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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
CLX icon
926
Clorox
CLX
$11.6B
$237K 0.01%
2,290
-835
-27% -$94.7K
MTDR icon
927
Matador Resources
MTDR
$6.31B
$236K 0.01%
+3,731
New +$187K
ELAN icon
928
Elanco Animal Health
ELAN
$12.4B
$235K 0.01%
9,825
-271
-3% -$6.62K
LEA icon
929
Lear
LEA
$7.19B
$232K 0.01%
1,913
-60
-3% -$7.48K
EOD
930
Allspring Global Dividend Opportunity Fund
EOD
$276M
$232K 0.01%
38,806
– –
QID icon
931
ProShares UltraShort QQQ
QID
$268M
$229K 0.01%
10,100
– –
SEB icon
932
Seaboard Corp
SEB
$4.52B
$226K ﹤0.01%
40
-17
-30% -$85.2K
COO icon
933
Cooper Companies
COO
$13.7B
$226K ﹤0.01%
3,160
-121
-4% -$9.57K
POR icon
934
Portland General Electric
POR
$6.02B
$226K ﹤0.01%
+4,234
New +$218K
RSPH icon
935
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$741M
$225K ﹤0.01%
7,460
+430
+6% +$13.8K
LONA
936
LeonaBio Inc
LONA
$69.4M
$224K ﹤0.01%
21,818
– –
PBR.A icon
937
Petrobras Class A
PBR.A
$107B
$224K ﹤0.01%
+11,956
New +$177K
MOH icon
938
Molina Healthcare
MOH
$10.3B
$223K ﹤0.01%
1,676
+292
+21% +$46.5K
FNDX icon
939
Schwab Fundamental US Large Company Index ETF
FNDX
$26.4B
$223K ﹤0.01%
8,007
– –
CR icon
940
Crane Co
CR
$13.1B
$223K ﹤0.01%
1,302
+88
+7% +$16.9K
AM icon
941
Antero Midstream
AM
$10.8B
$223K ﹤0.01%
+9,763
New +$202K
GPN icon
942
Global Payments
GPN
$22.1B
$221K ﹤0.01%
3,288
-2,291
-41% -$169K
WBS icon
943
Webster Financial
WBS
$12.3B
$219K ﹤0.01%
+3,161
New +$216K
PTLC icon
944
Pacer Trendpilot US Large Cap ETF
PTLC
$3.24B
$219K ﹤0.01%
4,168
– –
HRL icon
945
Hormel Foods
HRL
$13.9B
$218K ﹤0.01%
9,636
+488
+5% +$11.7K
SGI
946
Somnigroup International
SGI
$15.1B
$217K ﹤0.01%
2,938
-90
-3% -$7.81K
H icon
947
Hyatt Hotels
H
$17.6B
$217K ﹤0.01%
1,509
-500
-25% -$79.4K
NVMI
948
Nova
NVMI
$13.9B
$217K ﹤0.01%
+499
New +$220K
FTAI icon
949
FTAI Aviation
FTAI
$22.2B
$217K ﹤0.01%
+884
New +$234K
PRI icon
950
Primerica
PRI
$9.81B
$216K ﹤0.01%
863
-24
-3% -$6.19K
36 37
38
39 40

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SCM
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AG
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ANTB
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LPPI
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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.