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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
DPZ icon
1026
Domino's
DPZ
$11.3B
– –
-742
Closed -$266K
ENPH icon
1027
Enphase Energy
ENPH
$4.81B
– –
-8,601
Closed -$325K
FIVE icon
1028
Five Below
FIVE
$13.9B
– –
-1,071
Closed -$245K
FMC icon
1029
FMC
FMC
$1.62B
– –
-25,494
Closed -$441K
FNF icon
1030
Fidelity National Financial
FNF
$12.3B
– –
-4,401
Closed -$204K
GDXJ icon
1031
VanEck Junior Gold Miners ETF
GDXJ
$9.72B
– –
-1,710
Closed -$205K
GME icon
1032
GameStop
GME
$8.6B
– –
-12,227
Closed -$282K
GRAB icon
1033
Grab
GRAB
$14B
– –
-66,829
Closed -$245K
HOLX
1034
DELISTED
Hologic
HOLX
– –
-7,998
Closed -$605K
IBIT icon
1035
iShares Bitcoin Trust
IBIT
$61.8B
– –
-8,530
Closed -$328K
IHI icon
1036
iShares US Medical Devices ETF
IHI
$3.43B
– –
-4,032
Closed -$215K
NXDR
1037
Nextdoor Holdings
NXDR
$867M
– –
-615,126
Closed -$861K
MTDR icon
1038
Matador Resources
MTDR
$7.32B
– –
-3,731
Closed -$236K
PBR.A icon
1039
Petrobras Class A
PBR.A
$118B
– –
-11,956
Closed -$224K
PCOR icon
1040
Procore
PCOR
$8.81B
– –
-6,368
Closed -$363K
SBSW icon
1041
Sibanye-Stillwater
SBSW
$9.05B
– –
-22,207
Closed -$278K
SEB icon
1042
Seaboard Corp
SEB
$4.14B
– –
-40
Closed -$226K
STN icon
1043
Stantec
STN
$8.26B
– –
-5,074
Closed -$439K
SUZ icon
1044
Suzano
SUZ
$11.3B
– –
-35,387
Closed -$354K
TRMB icon
1045
Trimble
TRMB
$13.9B
– –
-5,783
Closed -$377K
UHS icon
1046
Universal Health Services
UHS
$10B
– –
-1,183
Closed -$212K
UI icon
1047
Ubiquiti
UI
$35.1B
– –
-341
Closed -$269K
VCSH icon
1048
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
– –
-3,457
Closed -$274K
VNQI icon
1049
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
– –
-6,523
Closed -$290K
WAFD icon
1050
WaFd
WAFD
$2.69B
– –
-8,826
Closed -$277K
39 40 41
42
43

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SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
CFC
Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return
DWM
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EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

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.