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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
NEE icon
76
NextEra Energy
NEE
$185B
$9.16M 0.2%
98,575
-5,811
-6% -$517K
MCK icon
77
McKesson
MCK
$98.5B
$8.78M 0.19%
10,138
+1,120
+12% +$1,000K
UNH icon
78
UnitedHealth
UNH
$387B
$8.56M 0.19%
31,641
-4,264
-12% -$1.27M
RTX icon
79
RTX Corp
RTX
$261B
$8.54M 0.19%
44,249
-3,441
-7% -$684K
HSBC icon
80
HSBC
HSBC
$345B
$8.43M 0.18%
99,451
+1,941
+2% +$164K
PEP icon
81
PepsiCo
PEP
$187B
$8.24M 0.18%
53,079
-7,013
-12% -$1.09M
KB icon
82
KB Financial Group
KB
$42.3B
$8.12M 0.18%
80,585
+3,412
+4% +$343K
CRM icon
83
Salesforce
CRM
$140B
$7.99M 0.17%
42,820
-2,495
-6% -$517K
SPGI icon
84
S&P Global
SPGI
$133B
$7.95M 0.17%
18,683
-1,241
-6% -$576K
BKNG icon
85
Booking.com
BKNG
$141B
$7.91M 0.17%
46,975
-5,025
-10% -$925K
KLAC icon
86
KLA
KLAC
$278B
$7.91M 0.17%
53,690
+430
+0.8% +$62.9K
ADI icon
87
Analog Devices
ADI
$183B
$7.89M 0.17%
24,811
-2,695
-10% -$857K
ANET icon
88
Arista Networks
ANET
$212B
$7.53M 0.16%
61,350
-1,201
-2% -$161K
LIN icon
89
Linde
LIN
$237B
$7.49M 0.16%
15,109
-1,387
-8% -$654K
DIS icon
90
Walt Disney
DIS
$170B
$7.45M 0.16%
77,289
-3,216
-4% -$340K
TMO icon
91
Thermo Fisher Scientific
TMO
$198B
$7.44M 0.16%
15,117
-808
-5% -$439K
PM icon
92
Philip Morris
PM
$301B
$7.4M 0.16%
44,335
-344
-0.8% -$59.8K
IJH icon
93
iShares Core S&P Mid-Cap ETF
IJH
$122B
$7.36M 0.16%
108,997
-14,322
-12% -$994K
PCAR icon
94
PACCAR
PCAR
$66.4B
$7.32M 0.16%
63,381
+8,494
+15% +$1.03M
BNY
95
Bank of New York Mellon
BNY
$108B
$7.2M 0.16%
60,677
+843
+1% +$100K
IWF icon
96
iShares Russell 1000 Growth ETF
IWF
$123B
$7.2M 0.16%
67,516
-2,212
-3% -$251K
UNP icon
97
Union Pacific
UNP
$179B
$7.12M 0.16%
29,346
-2,174
-7% -$532K
APH icon
98
Amphenol
APH
$186B
$7.02M 0.15%
55,483
-2,099
-4% -$295K
TXN icon
99
Texas Instruments
TXN
$258B
$7.02M 0.15%
36,142
+664
+2% +$134K
DE icon
100
Deere & Co
DE
$161B
$6.87M 0.15%
12,169
-9
-0.1% -$5.08K
2 3
4
5 6

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SCM
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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.