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WTA

Washington Trust Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
+12.63%
1 Year Est. Return
+22.58%
3 Year Est. Return
+71.21%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.23B
AUM Growth
+$105M
Cap. Flow
-$5.93M
Cap. Flow %
-0.48%
Top 10 Hldgs %
40.45%
Holding
656
New
16
Increased
150
Reduced
147
Closed
21

Top Buys

Rank Stock Value
1
ALGN icon
Align Technology
ALGN
+$2.07M
2
ARE icon
Alexandria Real Estate Equities
ARE
+$1.05M
3
DOCU
DocuSign
DOCU
+$631K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$552K
5
NVDA icon
NVIDIA
NVDA
+$482K

Top Sells

Rank Stock Value
1
PYPL icon
PayPal
PYPL
+$2.35M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$972K
3
AMTM
Amentum Holdings
AMTM
+$908K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$906K
5
META icon
Meta Platforms (Facebook)
META
+$871K

Sector Composition

Rank Sector Weight
1 Technology 20.09%
2 Industrials 12.77%
3 Communication Services 12.53%
4 Healthcare 12.1%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PCOR icon
501
Procore
PCOR
$7.37B
$8.62K ﹤0.01%
126
– –
RBC icon
502
RBC Bearings
RBC
$18.2B
$8.47K ﹤0.01%
22
– –
HIG icon
503
Hartford Financial Services
HIG
$39.3B
$8.44K ﹤0.01%
67
+4
+6% +$497
BBVA icon
504
Banco Bilbao Vizcaya Argentaria
BBVA
$147B
$8.27K ﹤0.01%
538
– –
LBRDK icon
505
Liberty Broadband Class C
LBRDK
$4.72B
$8.17K ﹤0.01%
83
– –
ROBO icon
506
ROBO Global Robotics & Automation Index ETF
ROBO
$1.91B
$8.13K ﹤0.01%
136
– –
COTY icon
507
Coty
COTY
$2.45B
$8.07K ﹤0.01%
1,736
– –
CVE icon
508
Cenovus Energy
CVE
$51.6B
$8K ﹤0.01%
588
– –
ALC icon
509
Alcon
ALC
$33.7B
$7.95K ﹤0.01%
90
– –
CAVA icon
510
CAVA Group
CAVA
$7.57B
$7.83K ﹤0.01%
93
– –
NCNO icon
511
nCino
NCNO
$2.03B
$7.72K ﹤0.01%
276
– –
AWR icon
512
American States Water
AWR
$3.45B
$7.67K ﹤0.01%
100
– –
FOUR icon
513
Shift4
FOUR
$4.35B
$7.63K ﹤0.01%
77
-30
-28% -$2.62K
AZN icon
514
AstraZeneca
AZN
$267B
$7.62K ﹤0.01%
55
– –
ACGL icon
515
Arch Capital
ACGL
$37.2B
$7.49K ﹤0.01%
82
+6
+8% +$554
VST icon
516
Vistra
VST
$50.1B
$7.49K ﹤0.01%
39
+1
+3% +$148
BHP icon
517
BHP
BHP
$213B
$7.41K ﹤0.01%
154
– –
TGT icon
518
Target
TGT
$65.5B
$7.4K ﹤0.01%
75
-156
-68% -$15K
DT icon
519
Dynatrace
DT
$12.7B
$7.34K ﹤0.01%
133
+12
+10% +$601
VTRS icon
520
Viatris
VTRS
$20.8B
$7.3K ﹤0.01%
818
-38
-4% -$321
MRUS
521
DELISTED
Merus
MRUS
$7.26K ﹤0.01%
138
– –
RBRK icon
522
Rubrik
RBRK
$14.7B
$7.26K ﹤0.01%
81
-3
-4% -$237
ICLN icon
523
iShares Global Clean Energy ETF
ICLN
$2.27B
$7.21K ﹤0.01%
550
– –
RIO icon
524
Rio Tinto
RIO
$149B
$7.17K ﹤0.01%
123
– –
DKNG icon
525
DraftKings
DKNG
$12.2B
$7.08K ﹤0.01%
165
+131
+385% +$4.7K
19 20
21
22 23

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GX
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HCA
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CCA
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NHAS
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FLII
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IC
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Washington Trust Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Washington Trust Advisors held 656 positions worth $1.23B, up 9.3% from $1.13B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Washington Trust Advisors's Q2 2025 filing shows 16 new, 150 increased, 147 reduced and 21 closed positions. Its largest new stake was Vanguard Short-Term Bond ETF: 7,063 shares worth $556K. The largest sale was PayPal, an estimated $2.35M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 19% a quarter earlier, followed by Industrials and Communication Services.

  • Washington Trust Advisors's largest Q2 2025 buy was Vanguard Short-Term Bond ETF: 7,063 shares worth $556K.
  • Washington Trust Advisors added most to Align Technology in Q2 2025, an estimated $2.07M increase.
  • Washington Trust Advisors's biggest Q2 2025 reduction was PayPal, cutting an estimated $2.35M.
  • Washington Trust Advisors fully exited Vanguard Large-Cap ETF in Q2 2025, selling an estimated $199K.
  • Washington Trust Advisors's ten largest holdings make up 40% of its $1.23B portfolio in Q2 2025.
  • Washington Trust Advisors opened 16 new positions and closed 21 in Q2 2025.
  • Washington Trust Advisors's portfolio value rose 9.3% quarter-over-quarter to $1.23B.

Based on Washington Trust Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.