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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
BCE icon
976
BCE
BCE
$22.1B
$220K ﹤0.01%
10,032
-4,789
-32% -$115K
HRL icon
977
Hormel Foods
HRL
$11.9B
$219K ﹤0.01%
8,838
-798
-8% -$17.7K
PB icon
978
Prosperity Bancshares
PB
$8.75B
$218K ﹤0.01%
+2,967
New +$206K
AFG icon
979
American Financial Group
AFG
$11.8B
$218K ﹤0.01%
+1,561
New +$207K
ENS icon
980
EnerSys
ENS
$6.56B
$218K ﹤0.01%
+930
New +$202K
NICE icon
981
Nice
NICE
$6.18B
$218K ﹤0.01%
2,395
-2,363
-50% -$229K
AGX icon
982
Argan
AGX
$5.86B
$216K ﹤0.01%
+271
New +$180K
SSD icon
983
Simpson Manufacturing
SSD
$7.42B
$216K ﹤0.01%
+1,032
New +$193K
APLD icon
984
Applied Digital
APLD
$7.5B
$216K ﹤0.01%
+5,788
New +$223K
TTC icon
985
Toro Company
TTC
$8.83B
$215K ﹤0.01%
+2,202
New +$205K
OMAB icon
986
Grupo Aeroportuario Centro Norte
OMAB
$4.81B
$215K ﹤0.01%
1,897
+51
+3% +$5.5K
IWMI
987
NEOS Russell 2000 High Income ETF
IWMI
$1.23B
$214K ﹤0.01%
+4,000
New +$205K
UTEN icon
988
US Treasury 10 Year Note ETF
UTEN
$267M
$214K ﹤0.01%
4,953
-1,398
-22% -$60.5K
FDN icon
989
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.38B
$213K ﹤0.01%
+805
New +$212K
RPM icon
990
RPM International
RPM
$13.5B
$212K ﹤0.01%
+1,905
New +$199K
SPTM icon
991
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$211K ﹤0.01%
+2,325
New +$205K
RYAAY icon
992
Ryanair
RYAAY
$28.7B
$210K ﹤0.01%
3,250
-405
-11% -$23.9K
NIE
993
Virtus Equity & Convertible Income Fund
NIE
$722M
$210K ﹤0.01%
+7,820
New +$203K
RAL
994
Ralliant Corp
RAL
$7.02B
$209K ﹤0.01%
+2,844
New +$159K
STLA icon
995
Stellantis
STLA
$16.1B
$209K ﹤0.01%
36,336
-4,736
-12% -$35K
IONQ icon
996
IonQ
IONQ
$16B
$209K ﹤0.01%
+3,916
New +$198K
PTC icon
997
PTC
PTC
$15.3B
$208K ﹤0.01%
1,835
-1,020
-36% -$138K
LSTR icon
998
Landstar System
LSTR
$6.04B
$208K ﹤0.01%
+1,006
New +$192K
IHF icon
999
iShares US Healthcare Providers ETF
IHF
$1.24B
$208K ﹤0.01%
+3,756
New +$186K
ECHO
1000
EchoStar
ECHO
$26.1B
$205K ﹤0.01%
2,024
-351
-15% -$42.9K
38 39
40
41 42

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CG
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AA
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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.