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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
FMS icon
826
Fresenius Medical Care
FMS
$13.2B
$348K 0.01%
15,425
+750
+5% +$17.2K
SCI icon
827
Service Corp International
SCI
$11.4B
$347K 0.01%
4,210
-634
-13% -$51.2K
NWSA icon
828
News Corp Class A
NWSA
$14.5B
$345K 0.01%
13,797
+17
+0.1% +$422
PNW icon
829
Pinnacle West Capital
PNW
$12.9B
$344K 0.01%
3,410
+144
+4% +$13.9K
NYT icon
830
New York Times
NYT
$11.6B
$343K 0.01%
4,098
+39
+1% +$2.95K
ANGX
831
Angel Studios
ANGX
$755M
$343K 0.01%
112,456
– –
ASTS icon
832
AST SpaceMobile
ASTS
$16.8B
$343K 0.01%
+4,135
New +$390K
BLV icon
833
Vanguard Long-Term Bond ETF
BLV
$5.75B
$343K 0.01%
+4,980
New +$348K
EVR icon
834
Evercore
EVR
$13.1B
$341K 0.01%
1,143
-29
-2% -$9.5K
TSN icon
835
Tyson Foods
TSN
$20.2B
$341K 0.01%
5,317
-401
-7% -$24.9K
DFIV icon
836
Dimensional International Value ETF
DFIV
$20.7B
$340K 0.01%
6,443
– –
PBF icon
837
PBF Energy
PBF
$7.29B
$336K 0.01%
+7,061
New +$265K
CAG icon
838
Conagra Brands
CAG
$7.07B
$334K 0.01%
21,250
+1,530
+8% +$27K
VICI icon
839
VICI Properties
VICI
$29.4B
$334K 0.01%
12,006
-701
-6% -$20.1K
ZTO icon
840
ZTO Express
ZTO
$18.2B
$333K 0.01%
13,236
+1,387
+12% +$32.5K
AL
841
DELISTED
Air Lease Corp
AL
$332K 0.01%
5,101
+307
+6% +$19.8K
HTHT icon
842
Huazhu Hotels Group
HTHT
$12.4B
$332K 0.01%
6,607
+1,043
+19% +$53.2K
POWI icon
843
Power Integrations
POWI
$3.54B
$330K 0.01%
6,444
-25
-0.4% -$1.15K
IBIT icon
844
iShares Bitcoin Trust
IBIT
$47.2B
$328K 0.01%
8,530
+1,900
+29% +$82.3K
ENPH icon
845
Enphase Energy
ENPH
$4.84B
$325K 0.01%
8,601
+1,084
+14% +$45K
TOL icon
846
Toll Brothers
TOL
$14B
$324K 0.01%
2,374
-11
-0.5% -$1.61K
TW icon
847
Tradeweb Markets
TW
$21.3B
$323K 0.01%
2,748
+168
+7% +$19.2K
KOF icon
848
Coca-Cola Femsa
KOF
$21.6B
$323K 0.01%
3,314
+153
+5% +$15.8K
DEMZ icon
849
The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF
DEMZ
$64.8M
$321K 0.01%
7,990
-47
-0.6% -$1.99K
AMG icon
850
Affiliated Managers Group
AMG
$9.46B
$320K 0.01%
1,158
+3
+0.3% +$904
32 33
34
35 36

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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.