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Latest Washington Trust Advisors, Inc. Stock Portfolio

$1.35Billion | No. of Holdings #723

Washington Trust Advisors, Inc. Performance

2026 Q2+10.21%
YTD+5.80%
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 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Washington Trust Advisors, Inc. reported an equity portfolio of $1.3 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Washington Trust Advisors, Inc. are PWR, PANW, AAPL. The fund has invested 7.6% of it's portfolio in QUANTA SERVICES and 5.8% of portfolio in PALO ALTO NETWORKS. <br><br> The fund managers got completely rid off EXXON MOBIL (XOM), HONEYWELL INT'L (HON) and INVESCO S&P 500 (CSD) stocks. They significantly reduced their stock positions in GENERAL DYNAMICS CORP (GD), CUMMINS INC (CMI) and ELEVANCE HEALTH (ANTX). Washington Trust Advisors, Inc. opened new stock positions in EXXON MOBIL, ZETA GLOBAL HOLDINGS CORP A (ZETA) and KRATOS DEFENSE & SECURITY SOLUTIONS (KTOS). The fund showed a lot of confidence in some stocks as they added substantially to PRUDENTIAL FINANCIAL (PRU), AXON ENTERPRISE INC (AXON) and AMPHENOL CORP (APH).
Washington Trust Advisors, Inc. Equity Portfolio Value
Last Reported on: 29 Jul, 2026
$1.35Billion
  as of Jul 29, 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 10.21% in the last quarter. In trailing 12 months, it's portfolio return was 14%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxon mobil10,697,800
medline5,370,900
zeta global holdings corp a1,843,460
kratos defense & security solutions794,120
fedex freight346,696
bny mellon municipal intermediate etf307,440
nasdaq inc115,156
honeywell int'l103,218
New stocks bought by Washington Trust Advisors, Inc.

Additions

Ticker% Inc.
prudential financial2,900
axon enterprise inc1,300
amphenol corp1,171
arista networks1,088
illinois took works inc741
seagate technology hldngs plc ord shs712
vanguard information technology etf700
vanguard growth etf500
Additions to existing portfolio by Washington Trust Advisors, Inc.

Reductions

Ticker% Reduced
cummins inc-91.04
docusign-84.84
guidewire software-80.00
alexandria real estate equities-79.16
mcdonald's-69.89
intercontinental exchange-69.73
vanguard dividend appreciation etf-68.09
diageo plc-67.91
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 20.6% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Communication Services
  • Healthcare
  • Consumer Cyclical
  • Financial Services
  • Consumer Defensive
  • Basic Materials
  • Real Estate
Sector%
Technology20.6
Others20.2
Industrials14.4
Communication Services13
Healthcare10.7
Consumer Cyclical9.2
Financial Services5.7
Consumer Defensive2.5
Basic Materials1.6
Real Estate1.3

Market Cap. Distribution

Washington Trust Advisors, Inc. has about 77.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP40.2
LARGE-CAP37.6
UNALLOCATED20.2
MID-CAP1.9

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 50073.5
Others24.8
RUSSELL 20001.6
Top 5 Winners (%)%
INTC
intel
195.5 %
YNDX
nebius group n.v. shs class a
166.2 %
DELL
dell technologies inc
145.4 %
MRVL
marvell technology inc
138.4 %
WDC
western digital corp com
136.2 %
Top 5 Winners ($)$
PANW
palo alto networks
42.7 M
PWR
quanta services
25.6 M
GOOG
alphabet cl c
13.5 M
GOOG
alphabet cl a
10.7 M
AAPL
apple
9.7 M
Top 5 Losers (%)%
VAW
vanguard information technology etf
-73.1 %
VB
vanguard growth etf
-70.4 %
AMPS
ishares core high dividend etf
-70.3 %
CVNA
carvana co cl a
-67.7 %
VB
vanguard mid cap index fund etf
-61.3 %
Top 5 Losers ($)$
VB
vanguard growth etf
-25.4 M
REGN
regeneron pharmaceuticals
-4.2 M
RMD
resmed
-3.5 M
PEP
pepsico
-2.3 M
CHWY
chewy
-2.0 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 723 stocks in it's portfolio. About 43.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. PANW was the most profitable stock for Washington Trust Advisors, Inc. last quarter.

$1.35BTotal Value
500Positions
29 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Washington Trust Advisors, Inc., last reported on 29 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
0.37%63,034
$5.04M
0.37%
increased 0.28 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
$96.9K
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
$38.6K
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%5,539
$287.2K
0.02%
decreased 2.26 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
$182.2K
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
$61.6K
0%
decreased 22.84 percentreduced
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
$85.3K
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
0.03%525
$344.3K
0.03%
decreased 2.78 percentreduced
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
$175.7K
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
$111.8K
0.01%
unchanged 0 percentunchanged