LNWWM
SCD

Laird Norton Wetherby Wealth Management’s LMP Capital and Income Fund SCD Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio SCD Stock Details SCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$183K Sell
11,792
-11,018
-48% -$170K 0.01% 899
2025
Q2 		$356K Buy
+22,810
New +$352K 0.02% 666
2024
Q4 		$203K Hold
11,792
– – 0.01% 833
2024
Q3 		$207K Hold
11,792
– – 0.01% 864
2024
Q2 		$183K Hold
11,792
– – 0.01% 864
2024
Q1 		$184K Buy
+11,792
New +$168K 0.01% 893

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management reduced its LMP Capital and Income Fund (SCD) stake by 48% in Q3 2025, selling an estimated $170K and leaving 11,792 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #899.

Laird Norton Wetherby Wealth Management first reported a position in SCD in Q1 2024 and has held it in 6 quarters since. The position peaked at $356K in Q2 2025. 55 funds tracked by Wall St. Rank hold SCD as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 11,792 shares of LMP Capital and Income Fund worth $183K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 11,018 LMP Capital and Income Fund shares in Q3 2025, an estimated $170K.
  • LMP Capital and Income Fund made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #899 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in LMP Capital and Income Fund in Q1 2024 and has held it in 6 quarters since.
  • Laird Norton Wetherby Wealth Management's LMP Capital and Income Fund position peaked at $356K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2025.

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