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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
UMC icon
176
United Microelectronic
UMC
$48.9B
$4.14M 0.09%
461,552
+6,507
+1% +$63.5K
VUG icon
177
Vanguard Growth ETF
VUG
$216B
$4.14M 0.09%
56,922
-3,210
-5% -$250K
CI icon
178
Cigna
CI
$76.6B
$4.12M 0.09%
15,438
+547
+4% +$151K
AZO icon
179
AutoZone
AZO
$48.3B
$4.12M 0.09%
1,219
-22
-2% -$78.9K
ADBE icon
180
Adobe
ADBE
$89.5B
$4.09M 0.09%
16,842
-2,607
-13% -$722K
HON icon
181
Honeywell
HON
$77.1B
$4.06M 0.09%
17,976
-3,089
-15% -$706K
WPM icon
182
Wheaton Precious Metals
WPM
$50.6B
$4.06M 0.09%
30,932
+491
+2% +$68.3K
AFL icon
183
Aflac
AFL
$63.9B
$3.98M 0.09%
36,232
-2,350
-6% -$260K
STX icon
184
Seagate
STX
$193B
$3.93M 0.09%
10,009
-926
-8% -$353K
SUSA icon
185
iShares ESG Optimized MSCI USA ETF
SUSA
$3.98B
$3.87M 0.08%
29,333
-1,150
-4% -$159K
INFY icon
186
Infosys
INFY
$45B
$3.84M 0.08%
284,023
-19,217
-6% -$301K
PFE icon
187
Pfizer
PFE
$140B
$3.83M 0.08%
136,221
-13,638
-9% -$363K
TRGP icon
188
Targa Resources
TRGP
$60.4B
$3.82M 0.08%
15,236
-437
-3% -$94.8K
SHW icon
189
Sherwin-Williams
SHW
$78.3B
$3.82M 0.08%
11,907
-808
-6% -$278K
WELL icon
190
Welltower
WELL
$178B
$3.8M 0.08%
19,236
+460
+2% +$90.9K
AON icon
191
Aon
AON
$77.3B
$3.8M 0.08%
11,771
+255
+2% +$84.7K
BHP icon
192
BHP
BHP
$213B
$3.8M 0.08%
52,201
+957
+2% +$67.6K
GETY icon
193
Getty Images
GETY
$184M
$3.79M 0.08%
4,774,391
-77,000
-2% -$77.6K
STT icon
194
State Street
STT
$50.9B
$3.77M 0.08%
29,826
+254
+0.9% +$32.5K
RDY icon
195
Dr. Reddy's Laboratories
RDY
$9.82B
$3.77M 0.08%
272,486
+8,756
+3% +$122K
NEM icon
196
Newmont
NEM
$98.2B
$3.77M 0.08%
34,784
+380
+1% +$43.8K
VRT icon
197
Vertiv
VRT
$112B
$3.76M 0.08%
14,996
+679
+5% +$151K
DELL icon
198
Dell
DELL
$283B
$3.75M 0.08%
22,846
+604
+3% +$80.5K
FITB
199
Fifth Third Bancorp
FITB
$52B
$3.74M 0.08%
79,867
+29,303
+58% +$1.44M
DBC icon
200
Invesco DB Commodity Index Tracking Fund
DBC
$1.73B
$3.74M 0.08%
129,122
– –
6 7
8
9 10

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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.