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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
+3.69%
1 Year Est. Return
+30.77%
3 Year Est. Return
+70.21%
5 Year Est. Return
+78.59%
10 Year Est. Return
–
AUM
$4.81B
AUM Growth
+$4.23B
Cap. Flow
+$4.18B
Cap. Flow %
86.88%
Top 10 Hldgs %
35.74%
Holding
1,021
New
956
Increased
60
Reduced
1
Closed
1

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$245M
2
MSFT icon
Microsoft
MSFT
+$214M
3
NVDA icon
NVIDIA
NVDA
+$201M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$195M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$116M

Top Sells

Rank Stock Value
1
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$281K
2
ANIX icon
Anixa Biosciences
ANIX
+$37.7K

Sector Composition

Rank Sector Weight
1 Technology 28.72%
2 Financials 13.38%
3 Consumer Discretionary 7.09%
4 Healthcare 7.03%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWJ icon
876
iShares MSCI Japan ETF
EWJ
$23B
$311K 0.01%
+3,857
New +$317K
WTFC icon
877
Wintrust Financial
WTFC
$10.7B
$311K 0.01%
+2,221
New +$295K
BSY icon
878
Bentley Systems
BSY
$10.6B
$310K 0.01%
+8,127
New +$370K
IP icon
879
International Paper
IP
$22B
$310K 0.01%
+7,870
New +$324K
AL
880
DELISTED
Air Lease Corp
AL
$309K 0.01%
+4,794
New +$306K
TEAM icon
881
Atlassian
TEAM
$37.8B
$308K 0.01%
+1,902
New +$298K
VOYA icon
882
Voya Financial
VOYA
$9.19B
$306K 0.01%
+4,113
New +$300K
ERIC icon
883
Ericsson
ERIC
$33.3B
$306K 0.01%
+31,735
New +$301K
WEX icon
884
WEX
WEX
$6.31B
$306K 0.01%
+2,055
New +$310K
ALK icon
885
Alaska Air
ALK
$5.58B
$306K 0.01%
+6,083
New +$281K
RKT icon
886
Rocket Companies
RKT
$38.9B
$305K 0.01%
+15,764
New +$282K
XLY icon
887
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.2B
$304K 0.01%
+2,544
New +$302K
PKG icon
888
Packaging Corp of America
PKG
$22.8B
$303K 0.01%
+1,462
New +$297K
RCI icon
889
Rogers Communications
RCI
$18.6B
$303K 0.01%
+7,943
New +$298K
ITT icon
890
ITT
ITT
$19.1B
$301K 0.01%
+1,735
New +$311K
SFM icon
891
Sprouts Farmers Market
SFM
$8.01B
$301K 0.01%
+3,775
New +$339K
KOF icon
892
Coca-Cola Femsa
KOF
$23.2B
$299K 0.01%
+3,161
New +$279K
BPOP icon
893
Popular Inc
BPOP
$11.1B
$294K 0.01%
+2,345
New +$277K
BEKE icon
894
KE Holdings
BEKE
$18.8B
$292K 0.01%
+18,532
New +$318K
PNW icon
895
Pinnacle West Capital
PNW
$12.2B
$290K 0.01%
+3,266
New +$293K
DINO icon
896
HF Sinclair
DINO
$14.5B
$289K 0.01%
+6,280
New +$324K
XLF icon
897
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$289K 0.01%
+5,274
New +$281K
SCHA icon
898
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$288K 0.01%
+10,107
New +$285K
NFG icon
899
National Fuel Gas
NFG
$7.65B
$287K 0.01%
+3,563
New +$294K
MEOH icon
900
Methanex
MEOH
$4.12B
$287K 0.01%
+7,217
New +$268K
34 35
36
37 38

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SCM
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SCM
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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 Q4 2025 Portfolio in Review

As of Q4 2025, Laird Norton Wetherby Trust Company held 1,021 positions worth $4.81B, up 727% from $582M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Laird Norton Wetherby Trust Company deployed $4.18B of net new capital in Q4 2025, opening 956 new positions and adding to 60 existing holdings. Its largest new stake was Berkshire Hathaway Class A: 156 shares worth $118M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 39% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Anixa Biosciences, an estimated $37.7K trimmed.

  • Laird Norton Wetherby Trust Company's largest Q4 2025 buy was Berkshire Hathaway Class A: 156 shares worth $118M.
  • Laird Norton Wetherby Trust Company added most to Apple in Q4 2025, an estimated $245M increase.
  • Laird Norton Wetherby Trust Company's biggest Q4 2025 reduction was Anixa Biosciences, cutting an estimated $37.7K.
  • Laird Norton Wetherby Trust Company fully exited VanEck JP Morgan EM Local Currency Bond ETF in Q4 2025, selling an estimated $281K.
  • Laird Norton Wetherby Trust Company's ten largest holdings make up 36% of its $4.81B portfolio in Q4 2025.
  • Laird Norton Wetherby Trust Company opened 956 new positions and closed 1 in Q4 2025.
  • Laird Norton Wetherby Trust Company's portfolio value rose 727% quarter-over-quarter to $4.81B.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q4 2025, filed 17 Feb 2026.