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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
Cap. Flow
+$4.18B
Cap. Flow %
86.88%
Top 10 Hldgs %
35.74%
Holding
1,021
New
956
Increased
60
Reduced
1
Closed
1

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$245M
2
MSFT icon
Microsoft
MSFT
+$214M
3
NVDA icon
NVIDIA
NVDA
+$201M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$195M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$116M

Top Sells

Rank Stock Value
1
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$281K
2
ANIX icon
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
WM icon
151
Waste Management
WM
$91B
$5.24M 0.11%
+23,831
New +$5.08M
SHEL icon
152
Shell
SHEL
$245B
$5.2M 0.11%
+70,823
New +$5.22M
CME icon
153
CME Group
CME
$94.8B
$5.2M 0.11%
+19,056
New +$5.18M
PH icon
154
Parker-Hannifin
PH
$135B
$5.2M 0.11%
+5,920
New +$4.85M
T icon
155
AT&T
T
$163B
$5.13M 0.11%
+206,357
New +$5.22M
NVO
156
Novo Nordisk
NVO
$209B
$5.1M 0.11%
+100,155
New +$5.12M
XYL icon
157
Xylem
XYL
$28.1B
$5.06M 0.11%
+37,174
New +$5.35M
ACWX icon
158
iShares MSCI ACWI ex US ETF
ACWX
$11.8B
$4.98M 0.1%
+74,172
New +$4.91M
HIG icon
159
Hartford Financial Services
HIG
$39.3B
$4.93M 0.1%
+35,639
New +$4.7M
USB icon
160
US Bancorp
USB
$99.6B
$4.91M 0.1%
91,181
+38,881
+74% +$1.91M
VUG icon
161
Vanguard Morningstar Growth ETF
VUG
$231B
$4.89M 0.1%
+60,132
New +$4.88M
PNC icon
162
PNC Financial Services
PNC
$101B
$4.84M 0.1%
+23,183
New +$4.47M
MAR icon
163
Marriott International
MAR
$92.3B
$4.81M 0.1%
+15,496
New +$4.43M
ASX icon
164
ASE Group
ASX
$82.2B
$4.68M 0.1%
+290,450
New +$4.13M
TRV icon
165
Travelers Companies
TRV
$80.2B
$4.63M 0.1%
+15,978
New +$4.5M
VIG icon
166
Vanguard Dividend Appreciation ETF
VIG
$114B
$4.53M 0.09%
+20,634
New +$4.51M
SMFG icon
167
Sumitomo Mitsui Financial
SMFG
$164B
$4.53M 0.09%
+234,111
New +$4.06M
CB icon
168
Chubb
CB
$135B
$4.52M 0.09%
+14,431
New +$4.22M
HLT icon
169
Hilton Worldwide
HLT
$71.5B
$4.51M 0.09%
+15,717
New +$4.28M
HDB icon
170
HDFC Bank
HDB
$121B
$4.36M 0.09%
+119,401
New +$4.3M
ITW icon
171
Illinois Tool Works
ITW
$84.5B
$4.36M 0.09%
+17,568
New +$4.38M
AFL icon
172
Aflac
AFL
$62.6B
$4.25M 0.09%
+38,582
New +$4.25M
SUSA icon
173
iShares ESG Optimized MSCI USA ETF
SUSA
$4.18B
$4.25M 0.09%
30,483
+3,419
+13% +$472K
INTC icon
174
Intel
INTC
$513B
$4.23M 0.09%
+114,556
New +$4.33M
IWR icon
175
iShares Russell Mid-Cap ETF
IWR
$57.4B
$4.22M 0.09%
43,858
+14,008
+47% +$1.35M
5 6
7
8 9

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SCM
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SCM
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VCM
Voleon Capital Management Berkeley, California $4.64B AUM 38.78% 1-Year Est. Return
BJL
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ACM
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ASC
Atalanta Sosnoff Capital New York $4.66B AUM 41.34% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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.