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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
+6.92%
1 Year Est. Return
+30.77%
3 Year Est. Return
+70.21%
5 Year Est. Return
+78.59%
10 Year Est. Return
–
AUM
$582M
AUM Growth
-$146M
Cap. Flow
-$185M
Cap. Flow %
-31.87%
Top 10 Hldgs %
69.05%
Holding
73
New
4
Increased
7
Reduced
17
Closed
8

Top Buys

Rank Stock Value
1
INTU icon
Intuit
INTU
+$8.07M
2
BWIN
Baldwin Insurance Group
BWIN
+$2.33M
3
VT icon
Vanguard Total World Stock ETF
VT
+$1.39M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$933K
5
ANGX
Angel Studios
ANGX
+$895K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$169M
2
AMZN icon
Amazon
AMZN
+$7.31M
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$6.78M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.77M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.78M

Sector Composition

Rank Sector Weight
1 Technology 39.46%
2 Financials 5.49%
3 Consumer Discretionary 2.97%
4 Communication Services 2.53%
5 Energy 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANGX
51
Angel Studios
ANGX
$801M
$653K 0.11%
+112,456
New +$895K
WIT icon
52
Wipro
WIT
$20B
$605K 0.1%
230,041
+11,164
+5% +$31.4K
BNDX icon
53
Vanguard Total International Bond ETF
BNDX
$82.2B
$598K 0.1%
12,083
– –
VZ icon
54
Verizon
VZ
$196B
$540K 0.09%
12,294
-4,731
-28% -$205K
FITB
55
Fifth Third Bancorp
FITB
$51.8B
$530K 0.09%
11,795
– –
DBC icon
56
Invesco DB Commodity Index Tracking Fund
DBC
$1.66B
$467K 0.08%
20,714
– –
RELY icon
57
Remitly
RELY
$5.14B
$455K 0.08%
27,901
-77,389
-74% -$1.39M
DBX icon
58
Dropbox
DBX
$8.12B
$433K 0.07%
14,336
– –
IX icon
59
ORIX
IX
$43.5B
$350K 0.06%
13,400
– –
SCHR
60
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$321K 0.06%
+12,756
New +$319K
EMLC icon
61
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.84B
$281K 0.05%
+11,000
New +$278K
HLN icon
62
Haleon
HLN
$44.2B
$224K 0.04%
24,951
-14,091
-36% -$136K
LPL icon
63
LG Display
LPL
$3.3B
$132K 0.02%
25,339
-11,752
-32% -$48.8K
INMB icon
64
INmune Bio
INMB
$57.7M
$51.8K 0.01%
25,000
-12,000
-32% -$27.5K
LONA
65
LeonaBio Inc
LONA
$72.1M
$41.8K 0.01%
10,088
-2,643
-21% -$10.4K
BIL icon
66
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
– –
-19,074
Closed -$1.75M
F icon
67
Ford
F
$55.7B
– –
-10,000
Closed -$109K
GWH icon
68
ESS Tech
GWH
$18.9M
– –
-21,184
Closed -$28.2K
NVNO
69
enVVeno Medical
NVNO
$7.08M
– –
-714
Closed -$99.8K
PL icon
70
Planet Labs
PL
$8.53B
– –
-40,148
Closed -$245K
RDFN
71
DELISTED
Redfin
RDFN
– –
-55,500
Closed -$621K
SAN icon
72
Banco Santander
SAN
$210B
– –
-13,082
Closed -$109K
VGSH icon
73
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
– –
-13,039
Closed -$766K
1 2
3

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SCM
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SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
VCM
Voleon Capital Management Berkeley, California $4.64B AUM 38.78% 1-Year Est. Return
BJL
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ACM
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ASC
Atalanta Sosnoff Capital New York $4.66B AUM 41.34% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Laird Norton Wetherby Trust Company's Q3 2025 Portfolio in Review

As of Q3 2025, Laird Norton Wetherby Trust Company held 73 positions worth $582M, down 20% from $728M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Laird Norton Wetherby Trust Company withdrew a net $185M in Q3 2025, closing 8 positions and reducing 17 holdings. Its most notable exit was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $1.75M position sold in full.

By sector, the portfolio is most concentrated in Technology at 39% of assets, down from 52% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Laird Norton Wetherby Trust Company opened a new position in Intuit worth $7.65M.

  • Laird Norton Wetherby Trust Company's largest Q3 2025 buy was Intuit: 11,200 shares worth $7.65M.
  • Laird Norton Wetherby Trust Company added most to Baldwin Insurance Group in Q3 2025, an estimated $2.33M increase.
  • Laird Norton Wetherby Trust Company's biggest Q3 2025 reduction was Microsoft, cutting an estimated $169M.
  • Laird Norton Wetherby Trust Company fully exited State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025, selling an estimated $1.75M.
  • Laird Norton Wetherby Trust Company's ten largest holdings make up 69% of its $582M portfolio in Q3 2025.
  • Laird Norton Wetherby Trust Company opened 4 new positions and closed 8 in Q3 2025.
  • Laird Norton Wetherby Trust Company's portfolio value fell 20% quarter-over-quarter to $582M.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.