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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
UAL icon
651
United Airlines
UAL
$38.4B
$564K 0.01%
6,129
-274
-4% -$28.7K
ELPC icon
652
Copel
ELPC
$8.49B
$563K 0.01%
45,925
+491
+1% +$5.22K
INDA icon
653
iShares MSCI India ETF
INDA
$6.71B
$563K 0.01%
12,019
– –
BSAC icon
654
Banco Santander Chile
BSAC
$15.8B
$561K 0.01%
16,807
-254
-1% -$8.58K
HMC icon
655
Honda
HMC
$36.5B
$561K 0.01%
23,085
-9,912
-30% -$287K
CIG icon
656
CEMIG Preferred Shares
CIG
$6.09B
$558K 0.01%
233,532
+1,277
+0.5% +$2.81K
VIPS icon
657
Vipshop
VIPS
$6.84B
$554K 0.01%
35,255
+289
+0.8% +$4.91K
CW icon
658
Curtiss-Wright
CW
$27.7B
$553K 0.01%
811
+29
+4% +$19.3K
LUV icon
659
Southwest Airlines
LUV
$22.1B
$552K 0.01%
14,631
-679
-4% -$30.7K
CNC icon
660
Centene
CNC
$31.3B
$551K 0.01%
16,833
-2,632
-14% -$108K
CNP icon
661
CenterPoint Energy
CNP
$29.1B
$550K 0.01%
12,735
+639
+5% +$26.4K
SSL icon
662
Sasol
SSL
$7.58B
$550K 0.01%
42,405
-954
-2% -$8.33K
DOW icon
663
Dow Inc
DOW
$21.6B
$548K 0.01%
13,159
-582
-4% -$18.5K
GGG icon
664
Graco
GGG
$12.9B
$545K 0.01%
6,443
+253
+4% +$22.4K
INSM icon
665
Insmed
INSM
$23.2B
$545K 0.01%
3,335
+921
+38% +$142K
AMLP icon
666
Alerian MLP ETF
AMLP
$13B
$543K 0.01%
10,321
– –
LPLA icon
667
LPL Financial
LPLA
$26.3B
$541K 0.01%
1,800
-66
-4% -$22.1K
MAS icon
668
Masco
MAS
$16B
$540K 0.01%
8,943
-257
-3% -$17.4K
JLL icon
669
Jones Lang LaSalle
JLL
$15.1B
$539K 0.01%
1,771
-30
-2% -$9.69K
RS icon
670
Reliance Steel & Aluminium
RS
$20.8B
$537K 0.01%
1,767
+95
+6% +$30.2K
IBKR icon
671
Interactive Brokers
IBKR
$40.9B
$536K 0.01%
7,986
+369
+5% +$26.3K
PCG icon
672
PG&E
PCG
$47.8B
$535K 0.01%
30,379
+896
+3% +$15.2K
STZ icon
673
Constellation Brands
STZ
$22.2B
$535K 0.01%
3,567
+14
+0.4% +$2.16K
TOTL icon
674
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.11B
$533K 0.01%
13,407
+620
+5% +$24.9K
WTW icon
675
Willis Towers Watson
WTW
$27.9B
$531K 0.01%
1,822
-105
-5% -$32.2K
25 26
27
28 29

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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.