WASHINGTON TRUST Co

CIK 0001079736 · Q1 2026

13F Equity AUM

$3.0B

-3.3% QoQ

Positions

281

+4 QoQ

AUM Rank

#1,409

Top 11%

Skill Alpha (FF)

-0.7%/yr^ns

No Clear Edge

Rank #3,304 · Top 40%

vs S&P -2.9%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 20.1%Top 10: 34.2%Top 20: 50.9%

AAPL4.6%

SPY4.4%

GOOGL3.9%

AVGO3.6%

VOO3.6%

NVDA3.1%

IWR3.0%

AMZN2.9%

IWM2.6%

MSFT2.5%

Others (271)65.8%

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

Sector Allocation

Financial Services37.5%

Technology23.7%

Industrials9.2%

Consumer Cyclical7.3%

Communication Services7.2%

Healthcare7.1%

Consumer Defensive3.9%

Other4.0%

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

Position Sizing

Positions: 281Median: 0.04%Avg: 0.36%

0–0.5%

220(19.2%)

0.5–1%

34(22.3%)

1–3%

21(35.3%)

3–5%

6(23.2%)

5%+

0(0.0%)

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

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Portfolio Overlap

Shared: 277Unique: 4vs 20 funds

3.8%Low

281

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

5.3%

BANK OF AMERICA CORP /DE/

5.9%

5.7%

9.3%

6.6%

6.4%

VANGUARD CAPITAL MANAGEMENT LLC

5.8%

GEODE CAPITAL MANAGEMENT, LLC

5.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

6.7%

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

New16Increased97Decreased125Exited12

New Positions

SCHX0.0%

+47K

SPSM0.0%

+17K

WAT0.0%

+2K

HELO0.0%

+8K

SPYM0.0%

+4K

Federal Home Loan Ba…0.0%

+200K

CMNIX0.0%

+18K

JEPI0.0%

+8K

SCHM0.0%

+14K

MRNA0.0%

+4K

Increased

SRAD0.1%

+101K(+87%)

XLF0.3%

+51K(+41%)

IJH0.8%

+35K(+11%)

VEU0.6%

+23K(+12%)

ELF0.3%

+23K(+23%)

NEE1.1%

+23K(+7%)

IEFA1.0%

+20K(+7%)

DELL0.6%

+18K(+19%)

IEMG0.8%

+15K(+5%)

IFF0.2%

+12K(+13%)

Decreased

AES0.1%

-172,566(-57%)

PYPL0.1%

-21,892(-35%)

AVGO3.6%

-19,413(-5%)

NVDA3.1%

-12,963(-2%)

PFE0.3%

-5,769(-2%)

GLW0.8%

-5,538(-3%)

GOOGL3.9%

-5,367(-1%)

FIS0.1%

-5,254(-6%)

BDX0.3%

-4,647(-8%)

IWB2.3%

-4,434(-2%)

Exited

NULV

-10,260

-3,063

-1,131

-1,205

-7,907

-2,130

-1,300

-5,700

-569

-4,026

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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