Latest Washington Trust Advisors, Inc. Stock Portfolio

Washington Trust Advisors, Inc. Performance:

2025 Q3: 5.08%YTD: 9.31%2024: 14.96%

Performance for 2025 Q3 is 5.08%, and YTD is 9.31%, and 2024 is 14.96%.

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

Washington Trust Advisors, Inc. is a hedge fund based in WELLESLEY, MA. On 13-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.8 Billions. In it's latest 13F Holdings report, Washington Trust Advisors, Inc. reported an equity portfolio of $1.3 Billions as of 30 Sep, 2025.

The top stock holdings of Washington Trust Advisors, Inc. are AAPL, PWR, META. The fund has invested 5.7% of it's portfolio in APPLE and 5.5% of portfolio in QUANTA SERVICES.

The fund managers got completely rid off TRANSDIGM GROUP INC (TDG), LPL FINL HLDGS INC (LPLA) and FAIR ISAAC CORP (FICO) stocks. They significantly reduced their stock positions in ALNYLAM PHARMACEUTICALS INC (ALNY), VERTIV HOLDINGS (VRT) and ALIBABA GROUP (BABA). Washington Trust Advisors, Inc. opened new stock positions in DIMENSIONAL NATIONAL MUNICIPAL BOND ETF (DFAC), VANECK MERK GOLD ETF (OUNZ) and SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST (DIA). The fund showed a lot of confidence in some stocks as they added substantially to ASML HOLDING NV, MOHAWK INDS INC COM (MHK) and DFA EMERGING CORE EQUITY MARKET ETF (DFAC).

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

Our best estimate is that Washington Trust Advisors, Inc. made a return of 5.08% in the last quarter. In trailing 12 months, it's portfolio return was 8.9%.

New Buys

Ticker	$ Bought
dimensional national municipal bond etf	3,909,270
dimensional us high profitability etf	2,417,720
dimensional international value etf	1,738,660
vaneck merk gold etf	1,598,950
dimensional international high profitability etf	1,492,030
dimensional us large cap value etf	657,160
dimensional international small cap etf	636,991
dimensional us real estate etf	377,279

New stocks bought by Washington Trust Advisors, Inc.

Additions

Ticker	% Inc.
asml holding nv	12,610
dfa emerging core equity market etf	1,806
webster financial	1,149
chipotle mexican grill	924
freshpet	535
dfa tax managed us equity	521
ishares gold trust	496
fifth third bancorp com	365

Additions to existing portfolio by Washington Trust Advisors, Inc.

Reductions

Ticker	% Reduced
3d systems	-85.65
lam research	-69.3
workday inc a	-64.62
charles schwab corp	-59.72
danaher	-55.36
ebay inc	-51.1
illumina	-45.55
hilton worldwide hldgs inc	-43.32

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 19.8% of it's holdings in Technology sector.

Sector	%
Technology	19.8
Others	17.9
Communication Services	12.6
Industrials	12.2
Healthcare	11.9
Consumer Cyclical	11.1
Financial Services	5.8
Consumer Defensive	2.7
Basic Materials	2.4
Real Estate	2.2
Energy	1.3

Market Cap. Distribution

Washington Trust Advisors, Inc. has about 79.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	44.7
MEGA-CAP	34.5
UNALLOCATED	17.9
MID-CAP	2

Stocks belong to which Index?

About 75.7% of the stocks held by Washington Trust Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	74.6
Others	24.2
RUSSELL 2000	1.1

Top 5 Winners (%)		%
OPTT	ocean power technologies
ARWR	arrowhead pharmaceuticals	118.3 %
APP	applovin corp	100.9 %
KTOS	kratos defense & security solutions	96.7 %
CNTA	centessa pharmaceuticals plc sponsored ads	84.5 %

Top 5 Winners ($)		$
AAPL	apple	14.9 M
GOOG	alphabet cl c	14.6 M
GOOG	alphabet cl a	11.5 M
PWR	quanta services	6.8 M
NVDA	nvidia	5.5 M

Top 5 Losers (%)		%
PTLO	portillos inc com cl a	-44.7 %
FDS	factset	-36.0 %
BRBR	bellring brands inc	-34.3 %
ALGN	align technology	-33.2 %
INSP	inspire med sys inc com	-30.4 %

Top 5 Losers ($)		$
DE	deere & co	-3.5 M
BKNG	booking holdings	-3.1 M
V	visa	-2.0 M
ISRG	intuitive surgical	-1.7 M
AMT	american tower	-1.6 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 688 stocks in it's portfolio. About 39.6% of the portfolio is in top 10 stocks. DE proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Washington Trust Advisors, Inc. last quarter.

Last Reported on: 10 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies	0.00	118	15,145	unchanged	0.00

AAPL	apple	5.70	294,139	74,896,500	reduced	-2.22

AAXJ	ishares iboxx high yield bond index	0.39	63,186	5,130,100	added	2.84

AAXJ	ishares nat'l muni bond etf	0.01	900	95,841	unchanged	0.00

AAXJ	ishares esg optimized msci usa etf	0.00	250	33,901	new

ABBV	abbvie	0.30	16,749	3,878,040	reduced	-1.67

ABT	abbott labs	0.28	27,057	3,624,020	added	0.24

ACA	arcosa inc	0.00	197	18,461	added	13.22

ACES	alerian mlp etf	0.02	5,878	275,855	reduced	-4.39

ACN	accenture	0.01	474	116,888	reduced	-17.85

ACWV	ishares msci eft world	0.00	393	71,372	unchanged	0.00

ADBE	adobe systems	0.00	50.00	17,638	reduced	-32.43

ADI	analog devices	0.01	350	86,032	added	125

ADP	automatic data	0.29	13,128	3,853,070	unchanged	0.00

ADSK	autodesk inc	0.01	346	109,914	reduced	-0.29

AEP	american elec pwr	0.00	180	20,250	unchanged	0.00

AFK	vaneck semiconductor etf	0.01	540	176,234	unchanged	0.00

AGNG	global x nasdaq 100 cov call	0.01	9,535	162,184	unchanged	0.00

AGZD	wisdomtree international midcap dividend	0.01	1,312	101,398	unchanged	0.00

AGZD	wisdomtree us large cap dividend	0.01	1,075	93,557	unchanged	0.00