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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
CAT icon
51
Caterpillar
CAT
$405B
$14.7M 0.32%
20,820
-156
-0.7% -$108K
MU icon
52
Micron Technology
MU
$959B
$14.6M 0.32%
43,307
-533
-1% -$209K
PG icon
53
Procter & Gamble
PG
$349B
$14.6M 0.32%
101,118
-11,467
-10% -$1.74M
CSCO icon
54
Cisco
CSCO
$441B
$14.6M 0.32%
187,923
+6,691
+4% +$524K
IVV icon
55
iShares Core S&P 500 ETF
IVV
$881B
$14.1M 0.31%
21,557
+790
+4% +$539K
ORCL icon
56
Oracle
ORCL
$364B
$14M 0.31%
95,437
-2,531
-3% -$411K
LRCX icon
57
Lam Research
LRCX
$392B
$13.7M 0.3%
64,251
+4,407
+7% +$985K
IVE icon
58
iShares S&P 500 Value ETF
IVE
$48.8B
$13.6M 0.3%
64,177
-491
-0.8% -$106K
GE icon
59
GE Aerospace
GE
$364B
$13.1M 0.29%
46,113
-919
-2% -$289K
MRK icon
60
Merck
MRK
$315B
$12.5M 0.27%
103,050
-26,308
-20% -$3.04M
AGG icon
61
iShares Core US Aggregate Bond ETF
AGG
$139B
$11.8M 0.26%
119,036
+60,183
+102% +$6.02M
INTU icon
62
Intuit
INTU
$79.6B
$11.7M 0.26%
27,121
-1,164
-4% -$555K
TJX icon
63
TJX Companies
TJX
$171B
$11.5M 0.25%
71,990
+316
+0.4% +$49.2K
GEV icon
64
GE Vernova
GEV
$284B
$11.4M 0.25%
13,103
+23
+0.2% +$17.9K
NVS icon
65
Novartis
NVS
$293B
$10.6M 0.23%
69,383
+271
+0.4% +$41.5K
MCD icon
66
McDonald's
MCD
$190B
$10.5M 0.23%
33,905
-2,798
-8% -$891K
KO icon
67
Coca-Cola
KO
$351B
$10.3M 0.22%
134,339
-61
-0% -$4.61K
AXP icon
68
American Express
AXP
$242B
$10M 0.22%
33,161
-1,189
-3% -$399K
MS icon
69
Morgan Stanley
MS
$339B
$9.99M 0.22%
60,722
+438
+0.7% +$75.8K
PLTR icon
70
Palantir
PLTR
$317B
$9.99M 0.22%
68,303
+1,711
+3% +$262K
AZN icon
71
AstraZeneca
AZN
$262B
$9.99M 0.22%
50,631
-228
-0.4% -$44K
IWM icon
72
iShares Russell 2000 ETF
IWM
$82.2B
$9.92M 0.22%
39,995
+5,219
+15% +$1.35M
TEL icon
73
TE Connectivity
TEL
$59.3B
$9.5M 0.21%
45,453
-6,129
-12% -$1.35M
AMGN icon
74
Amgen
AMGN
$198B
$9.43M 0.21%
26,809
-449
-2% -$160K
ETN icon
75
Eaton
ETN
$155B
$9.2M 0.2%
25,713
-723
-3% -$257K
1 2
3
4 5

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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.