WT

WASHINGTON TRUST Co

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$3.0B

Reporting period: 2026-03-31 · Number of holdings: 558

WASHINGTON TRUST Co disclosed 558 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $3.0B and a quarterly turnover rate of 11.7%.

Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "W"

Personality snowflake

Concentration
7.2
Portfolio Stability
11.71
Momentum/Contrarian
100
Sector conviction
53.91
Diversification
100
Sizing Uniformity
79.83

Recent moves

  • Trim MSFT

    +1.2%　-$21.8M

  • Trim AVGO

    -5.3%　-$19.4M

  • Add GLW

    -2.9%　$8.4M

  • Trim V

    -0.8%　-$11.1M

  • Trim GOOGL

    -1.3%　-$11.9M

  • Add PWR

    -0.3%　$7.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 281 holdings (of 558 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech4.64%-0.13%+0.68%
2SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth4.36%-0.11%-1.13%
3GOOGLAlphabet Inc-cl AStock-Comm Services3.89%-0.26%-1.32%
4AVGOBroadcom INCStock-Tech3.62%-0.51%-5.31%
5VOOVanguard S&p 500 ETFETF-Large Cap & Growth3.56%—+4.15%
6NVDANvidia CORPStock-Tech3.14%-0.18%-2.38%
7IWRIshares Russell Mid-cap ETFETF-Other3.00%—-0.33%
8AMZNAmazon.com INCStock-Consumer Disc2.85%-0.20%+0.04%
9IWMIshares Russell 2000 ETFETF-Small Cap2.61%—-1.00%
10MSFTMicrosoft CORPStock-Tech2.53%-0.63%+1.17%
11JPMJpmorgan Chase & CoStock-Financials2.31%-0.15%-0.63%
12IWBIshares Russell 1000 ETFETF-Other2.28%-0.09%-2.29%
13VVisa Inc-class A SharesStock-Financials2.21%-0.29%-0.77%
14MDYState Street Spdr S&p MidcapETF-Other1.78%—-0.36%
15TMOThermo Fisher Scientific INCStock-Healthcare1.55%-0.23%-0.69%
16METAMeta Platforms Inc-class AStock-Comm Services1.46%-0.18%-0.84%
17KLACKla CORPStock-Tech1.34%+0.25%-2.09%
18HDHome Depot INCStock-Consumer Disc1.31%—+2.07%
19TJXTjx Companies INCStock-Consumer Disc1.22%—-0.94%
20RTXRtx CORPStock-Industrials1.21%—-0.42%
21WMTWalmart INCStock-Consumer Staples1.18%+0.15%-1.47%
22WABWabtec CORPStock-Industrials1.14%+0.19%-0.88%
23VYMVanguard High Dvd Yield ETFETF-Other1.12%—+2.17%
24NEENextera Energy INCStock-Utilities1.11%+0.24%+6.82%
25PANWPalo Alto Networks INCStock-Tech1.04%-0.13%-1.00%
26PWRQuanta Services INCStock-Industrials1.03%+0.26%-0.25%
27ADIAnalog Devices INCStock-Tech1.01%+0.17%-1.05%
28IEFAIshares Core Msci Eafe ETFETF-Other0.97%+0.10%+6.64%
29COSTCostco Wholesale CORPStock-Consumer Staples0.93%+0.14%-1.17%
30JNJJohnson & JohnsonStock-Healthcare0.87%+0.14%-1.61%
31ASMLASML Holding N.V.Stock-Tech0.87%+0.18%-1.80%
32GLWCorning INCStock-Tech0.84%+0.30%-2.94%
33IJHIshares Core S&p Midcap ETFETF-Other0.80%+0.12%+10.97%
34BLKBlackrock INCStock-Financials0.79%-0.07%-0.89%
35IEMGIshares Core Msci EmergingETF-Emerging Markets0.76%—+4.86%
36IJRIshares Core S&p Small-cap EETF-Small Cap0.71%—-0.12%
37EQIXEquinix INCStock-Real Estate0.69%+0.16%-1.86%
38ISRGIntuitive Surgical INCStock-Healthcare0.66%-0.13%-0.87%
39UBERUber Technologies INCStock-Industrials0.66%-0.05%+1.75%
40LYVLive Nation Entertainment InStock-Comm Services0.63%—+1.47%
41MRSHMarsh & Mclennan CosStock-Financials0.62%—+2.84%
42DELLDell Technologies -cStock-Tech0.62%+0.24%+19.45%
43BKNGBooking Holdings INCStock-Consumer Disc0.61%-0.13%+2.37%
44LMTLockheed Martin CORPStock-Industrials0.61%+0.13%-1.52%
45LLYEli Lilly & CoStock-Healthcare0.61%-0.07%+1.86%
46VTIVanguard Total Stock Mkt ETFETF-Other0.61%—-1.16%
47GVIIshares Intermediate GovernmETF-Other0.60%—+3.65%
48SPGIS&p Global INCStock-Financials0.60%-0.11%+0.26%
49SYKStryker CORPStock-Healthcare0.60%—+0.27%
50CSCOCisco Systems INCStock-Tech0.59%—-0.19%
1–50 of 281

Holding changes this quarter

WASHINGTON TRUST Co's most significant position changes for 2026-03-31: Add: Microsoft CORP (MSFT) — shares +1.17%; Trim: Broadcom INC (AVGO) — shares -5.31%; Trim: Corning INC (GLW) — shares -2.94%; Trim: Visa Inc-class A Shares (V) — shares -0.77%; Trim: Alphabet Inc-cl A (GOOGL) — shares -1.32%.

Position changes disclosed by WASHINGTON TRUST Co for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1GLWCorning INC+0.3%-2.94%Trim
2PWRQuanta Services INC+0.3%-0.25%Trim
3KLACKla CORP+0.3%-2.09%Trim
4DELLDell Technologies -c+0.2%+19.45%Add
5NEENextera Energy INC+0.2%+6.82%Add
6WABWabtec CORP+0.2%-0.88%Trim
7ASMLASML Holding N.V.+0.2%-1.80%Trim
8ADIAnalog Devices INC+0.2%-1.05%Trim
9EQIXEquinix INC+0.2%-1.86%Trim
10WMTWalmart INC+0.2%-1.47%Trim
11JNJJohnson & Johnson+0.1%-1.61%Trim
12COSTCostco Wholesale CORP+0.1%-1.17%Trim
13LMTLockheed Martin CORP+0.1%-1.52%Trim
14IJHIshares Core S&p Midcap ETF+0.1%+10.97%Add
15EMEEmcor Group INC+0.1%+0.42%Add
16XOMExxon Mobil CORP+0.1%+0.84%Add
17IEFAIshares Core Msci Eafe ETF+0.1%+6.64%Add
18FDXFedex CORP+0.1%+4.01%Add
19HONHoneywell International INC+0.1%-1.66%Trim
20VEUVanguard Ftse All-world Ex-u+0.1%+12.10%Add
21UBERUber Technologies INC-0.1%+1.75%Add
22VRSKVerisk Analytics INC-0.1%+1.53%Add
23BLKBlackrock INC-0.1%-0.89%Trim
24LLYEli Lilly & Co-0.1%+1.86%Add
25BDXBecton Dickinson And Co-0.1%-7.70%Trim
26AESAes CORP-0.1%-56.65%Trim
27IWBIshares Russell 1000 ETF-0.1%-2.29%Trim
28ABTAbbott Laboratories-0.1%-0.75%Trim
29ADBEAdobe INC-0.1%+9.79%Add
30BRBroadridge Financial Solutio-0.1%+4.91%Add
31ADPAutomatic Data Processing-0.1%+2.09%Add
32SPYSs Spdr S&p 500 ETF Trust-us-0.1%-1.13%Trim
33SPGIS&p Global INC-0.1%+0.26%Add
34ACNAccenture plc-0.1%+6.36%Add
35AAPLApple INC-0.1%+0.68%Add
36PANWPalo Alto Networks INC-0.1%-1.00%Trim
37ISRGIntuitive Surgical INC-0.1%-0.87%Trim
38BKNGBooking Holdings INC-0.1%+2.37%Add
39JPMJpmorgan Chase & Co-0.2%-0.63%Trim
40BXBlackstone INC-0.2%-2.63%Trim
41CRMSalesforce INC-0.2%+1.13%Add
42IQVIqvia Holdings INC-0.2%-3.45%Trim
43NVDANvidia CORP-0.2%-2.38%Trim
44METAMeta Platforms Inc-class A-0.2%-0.84%Trim
45AMZNAmazon.com INC-0.2%+0.04%Add
46TMOThermo Fisher Scientific INC-0.2%-0.69%Trim
47GOOGLAlphabet Inc-cl A-0.3%-1.32%Trim
48VVisa Inc-class A Shares-0.3%-0.77%Trim
49AVGOBroadcom INC-0.5%-5.31%Trim
50MSFTMicrosoft CORP-0.6%+1.17%Add

FAQ

What is WASHINGTON TRUST Co and what type of investor is it?
WASHINGTON TRUST Co is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $3.0B, spread across 558 disclosed positions.
What are WASHINGTON TRUST Co's largest equity positions?
Based on the latest 13F filing, WASHINGTON TRUST Co's top holdings by market value are: 1. Apple INC (AAPL) — $137.2M (4.6%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $129.1M (4.4%) 3. Alphabet Inc-cl A (GOOGL) — $115.0M (3.9%) 4. Broadcom INC (AVGO) — $107.1M (3.6%) 5. Vanguard S&p 500 ETF (VOO) — $105.4M (3.6%)
What changes did WASHINGTON TRUST Co make in its most recent portfolio filing?
In the latest reported quarter, WASHINGTON TRUST Co made 50 notable position adjustments: 0 new positions were initiated, 21 existing holdings were added to, 29 positions were partially reduced, and 0 were completely exited. The largest of these moves: Add: Microsoft CORP (MSFT) — shares +1.17%; Trim: Broadcom INC (AVGO) — shares -5.31%; Trim: Corning INC (GLW) — shares -2.94%; Trim: Visa Inc-class A Shares (V) — shares -0.77%; Trim: Alphabet Inc-cl A (GOOGL) — shares -1.32%
What sectors does WASHINGTON TRUST Co focus on?
WASHINGTON TRUST Co is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 33.3% • Industrials: 13.2% • Financials: 12.6% • Consumer Discretionary: 10.4% • Communication Services: 10.2% • Health Care: 10.0%

Peer Institutions

Institutions with a similar AUM

FT

Fifth Third Wealth Advisors LLC

Total reported value

$3.0B

812 stks

2026-03-31

Concentration10.2
Portfolio Stability15.9
Sector conviction61.0

AUM within 0.0% of this institution

View detail
SA

SageView Advisory Group, LLC

Total reported value

$3.0B

2,610 stks

2025-12-31

Concentration16.6
Portfolio Stability13.8
Sector conviction62.5

AUM within 0.0% of this institution

View detail
MC

Metropolis Capital Ltd

Total reported value

$3.0B

16 stks

2026-03-31

Concentration34.4
Portfolio Stability36.6
Sector conviction100.0

AUM within 0.1% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

WB

Webster Bank, N. A.

Total reported value

$1.1B

842 stks

2026-03-31

Concentration10.3
Portfolio Stability13.8
Sector conviction56.3

4 of the top 5 holdings overlap, including Ss Spdr S&p 500 ETF Trust-us

View detail
BL

Brown, Lisle/cummings, INC.

Total reported value

$400.4M

1,021 stks

2026-03-31

Concentration5.0
Portfolio Stability13.4
Sector conviction47.9

3 of the top 5 holdings overlap, including Ss Spdr S&p 500 ETF Trust-us

View detail
BO

Bank Of THE West

Total reported value

$850.7M

366 stks

2022-12-31

Concentration6.1
Portfolio Stability0.0
Sector conviction52.9

3 of the top 5 holdings overlap, including Apple INC

View detail