Laird Norton Wetherby Trust Company, LLC
BankPosition in NIE — Virtus Equity & Convertible Income Fund
CIK 723204
Seattle, WA
Position in NIE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$210,045
New position
Shares Held
7,820
first reported quarter
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#76
of 94 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Laird Norton Wetherby Trust Company, LLC holds $42,042,219 across 24 Asset Management names. NIE ranks #23 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
496,231 | $14,971,288 | |
| 2 | BLK |
BlackRock, Inc.
|
5,523 | $5,310,695 | |
| 3 | STT |
State Street Corp
|
30,425 | $5,160,079 | |
| 4 | AMP |
Ameriprise Financial Inc
|
7,168 | $3,288,390 | |
| 5 | BX |
Blackstone Inc.
|
17,942 | $2,111,235 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
34,302 | $1,460,921 | |
| 7 | NTRS |
Northern Trust Corp
|
7,103 | $1,234,785 | |
| 8 | PFG |
Principal Financial Group Inc
|
11,432 | $1,232,140 |
All Filings in NIE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,045 | 7,820 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||