WTA
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Washington Trust Advisors’s Guidewire Software GWRE Stock Holding History

Washington Trust Advisors’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$187K Hold
1,250
– – 0.02% 226
2025
Q4 		$251K Hold
1,250
– – 0.02% 202
2025
Q3 		$287K Sell
1,250
-700
-36% -$159K 0.02% 188
2025
Q2 		$459K Sell
1,950
-390
-17% -$83.8K 0.04% 143
2025
Q1 		$438K Sell
2,340
-10
-0.4% -$1.94K 0.04% 136
2024
Q4 		$396K Sell
2,350
-50
-2% -$9.34K 0.03% 139
2024
Q3 		$439K Hold
2,400
– – 0.04% 135
2024
Q2 		$331K Sell
2,400
-75
-3% -$9.02K 0.03% 148
2024
Q1 		$289K Hold
2,475
– – 0.03% 161
2023
Q4 		$270K Hold
2,475
– – 0.03% 163
2023
Q3 		$223K Hold
2,475
– – 0.02% 176
2023
Q2 		$188K Hold
2,475
– – 0.02% 186
2023
Q1 		$203K Hold
2,475
– – 0.02% 179
2022
Q4 		$155K Sell
2,475
-449
-15% -$26.6K 0.02% 198
2022
Q3 		$180K Sell
2,924
-56
-2% -$4.05K 0.02% 212
2022
Q2 		$212K Sell
2,980
-190
-6% -$15.5K 0.02% 202
2022
Q1 		$300K Buy
3,170
+189
+6% +$18.1K 0.02% 197
2021
Q4 		$338K Buy
+2,981
New +$354K 0.02% 195

Other funds holding GWRE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return