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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
(+727%)
Cap. Flow
+$4.18B
Cap. Flow
% of AUM
86.88%
Top 10 Holdings %
Top 10 Hldgs %
35.74%
Holding
1,021
New
956
Increased
60
Reduced
1
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$245M |
| 2 |
Microsoft
MSFT
|
+$214M |
| 3 |
NVIDIA
NVDA
|
+$201M |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$195M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$116M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
+$281K |
| 2 |
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 | |
|---|---|---|---|---|---|---|
1001
OneMain Financial
OMF
$7.47B
| $207K | ﹤0.01% |
+3,066
| New | +$186K |
|
1002
Archrock
AROC
$5.8B
| $206K | ﹤0.01% |
+7,903
| New | +$197K |
|
1003
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
| $205K | ﹤0.01% |
+3,494
| New | +$205K |
|
1004
Carpenter Technology
CRS
$28.4B
| $204K | ﹤0.01% |
+649
| New | +$195K |
|
1005
ProShares UltraShort QQQ
QID
$247M
| $204K | ﹤0.01% |
+10,100
| New | +$208K |
|
1006
Performance Food Group
PFGC
$18B
| $203K | ﹤0.01% |
+2,260
| New | +$218K |
|
|
BXMX
1007
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
| $202K | ﹤0.01% |
+13,768
| New | +$198K |
|
1008
VanEck Junior Gold Miners ETF
GDXJ
$8.46B
| $202K | ﹤0.01% |
+1,773
| New | +$183K |
|
1009
SentinelOne
S
$7.34B
| $199K | ﹤0.01% |
+13,260
| New | +$217K |
|
|
LONA
1010
LeonaBio Inc
LONA
$72.1M
| $165K | ﹤0.01% |
21,818
+11,730
| +116% | +$53.7K |
|
1011
AGNC Investment
AGNC
$12.9B
| $138K | ﹤0.01% |
+12,754
| New | +$131K |
|
|
XXI
1012
Twenty One Capital Inc
XXI
$1.58B
| $87.6K | ﹤0.01% |
+10,000
| New | +$104K |
|
1013
INmune Bio
INMB
$57.7M
| $70.2K | ﹤0.01% |
45,000
+20,000
| +80% | +$35.7K |
|
1014
Cerus
CERS
$474M
| $69.8K | ﹤0.01% |
+33,860
| New | +$58.7K |
|
1015
TMC The Metals Company
TMC
$1.98B
| $67.9K | ﹤0.01% |
+11,000
| New | +$77.3K |
|
1016
RUM Group Inc
RUM
$1.76B
| $63.2K | ﹤0.01% |
+10,000
| New | +$68.6K |
|
|
URG
1017
Ur-Energy
URG
$556M
| $37K | ﹤0.01% |
+26,625
| New | +$39.4K |
|
1018
Torrid Holdings
CURV
$260M
| $24.1K | ﹤0.01% |
+24,664
| New | +$31.5K |
|
1019
Grove Collaborative
GROV
$46.1M
| $17.6K | ﹤0.01% |
+16,000
| New | +$21.8K |
|
1020
AEON Biopharma
AEON
$13.5M
| $16.5K | ﹤0.01% |
+15,000
| New | +$14K |
|
|
1021
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.84B
| – | – |
-11,000
| Closed | -$281K |
|
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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.