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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
APTV icon
876
Aptiv
APTV
$12B
$291K 0.01%
4,188
+77
+2% +$5.93K
VNQI icon
877
Vanguard Global ex-US Real Estate ETF
VNQI
$3.46B
$290K 0.01%
6,523
-2,611
-29% -$124K
IP icon
878
International Paper
IP
$22.3B
$285K 0.01%
7,988
+118
+1% +$4.9K
HMY icon
879
Harmony Gold Mining
HMY
$9.92B
$285K 0.01%
18,529
-328
-2% -$6.48K
OGS icon
880
ONE Gas
OGS
$5.05B
$282K 0.01%
3,274
-4,216
-56% -$349K
GME icon
881
GameStop
GME
$9.5B
$282K 0.01%
+12,227
New +$284K
RGA icon
882
Reinsurance Group of America
RGA
$15.7B
$280K 0.01%
1,373
-15
-1% -$3.1K
CIGI icon
883
Colliers International
CIGI
$4.98B
$280K 0.01%
2,618
– –
DEO icon
884
Diageo
DEO
$46.2B
$279K 0.01%
3,741
-2,257
-38% -$197K
SBSW icon
885
Sibanye-Stillwater
SBSW
$5.92B
$278K 0.01%
22,207
-71
-0.3% -$1.11K
ECHO
886
EchoStar
ECHO
$25.5B
$278K 0.01%
+2,375
New +$273K
WAFD icon
887
WaFd
WAFD
$2.72B
$277K 0.01%
8,826
– –
UTEN icon
888
US Treasury 10 Year Note ETF
UTEN
$287M
$277K 0.01%
6,351
-1,025
-14% -$45.2K
CRBN icon
889
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.12B
$275K 0.01%
1,233
-775
-39% -$181K
VCSH icon
890
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$274K 0.01%
+3,457
New +$275K
SM icon
891
SM Energy
SM
$7.96B
$272K 0.01%
+8,734
New +$199K
OSK icon
892
Oshkosh
OSK
$9.67B
$271K 0.01%
1,840
-1
-0.1% -$156
CRS icon
893
Carpenter Technology
CRS
$30B
$271K 0.01%
687
+38
+6% +$13.8K
VTRS icon
894
Viatris
VTRS
$20.1B
$270K 0.01%
20,011
+2,841
+17% +$39.8K
GDDY icon
895
GoDaddy
GDDY
$12.3B
$270K 0.01%
3,264
-84
-3% -$7.97K
AROC icon
896
Archrock
AROC
$6.33B
$270K 0.01%
7,749
-154
-2% -$4.92K
UI icon
897
Ubiquiti
UI
$31.8B
$269K 0.01%
+341
New +$232K
HUBS icon
898
HubSpot
HUBS
$10.5B
$268K 0.01%
1,098
+88
+9% +$24.7K
DTM icon
899
DT Midstream
DTM
$14.9B
$267K 0.01%
1,969
-721
-27% -$94K
PECO icon
900
Phillips Edison & Co
PECO
$5.48B
$266K 0.01%
7,098
+33
+0.5% +$1.23K
34 35
36
37 38

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SCM
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AG
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ANTB
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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.