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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
LOW icon
101
Lowe's Companies
LOW
$117B
$6.84M 0.15%
28,963
+511
+2% +$133K
IEMG icon
102
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$6.81M 0.15%
97,618
-22
-0% -$1.59K
WF icon
103
Woori Financial
WF
$15.1B
$6.8M 0.15%
99,904
+6,001
+6% +$404K
RY icon
104
Royal Bank of Canada
RY
$299B
$6.72M 0.15%
41,509
+856
+2% +$143K
TM icon
105
Toyota
TM
$210B
$6.7M 0.15%
32,529
-230
-0.7% -$52K
GILD icon
106
Gilead Sciences
GILD
$167B
$6.65M 0.15%
47,683
+4
+0% +$560
SHEL icon
107
Shell
SHEL
$242B
$6.55M 0.14%
70,427
-396
-0.6% -$32K
SBUX icon
108
Starbucks
SBUX
$120B
$6.51M 0.14%
72,649
-4,758
-6% -$450K
JCI icon
109
Johnson Controls International
JCI
$85.7B
$6.51M 0.14%
49,538
-5,436
-10% -$702K
UBS icon
110
UBS Group
UBS
$173B
$6.49M 0.14%
166,043
-7,241
-4% -$310K
CMI icon
111
Cummins
CMI
$89.5B
$6.47M 0.14%
12,032
-677
-5% -$383K
VZ icon
112
Verizon
VZ
$182B
$6.43M 0.14%
128,054
-6,586
-5% -$305K
ASX icon
113
ASE Group
ASX
$84.3B
$6.41M 0.14%
295,542
+5,092
+2% +$107K
MMM icon
114
3M
MMM
$83.4B
$6.33M 0.14%
43,571
-160
-0.4% -$25.5K
PANW icon
115
Palo Alto Networks
PANW
$292B
$6.32M 0.14%
39,397
+5,415
+16% +$910K
DHR icon
116
Danaher
DHR
$144B
$6.27M 0.14%
33,001
-947
-3% -$202K
ISRG icon
117
Intuitive Surgical
ISRG
$122B
$6.25M 0.14%
13,561
+222
+2% +$112K
ECL icon
118
Ecolab
ECL
$76.8B
$6.21M 0.14%
23,290
-72
-0.3% -$20.3K
WFC icon
119
Wells Fargo
WFC
$265B
$6.2M 0.14%
77,846
-7,909
-9% -$679K
TMUS icon
120
T-Mobile US
TMUS
$208B
$6.2M 0.14%
29,497
+91
+0.3% +$18.7K
QCOM icon
121
Qualcomm
QCOM
$181B
$6.15M 0.13%
47,746
-3,125
-6% -$456K
SONY icon
122
Sony
SONY
$124B
$6.09M 0.13%
294,196
-3,213
-1% -$72K
SAP icon
123
SAP
SAP
$186B
$6.07M 0.13%
35,472
-1,079
-3% -$223K
T icon
124
AT&T
T
$152B
$5.98M 0.13%
206,298
-59
-0% -$1.58K
SCHW
125
Charles Schwab
SCHW
$177B
$5.93M 0.13%
63,077
-5,147
-8% -$505K
3 4
5
6 7

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CGI
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SV
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SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
AG
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ANTB
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ECM
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DWM
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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.