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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
+20.16%
1 Year Est. Return
+30.77%
3 Year Est. Return
+70.21%
5 Year Est. Return
+78.59%
10 Year Est. Return
–
AUM
$728M
AUM Growth
+$106M
Cap. Flow
-$7.86M
Cap. Flow %
-1.08%
Top 10 Hldgs %
77.19%
Holding
69
New
2
Increased
9
Reduced
13
Closed
–

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.79M
2
VZ icon
Verizon
VZ
+$737K
3
PHYS icon
Sprott Physical Gold
PHYS
+$562K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$505K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$396K

Top Sells

Rank Stock Value
1
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$9.33M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.1M
3
ABT icon
Abbott
ABT
+$1.55M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.24M
5
MSFT icon
Microsoft
MSFT
+$1.17M

Sector Composition

Rank Sector Weight
1 Technology 51.58%
2 Financials 3.83%
3 Consumer Discretionary 3.2%
4 Communication Services 1.6%
5 Healthcare 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGSH icon
51
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$766K 0.11%
13,039
+3,039
+30% +$178K
VZ icon
52
Verizon
VZ
$195B
$737K 0.1%
+17,025
New +$737K
WIT icon
53
Wipro
WIT
$19.8B
$661K 0.09%
218,877
-7,205
-3% -$20.9K
RDFN
54
DELISTED
Redfin
RDFN
$621K 0.09%
55,500
-750
-1% -$7.36K
BNDX icon
55
Vanguard Total International Bond ETF
BNDX
$82.2B
$598K 0.08%
12,083
-4,077
-25% -$201K
FITB
56
Fifth Third Bancorp
FITB
$51.9B
$489K 0.07%
11,795
– –
JMIA
57
Jumia Technologies
JMIA
$754M
$468K 0.06%
116,325
– –
DBC icon
58
Invesco DB Commodity Index Tracking Fund
DBC
$1.67B
$452K 0.06%
20,714
– –
DBX icon
59
Dropbox
DBX
$8.09B
$410K 0.06%
14,336
– –
HLN icon
60
Haleon
HLN
$44.1B
$405K 0.06%
39,042
+8,939
+30% +$94.3K
IX icon
61
ORIX
IX
$43.4B
$302K 0.04%
13,400
– –
PL icon
62
Planet Labs
PL
$8.54B
$245K 0.03%
40,148
– –
LPL icon
63
LG Display
LPL
$3.25B
$127K 0.02%
37,091
-17,197
-32% -$53.1K
SAN icon
64
Banco Santander
SAN
$210B
$109K 0.01%
13,082
– –
F icon
65
Ford
F
$56B
$109K 0.01%
10,000
– –
NVNO
66
enVVeno Medical
NVNO
$7.44M
$99.8K 0.01%
714
– –
INMB icon
67
INmune Bio
INMB
$55.3M
$85.5K 0.01%
37,000
+400
+1% +$2.94K
LONA
68
LeonaBio Inc
LONA
$73.5M
$38.4K 0.01%
12,731
– –
GWH icon
69
ESS Tech
GWH
$19.6M
$28.2K ﹤0.01%
21,184
– –
1 2
3

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VCM
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BJL
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ACM
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ASC
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MA
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Laird Norton Wetherby Trust Company's Q2 2025 Portfolio in Review

As of Q2 2025, Laird Norton Wetherby Trust Company held 69 positions worth $728M, up 17% from $622M the previous quarter. Its ten largest holdings account for 77% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 2.9%. Laird Norton Wetherby Trust Company opened 2 new positions and made no exits, leaving the 69-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 52% of assets, up from 47% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Laird Norton Wetherby Trust Company's largest Q2 2025 buy was Berkshire Hathaway Class B: 11,404 shares worth $5.54M.
  • Laird Norton Wetherby Trust Company added most to Sprott Physical Gold in Q2 2025, an estimated $562K increase.
  • Laird Norton Wetherby Trust Company's biggest Q2 2025 reduction was Vanguard FTSE All-World ex-US ETF, cutting an estimated $9.33M.
  • Laird Norton Wetherby Trust Company's ten largest holdings make up 77% of its $728M portfolio in Q2 2025.
  • Laird Norton Wetherby Trust Company opened 2 new positions and closed 0 in Q2 2025.
  • Laird Norton Wetherby Trust Company's portfolio value rose 17% quarter-over-quarter to $728M.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.