LNWWM
SPE

Laird Norton Wetherby Wealth Management’s Special Opportunities Fund SPE Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,228
Closed -$196K – 967
2025
Q2 		$196K Buy
+13,228
New +$187K 0.01% 884

Other funds holding SPE

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
SMA
Seven Mile Advisory Ewing, New Jersey $139M AUM 26.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management sold out of Special Opportunities Fund (SPE) in Q3 2025, closing a stake of 13,228 shares — an estimated $196K sold.

Laird Norton Wetherby Wealth Management first reported a position in SPE in Q2 2025 and held it in 1 quarter. The position peaked at $196K in Q2 2025. 41 funds tracked by Wall St. Rank hold SPE as of Q3 2025.

  • Laird Norton Wetherby Wealth Management reported no remaining Special Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 13,228 Special Opportunities Fund shares in Q3 2025, an estimated $196K.
  • Laird Norton Wetherby Wealth Management first reported a position in Special Opportunities Fund in Q2 2025 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's Special Opportunities Fund position peaked at $196K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q3 2025.

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