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Latest Washington Trust Advisors, Inc. Stock Portfolio

$1.40Billion | No. of Holdings #700

Washington Trust Advisors, Inc. Performance

2026 Q3+3.93%
YTD+9.96%
2025+13.13%

About Washington Trust Advisors, Inc. and 13F Hedge Fund Stock Holdings

Washington Trust Advisors, Inc. is a hedge fund based in Wellesley, MA. On 2026-10-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Washington Trust Advisors, Inc. reported an equity portfolio of $1.4 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of Washington Trust Advisors, Inc. are PWR, AAPL, PANW. The fund has invested 6.4% of it's portfolio in QUANTA SERVICES and 6.2% of portfolio in APPLE. <br><br> The fund managers got completely rid off DIMENSIONAL US HIGH PROFITABILITY ETF (DFAC), EQUIFAX (EFX) and WEBSTER FINANCIAL (WBS) stocks. They significantly reduced their stock positions in APTIV PLC, NIKE (NKE) and PRUDENTIAL FINANCIAL (PRU). Washington Trust Advisors, Inc. opened new stock positions in DIMENSIONAL US HIGH PROFITABILITY ETF, DFA GLOBAL CORE PLUS FIXED INCOME ETF (DFAC) and SPOTIFY TECHNOLOGY A (SPOT). The fund showed a lot of confidence in some stocks as they added substantially to AXSOME THERAPEUTICS (AXSM), DEVON ENERGY CORP (DVN) and SERVICENOW (NOW).
Washington Trust Advisors, Inc. Equity Portfolio Value
Last Reported on: 22 Oct, 2026
$1.40Billion
  as of Oct 22, 2026

Washington Trust Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Washington Trust Advisors, Inc. made a return of 3.93% in the last quarter. In trailing 12 months, it's portfolio return was 12.17%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dimensional us high profitability etf2,576,600
dfa tax advantaged us core equity 22,097,220
dimensional u.s. small cap etf1,659,780
dfa us real estate etf388,971
dimensional u.s. targeted value etf276,545
u.s. small cap value portfolio: etf class shares151,154
dfa global core plus fixed income etf89,572
nuveen mun high income opportu com69,046
New stocks bought by Washington Trust Advisors, Inc.

Additions

Ticker% Inc.
axsome therapeutics25,021
devon energy corp10,264
servicenow6,772
space exploration technologies (spacex)5,371
kkr & co inc763
cheniere energy510
amphenol corp315
sandisk corp com252
Additions to existing portfolio by Washington Trust Advisors, Inc.

Reductions

Ticker% Reduced
nike-98.48
paypal-93.89
align technology-93.16
nisource-88.97
howmet aerospace-75.66
nextera energy-65.5
intuit-62.58
illumina-61.07
Washington Trust Advisors, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Washington Trust Advisors, Inc.

Sector Distribution

Washington Trust Advisors, Inc. has about 22.4% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Financial Services
  • Consumer Defensive
  • Basic Materials
Sector%
Technology22.4
Others20
Communication Services13
Industrials12.9
Healthcare12.8
Consumer Cyclical8.1
Financial Services5.4
Consumer Defensive2.3
Basic Materials1.5

Market Cap. Distribution

Washington Trust Advisors, Inc. has about 78.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP41.2
LARGE-CAP37.1
UNALLOCATED20
MID-CAP1.7

Stocks belong to which Index?

About 75.1% of the stocks held by Washington Trust Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50072.8
Others24.9
RUSSELL 20002.3
Top 5 Winners (%)%
PSTG
everpure inc cl a
66.2 %
VEEV
veeva systems
60.8 %
NET
cloudflare inc cl a com
59.6 %
ZETA
zeta global holdings corp a
58.8 %
PLTR
palantir technologies
57.8 %
Top 5 Winners ($)$
PANW
palo alto networks
12.4 M
AAPL
apple
11.5 M
META
meta platforms
11.0 M
IQV
iqvia holdings
9.0 M
MSFT
microsoft
7.2 M
Top 5 Losers (%)%
FICO
fair isaac corp
-50.5 %
MNST
monster beverage corp
-49.5 %
WSC
willscot holdings
-40.5 %
APH
amphenol corp
-40.4 %
GLW
corning
-39.4 %
Top 5 Losers ($)$
PWR
quanta services
-10.9 M
brookfield renewable corp
-3.2 M
MSGE
sphere entertainment
-3.0 M
BKNG
booking holdings
-2.7 M
GOOG
alphabet cl c
-2.5 M

Washington Trust Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Washington Trust Advisors, Inc.

Washington Trust Advisors, Inc. has 700 stocks in it's portfolio. About 43.2% of the portfolio is in top 10 stocks. PWR proved to be the most loss making stock for the portfolio. PANW was the most profitable stock for Washington Trust Advisors, Inc. last quarter.

$1.40BTotal Value
500Positions
22 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Washington Trust Advisors, Inc., last reported on 22 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Iboxx High Yield Bond Index

Ishares Iboxx High Yield Bond Index

AAXJ
Washington Trust Advisors, Inc.'s holding in Ishares Iboxx High Yield Bond Index over time
0.35%63,134
$4.87M
0.35%
increased 0.16 percentadded
AAXJ
Ishares Nat'L Muni Bond Etf

Ishares Nat'L Muni Bond Etf

AAXJ
Washington Trust Advisors, Inc.'s holding in Ishares Nat'L Muni Bond Etf over time
0.01%900
$91.0K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Esg Optimized Msci Usa Etf

Ishares Esg Optimized Msci Usa Etf

AAXJ
Washington Trust Advisors, Inc.'s holding in Ishares Esg Optimized Msci Usa Etf over time
0%250
$38.9K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Msci Eafe Small-Cap Etf

Ishares Msci Eafe Small-Cap Etf

AAXJ
Washington Trust Advisors, Inc.'s holding in Ishares Msci Eafe Small-Cap Etf over time
0%117
$9.9K
0%
unchanged 0 percentunchanged
ACES
Alerian Mlp Etf

Alerian Mlp Etf

ACES
Washington Trust Advisors, Inc.'s holding in Alerian Mlp Etf over time
0.02%5,434
$281.9K
0.02%
decreased 1.9 percentreduced
ACIO
Defiance Quantum Etf

Defiance Quantum Etf

ACIO
Washington Trust Advisors, Inc.'s holding in Defiance Quantum Etf over time
0.01%1,102
$167.1K
0.01%
unchanged 0 percentunchanged
ACWV
Ishares Msci Eft World

Ishares Msci Eft World

ACWV
Washington Trust Advisors, Inc.'s holding in Ishares Msci Eft World over time
0%304
$62.7K
0%
unchanged 0 percentunchanged
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Washington Trust Advisors, Inc.'s holding in Agnico Eagle Mines Ltd over time
0.01%550
$100.8K
0.01%
unchanged 0 percentunchanged
AFK
Vaneck Semiconductor Etf

Vaneck Semiconductor Etf

AFK
Washington Trust Advisors, Inc.'s holding in Vaneck Semiconductor Etf over time
0.02%525
$319.7K
0.02%
unchanged 0 percentunchanged
AGNG
Global X Nasdaq 100 Cov Call

Global X Nasdaq 100 Cov Call

AGNG
Washington Trust Advisors, Inc.'s holding in Global X Nasdaq 100 Cov Call over time
0.01%9,535
$176.9K
0.01%
unchanged 0 percentunchanged
AGZD
Wisdomtree International Midcap Dividend

Wisdomtree International Midcap Dividend

AGZD
Washington Trust Advisors, Inc.'s holding in Wisdomtree International Midcap Dividend over time
0.01%1,312
$113.0K
0.01%
unchanged 0 percentunchanged