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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
INTU icon
126
Intuit
INTU
$91B
$6.31M 0.12%
24,174
-2,947
-11% -$1.03M
ING icon
127
ING
ING
$106B
$6.16M 0.12%
196,426
-2,433
-1% -$72K
LOW icon
128
Lowe's Companies
LOW
$115B
$6.12M 0.12%
27,751
-1,212
-4% -$275K
PEP icon
129
PepsiCo
PEP
$188B
$6.07M 0.12%
44,858
-8,221
-15% -$1.23M
DHR icon
130
Danaher
DHR
$146B
$6.04M 0.12%
31,635
-1,366
-4% -$248K
SHG icon
131
Shinhan Financial Group
SHG
$38.6B
$5.77M 0.11%
91,231
+8,505
+10% +$558K
PH icon
132
Parker-Hannifin
PH
$121B
$5.74M 0.11%
5,864
-213
-4% -$195K
VRTX icon
133
Vertex Pharmaceuticals
VRTX
$138B
$5.73M 0.11%
11,528
-362
-3% -$160K
COF icon
134
Capital One
COF
$135B
$5.72M 0.11%
28,532
-155
-0.5% -$29.6K
SCHW
135
Charles Schwab
SCHW
$189B
$5.7M 0.11%
61,797
-1,280
-2% -$117K
MAR icon
136
Marriott International
MAR
$87.8B
$5.7M 0.11%
15,385
-25
-0.2% -$9.22K
USB icon
137
US Bancorp
USB
$98.7B
$5.68M 0.11%
93,262
+2,842
+3% +$159K
ACWX icon
138
iShares MSCI ACWI ex US ETF
ACWX
$12.7B
$5.67M 0.11%
74,451
-163
-0.2% -$12.1K
CRH icon
139
CRH
CRH
$62.7B
$5.65M 0.11%
52,799
+6,717
+15% +$739K
SONY icon
140
Sony
SONY
$143B
$5.65M 0.11%
281,481
-12,715
-4% -$268K
SUSA icon
141
iShares ESG Optimized MSCI USA ETF
SUSA
$4.13B
$5.64M 0.11%
36,569
+7,236
+25% +$1.07M
PGR icon
142
Progressive
PGR
$127B
$5.62M 0.11%
25,749
+336
+1% +$67.7K
PNC icon
143
PNC Financial Services
PNC
$98B
$5.59M 0.11%
22,706
+179
+0.8% +$40.1K
GILD icon
144
Gilead Sciences
GILD
$187B
$5.59M 0.11%
44,230
-3,453
-7% -$455K
SAP icon
145
SAP
SAP
$248B
$5.54M 0.11%
35,972
+500
+1% +$85.3K
SMFG icon
146
Sumitomo Mitsui Financial
SMFG
$173B
$5.54M 0.11%
231,955
-3,615
-2% -$80.3K
CRM icon
147
Salesforce
CRM
$213B
$5.44M 0.1%
34,617
-8,203
-19% -$1.44M
SHEL icon
148
Shell
SHEL
$266B
$5.43M 0.1%
70,076
-351
-0.5% -$30.3K
VZ icon
149
Verizon
VZ
$208B
$5.4M 0.1%
127,517
-537
-0.4% -$25.2K
WSM icon
150
Williams-Sonoma
WSM
$26.8B
$5.31M 0.1%
22,783
-330
-1% -$65.4K
4 5
6
7 8

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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
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KIM
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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.