Latest Washington Trust Advisors, Inc. Stock Portfolio

Washington Trust Advisors, Inc. Performance:

2026 Q1: -4%YTD: -4%2025: 13.13%

Performance for 2026 Q1 is -4%, and YTD is -4%, and 2025 is 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 2026-04-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Washington Trust Advisors, Inc. reported an equity portfolio of $1.2 Billions as of 31 Mar, 2026.

The top stock holdings of Washington Trust Advisors, Inc. are PWR, AAPL, GOOG. The fund has invested 7% of it's portfolio in QUANTA SERVICES and 5.8% of portfolio in APPLE.

The fund managers got completely rid off NVR INC COM (NVR), VAIL RESORTS (MTN) and NASDAQ INC (NDAQ) stocks. They significantly reduced their stock positions in AXON ENTERPRISE INC (AXON), CADENCE DESIGN SYSTEM INC COM (CDNS) and ZIMMER BIOMET (ZBH). Washington Trust Advisors, Inc. opened new stock positions in WATERS CORP (WAT), TEMPUS AI and ISHARES SELECT DIVIDEND ETF (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ARROWHEAD PHARMACEUTICALS (ARWR), S&P GLOBAL (SPGI) and EQT CORP (EQT).

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

Our best estimate is that Washington Trust Advisors, Inc. made a return of -4% in the last quarter. In trailing 12 months, it's portfolio return was 13.58%.

Performance
S&P 500

New Buys

Ticker	$ Bought
waters corp	3,880,630
tempus ai	2,705,020
ishares select dividend etf	120,371
spdr bridgewater all weather etf	86,550
dimensional us small cap value etf	61,530
vanguard information technology etf	49,538
vanguard total int'l stock etf	47,962
elanco animal health inc com	47,381

New stocks bought by Washington Trust Advisors, Inc.

Additions

Ticker	% Inc.
arrowhead pharmaceuticals	4,537
s&p global	2,142
eqt corp	1,000
defiance quantum etf	747
vertiv holdings	335
citigroup	245
applovin corp	182
blackstone group lp	167

Additions to existing portfolio by Washington Trust Advisors, Inc.

Reductions

Ticker	% Reduced
docusign	-79.04
doordash inc	-78.88
micron technology	-66.09
kimberly-clark	-65.79
paypal	-63.68
cvs caremark	-61.99
ishares msci eafe	-59.57
okta inc	-56.83

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 18.9% of it's holdings in Others sector.

Sector	%
Others	18.9
Technology	17.3
Industrials	14.2
Communication Services	12.9
Healthcare	12.4
Consumer Cyclical	9.9
Financial Services	5.8
Consumer Defensive	3.1
Energy	1.9
Basic Materials	1.9
Real Estate	1.5

Market Cap. Distribution

Washington Trust Advisors, Inc. has about 79.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	42.7
MEGA-CAP	36.9
UNALLOCATED	18.9
MID-CAP	1.5

Stocks belong to which Index?

About 76.2% of the stocks held by Washington Trust Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	74.9
Others	23.8
RUSSELL 2000	1.3

Top 5 Winners (%)		%
LYB	lyondellbasell	79.5 %
DOW	dow chemical	75.8 %
TDW	tidewater	65.4 %
CVE	cenovus energy	56.8 %
IMO	imperial oil	51.6 %

Top 5 Winners ($)		$
PWR	quanta services	20.8 M
DE	deere & co	6.3 M
XOM	exxon mobil	4.0 M
MSGE	sphere entertainment	2.2 M
APD	air products	1.8 M

Top 5 Losers (%)		%
WDAY	workday inc a	-38.9 %
ICLR	icon plc	-37.3 %
EPAM	epam systems	-33.9 %
	rubrik inc	-33.9 %
BSX	boston scientific corp	-33.8 %

Top 5 Losers ($)		$
BKNG	booking holdings	-8.7 M
IQV	iqvia holdings	-7.1 M
V	visa	-6.7 M
META	meta platforms	-6.4 M
PANW	palo alto networks	-5.8 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 683 stocks in it's portfolio. About 40.2% of the portfolio is in top 10 stocks. BKNG proved to be the most loss making stock for the portfolio. PWR was the most profitable stock for Washington Trust Advisors, Inc. last quarter.

Last Reported on: 06 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple	5.76	280,814	71,267,700	reduced	-2.41

AAXJ	ishares iboxx high yield bond index	0.40	62,861	5,001,250	added	0.39

AAXJ	ishares nat'l muni bond etf	0.01	900	95,535	unchanged	0.00

AAXJ	ishares esg optimized msci usa etf	0.00	250	33,014	unchanged	0.00

AAXJ	ishares global clean energy	0.00	550	10,060	unchanged	0.00

AAXJ	ishares msci eafe small-cap etf	0.00	117	9,174	unchanged	0.00

ABBV	abbvie	0.29	16,369	3,560,080	added	0.1

ABT	abbott labs	0.23	27,266	2,799,400	added	0.81

ACES	alerian mlp etf	0.02	5,667	298,311	reduced	-3.59

ACGL	arch cap group ltd ord	0.00	91.00	8,760	unchanged	0.00

ACIO	defiance quantum etf	0.01	1,102	118,245	added	747

ACN	accenture	0.01	474	93,989	unchanged	0.00

ACWV	ishares msci eft world	0.01	394	70,896	unchanged	0.00

ADBE	adobe systems	0.00	65.00	15,800	added	30.00

ADI	analog devices	0.01	292	92,944	reduced	-10.7

ADP	automatic data	0.21	12,746	2,589,730	reduced	-1.24

ADSK	autodesk inc	0.01	354	84,748	added	2.31

AEM	agnico eagle mines ltd	0.01	550	111,639	unchanged	0.00

AEP	american elec pwr	0.00	180	23,594	unchanged	0.00

AFK	vaneck semiconductor etf	0.02	540	207,036	unchanged	0.00