Laird Norton Wetherby Wealth Management’s Harbor Long-Term Growers ETF WINN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$231K	Hold	7,402	–	–	0.01%	842
2025 Q2	$216K	Buy	+7,402	New	+$194K	0.01%	848
2024 Q4	$200K	Buy	+7,366	New	+$197K	0.01%	839

Other funds holding WINN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management held its Harbor Long-Term Growers ETF (WINN) position steady in Q3 2025 at 7,402 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #842.

Laird Norton Wetherby Wealth Management first reported a position in WINN in Q4 2024 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold WINN as of Q3 2025.

Laird Norton Wetherby Wealth Management held 7,402 shares of Harbor Long-Term Growers ETF worth $231K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its Harbor Long-Term Growers ETF share count unchanged in Q3 2025.
Harbor Long-Term Growers ETF made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #842 holding.
Laird Norton Wetherby Wealth Management first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and has held it in 3 quarters since.
99 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q3 2025.

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