Laird Norton Wetherby Trust Company, LLC

CIK 0000723204 · Q1 2026

13F Equity AUM

$4.6B

-4.7% QoQ

Positions

982

-38 QoQ

AUM Rank

#1,083

Top 9%

Skill Alpha (FF)

-1.8%/yr^ns

No Clear Edge

Rank #4,915 · Top 60%

vs S&P -4.5%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 23.3%Top 10: 34.4%Top 20: 45.4%

MSFT5.9%

VTI5.5%

AAPL5.1%

NVDA4.1%

VEA2.6%

VEU2.5%

BRK/A2.4%

VWO2.2%

AMZN2.1%

GOOGL2.0%

Others (972)65.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services37.0%

Technology25.8%

Consumer Cyclical6.4%

Healthcare6.1%

Communication Services6.0%

Industrials5.2%

Financials3.0%

Energy2.9%

Other7.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 982Median: 0.02%Avg: 0.10%

0–0.5%

947(45.1%)

0.5–1%

17(11.3%)

1–3%

14(22.9%)

3–5%

1(4.1%)

5%+

3(16.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 973Unique: 9vs 20 funds

13.3%Low

982

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

18.4%

BANK OF AMERICA CORP /DE/

20.2%

19.4%

23.3%

30.8%

21.9%

VANGUARD CAPITAL MANAGEMENT LLC

21.3%

GEODE CAPITAL MANAGEMENT, LLC

20.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

22.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New40Increased391Decreased519Exited78

New Positions

AZN0.2%

+51K

MBB0.1%

+24K

SUNBELT RENTALS HOLD…0.0%

+18K

MGC0.0%

+4K

FIVE0.0%

+1K

PR0.0%

+11K

FUO0.0%

+5K

PBF0.0%

+7K

BE0.0%

+3K

ESGD0.0%

+3K

Increased

VEA2.6%

+390K(+26%)

IGF0.8%

+241K(+72%)

LPL0.0%

+227K(+150%)

VV1.3%

+138K(+237%)

VWO2.2%

+117K(+7%)

BND0.5%

+116K(+66%)

VXUS0.5%

+83K(+37%)

VEU2.5%

+82K(+6%)

VTI5.5%

+69K(+10%)

SKM0.1%

+63K(+157%)

Decreased

NU0.0%

-139,035(-77%)

GETY0.1%

-77,000(-2%)

AAPL5.1%

-70,186(-7%)

PEN0.1%

-68,443(-84%)

NVDA4.1%

-63,645(-6%)

WIT0.1%

-38,268(-3%)

6RJ00.0%

-37,947(-80%)

AMZN2.1%

-35,632(-7%)

MSFT5.9%

-31,474(-4%)

PHYS/U0.4%

-26,630(-5%)

Exited

-101,718

-40,382

-26,625

-37,855

-48,492

-22,108

-70,879

-15,739

-6,824

-39,393

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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