Laird Norton Wetherby Wealth Management’s Hercules Capital HTGC Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio HTGC Stock Details HTGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$322K	Buy	+17,018	New	+$326K	0.01%	728
2024 Q1	–	Sell	-14,368	Closed	-$240K	–	971
2023 Q4	$240K	Hold	14,368	–	–	0.01%	800
2023 Q3	$236K	Hold	14,368	–	–	0.01%	761
2023 Q2	$213K	Buy	14,368 +113	+0.8%	+$1.55K	0.01%	828
2023 Q1	$184K	Buy	14,255 +205	+1%	+$2.87K	0.01%	840
2022 Q4	$186K	Sell	14,050 -13,200	-48%	-$179K	0.01%	809
2022 Q3	$316K	Buy	27,250 +850	+3%	+$12.1K	0.02%	642
2022 Q2	$356K	Buy	26,400 +13,200	+100%	+$206K	0.02%	621
2022 Q1	$239K	Hold	13,200	–	–	0.01%	795
2021 Q4	$219K	Buy	+13,200	New	+$224K	0.01%	831
2020 Q3	–	Sell	-23,067	Closed	-$242K	–	739
2020 Q2	$242K	Buy	+23,067	New	+$234K	0.02%	587

Other funds holding HTGC

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's HTGC Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management opened a new position in Hercules Capital (HTGC) in Q3 2025: 17,018 shares worth $322K. The stake represents 0.01% of the portfolio and ranks #728 among its holdings. This is a return to the name: Laird Norton Wetherby Wealth Management previously reported a position in HTGC as recently as Q4 2023.

Laird Norton Wetherby Wealth Management first reported a position in HTGC in Q2 2020 and has held it in 11 quarters since. The position peaked at $356K in Q2 2022. 344 funds tracked by Wall St. Rank hold HTGC as of Q3 2025.

Laird Norton Wetherby Wealth Management held 17,018 shares of Hercules Capital worth $322K as of Q3 2025.
Hercules Capital was a new Laird Norton Wetherby Wealth Management position in Q3 2025.
Hercules Capital made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #728 holding.
Laird Norton Wetherby Wealth Management first reported a position in Hercules Capital in Q2 2020 and has held it in 11 quarters since.
Laird Norton Wetherby Wealth Management's Hercules Capital position peaked at $356K in Q2 2022.
344 funds tracked by Wall St. Rank held Hercules Capital as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.