Li Auto
LI
$12.6B
$568K 0.01%
31,858
+7,172
+29% +$125K
24 25
26
27 28

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SCM
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SCM
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AG
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ANTB
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DWM
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LPPI
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VCM
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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.