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Laird Norton Wetherby Trust Company Portfolio holdings

AUM $5.21B
1-Year Est. Return 31.48%
This Fund
S&P 500
This Quarter Est. Return
+20.82%
1 Year Est. Return
+31.48%
3 Year Est. Return
+88.07%
5 Year Est. Return
+97.65%
10 Year Est. Return
–
AUM
$5.21B
AUM Growth
+$622M
Cap. Flow
+$9.6M
Cap. Flow %
0.18%
Top 10 Hldgs %
33.62%
Holding
1,053
New
71
Increased
415
Reduced
477
Closed
36

Top Buys

Rank Stock Value
1
VT icon
Vanguard Total World Stock ETF
VT
+$5.1M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.84M
3
IGF icon
iShares Global Infrastructure ETF
IGF
+$4.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.77M
5
MU icon
Micron Technology
MU
+$2.44M

Top Sells

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.9M
2
MSFT icon
Microsoft
MSFT
+$2.63M
3
NVDA icon
NVIDIA
NVDA
+$2.53M
4
ABT icon
Abbott
ABT
+$2.34M
5
HON icon
Honeywell
HON
+$2.05M

Sector Composition

Rank Sector Weight
1 Technology 28.9%
2 Miscellaneous 27.74%
3 Financials 12.15%
4 Consumer Discretionary 6.03%
5 Industrials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
76
Coca-Cola
KO
$379B
$10.8M 0.21%
132,594
-1,745
-1% -$138K
TJX icon
77
TJX Companies
TJX
$145B
$10.7M 0.21%
70,913
-1,077
-1% -$170K
NVS icon
78
Novartis
NVS
$304B
$10.5M 0.2%
67,193
-2,190
-3% -$328K
GLW icon
79
Corning
GLW
$133B
$10M 0.19%
39,295
+3,674
+10% +$668K
ANET icon
80
Arista Networks
ANET
$244B
$9.91M 0.19%
58,334
-3,016
-5% -$474K
APH icon
81
Amphenol
APH
$204B
$9.71M 0.19%
109,984
-982
-0.9% -$70.8K
KB icon
82
KB Financial Group
KB
$45.2B
$9.7M 0.19%
92,433
+11,848
+15% +$1.25M
ADI icon
83
Analog Devices
ADI
$176B
$9.63M 0.19%
24,252
-559
-2% -$221K
AMGN icon
84
Amgen
AMGN
$236B
$9.6M 0.18%
26,513
-296
-1% -$101K
DELL icon
85
Dell
DELL
$339B
$9.49M 0.18%
22,003
-843
-4% -$244K
AZN icon
86
AstraZeneca
AZN
$252B
$9.45M 0.18%
49,857
-774
-2% -$146K
STX icon
87
Seagate
STX
$192B
$9.4M 0.18%
9,735
-274
-3% -$209K
HSBC icon
88
HSBC
HSBC
$367B
$9.33M 0.18%
98,141
-1,310
-1% -$120K
TEL icon
89
TE Connectivity
TEL
$60.4B
$8.79M 0.17%
43,623
-1,830
-4% -$390K
MCD icon
90
McDonald's
MCD
$181B
$8.59M 0.17%
31,793
-2,112
-6% -$606K
CMI icon
91
Cummins
CMI
$77.2B
$8.5M 0.16%
11,917
-115
-1% -$75.8K
UBS icon
92
UBS Group
UBS
$170B
$8.47M 0.16%
170,971
+4,928
+3% +$224K
RY icon
93
Royal Bank of Canada
RY
$292B
$8.45M 0.16%
40,824
-685
-2% -$127K
NEE icon
94
NextEra Energy
NEE
$174B
$8.44M 0.16%
96,188
-2,387
-2% -$216K
BNY
95
Bank of New York Mellon
BNY
$112B
$8.35M 0.16%
57,725
-2,952
-5% -$404K
RTX icon
96
RTX Corp
RTX
$271B
$8.23M 0.16%
43,397
-852
-2% -$156K
QCOM icon
97
Qualcomm
QCOM
$180B
$8.12M 0.16%
43,949
-3,797
-8% -$710K
IEMG icon
98
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$8.09M 0.16%
97,621
+3
+0% +$239
BKNG icon
99
Booking.com
BKNG
$145B
$8.08M 0.16%
45,316
-1,659
-4% -$283K
PM icon
100
Philip Morris
PM
$284B
$8.03M 0.15%
44,002
-333
-0.8% -$57.8K
2 3
4
5 6

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CFC
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Laird Norton Wetherby Trust Company's Q2 2026 Portfolio in Review

As of Q2 2026, Laird Norton Wetherby Trust Company held 1,053 positions worth $5.21B, up 14% from $4.58B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Laird Norton Wetherby Trust Company's Q2 2026 filing shows 71 new, 415 increased, 477 reduced and 36 closed positions. Its largest new stake was Dimensional Emerging Markets Sustainability Core 1 ETF: 49,725 shares worth $2.43M. The largest sale was Berkshire Hathaway Class B, an estimated $2.9M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Miscellaneous and Financials.

  • Laird Norton Wetherby Trust Company's largest Q2 2026 buy was Dimensional Emerging Markets Sustainability Core 1 ETF: 49,725 shares worth $2.43M.
  • Laird Norton Wetherby Trust Company added most to Vanguard Total World Stock ETF in Q2 2026, an estimated $5.1M increase.
  • Laird Norton Wetherby Trust Company's biggest Q2 2026 reduction was Berkshire Hathaway Class B, cutting an estimated $2.9M.
  • Laird Norton Wetherby Trust Company fully exited Coterra Energy in Q2 2026, selling an estimated $1.53M.
  • Laird Norton Wetherby Trust Company's ten largest holdings make up 34% of its $5.21B portfolio in Q2 2026.
  • Laird Norton Wetherby Trust Company opened 71 new positions and closed 36 in Q2 2026.
  • Laird Norton Wetherby Trust Company's portfolio value rose 14% quarter-over-quarter to $5.21B.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.