We are live on ! Find out more
LNWTC

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
LIN icon
101
Linde
LIN
$220B
$7.95M 0.15%
15,316
+207
+1% +$105K
UNP icon
102
Union Pacific
UNP
$172B
$7.93M 0.15%
29,149
-197
-0.7% -$51.7K
WDC icon
103
Western Digital
WDC
$169B
$7.71M 0.15%
12,071
-329
-3% -$160K
DE icon
104
Deere & Co
DE
$187B
$7.69M 0.15%
12,090
-79
-0.6% -$45.8K
PCAR icon
105
PACCAR
PCAR
$65.6B
$7.68M 0.15%
63,913
+532
+0.8% +$62.8K
MCK icon
106
McKesson
MCK
$106B
$7.59M 0.15%
10,028
-110
-1% -$87.2K
DIS icon
107
Walt Disney
DIS
$182B
$7.54M 0.14%
77,717
+428
+0.6% +$43.6K
PLTR icon
108
Palantir
PLTR
$419B
$7.5M 0.14%
64,290
-4,013
-6% -$547K
TMO icon
109
Thermo Fisher Scientific
TMO
$227B
$7.39M 0.14%
14,726
-391
-3% -$188K
SAN icon
110
Banco Santander
SAN
$217B
$7.34M 0.14%
531,769
+26,349
+5% +$327K
SBUX icon
111
Starbucks
SBUX
$119B
$7.25M 0.14%
70,947
-1,702
-2% -$171K
SPGI icon
112
S&P Global
SPGI
$131B
$7.22M 0.14%
17,732
-951
-5% -$402K
TT icon
113
Trane Technologies
TT
$98.5B
$7.22M 0.14%
14,703
+668
+5% +$312K
SNDK
114
Sandisk
SNDK
$255B
$7.19M 0.14%
3,162
+52
+2% +$74.2K
WF icon
115
Woori Financial
WF
$18.4B
$7.13M 0.14%
124,166
+24,262
+24% +$1.57M
MMM icon
116
3M
MMM
$86.9B
$7.01M 0.13%
43,311
-260
-0.6% -$39.4K
JCI icon
117
Johnson Controls International
JCI
$87.8B
$6.98M 0.13%
47,631
-1,907
-4% -$269K
MRVL icon
118
Marvell Technology
MRVL
$201B
$6.86M 0.13%
23,037
+1,225
+6% +$246K
C icon
119
Citigroup
C
$231B
$6.78M 0.13%
48,472
-2,207
-4% -$287K
VUG icon
120
Vanguard Morningstar Growth ETF
VUG
$228B
$6.75M 0.13%
78,314
+21,392
+38% +$1.8M
ECL icon
121
Ecolab
ECL
$78.3B
$6.62M 0.13%
23,694
+404
+2% +$106K
TDG icon
122
TransDigm Group
TDG
$64.2B
$6.44M 0.12%
4,832
-27
-0.6% -$33.2K
IBN icon
123
ICICI Bank
IBN
$109B
$6.41M 0.12%
220,920
+10,595
+5% +$286K
WFC icon
124
Wells Fargo
WFC
$272B
$6.35M 0.12%
76,868
-978
-1% -$78.6K
MDY icon
125
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
$6.33M 0.12%
8,972
-354
-4% -$237K
3 4
5
6 7

Similar funds

SFG
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
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
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.