Latest Washington Trust Advisors, Inc. Stock Portfolio

Washington Trust Advisors, Inc. Performance:

2025 Q4: 1.75%YTD: 12.82%2024: 11.58%

Performance for 2025 Q4 is 1.75%, and YTD is 12.82%, and 2024 is 11.58%.

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

Washington Trust Advisors, Inc. is a hedge fund based in Wellesley, MA. On 2026-02-03, 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 31 Dec, 2025.

The top stock holdings of Washington Trust Advisors, Inc. are AAPL, PWR, GOOG. The fund has invested 6% of it's portfolio in APPLE and 5.5% of portfolio in QUANTA SERVICES.

The fund managers got completely rid off ISHARES IBONDS DEC 2025 TERM TREASURY ETF (DMXF), ARM HOLDINGS PLC SPONSORED ADS and ELECTRONIC ARTS INC (EA) stocks. They significantly reduced their stock positions in EQUITABLE HOLDINGS INC (EQH), SBA COMMUNICATIONS CORP CL A (SBAC) and MERCADOLIBRE INC (MELI). Washington Trust Advisors, Inc. opened new stock positions in DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF (DFAC), MPLX LP (MPLX) and UNILEVER PLC. The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX (NFLX), S&P GLOBAL INC (SPGI) and BOSTON SCIENTIFIC CORP (BSX).

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

Our best estimate is that Washington Trust Advisors, Inc. made a return of 1.75% in the last quarter. In trailing 12 months, it's portfolio return was 12.82%.

Performance
S&P 500

New Buys

Ticker	$ Bought
dimensional global ex us core fixed income etf	232,665
mplx lp	204,140
unilever plc	86,524
nasdaq inc	46,525
qnity electronics	39,927
cintas	34,041
keurig dr. pepper inc	30,783
kkr & co inc	26,516

New stocks bought by Washington Trust Advisors, Inc.

Additions

Ticker	% Inc.
netflix	903
s&p global inc	902
boston scientific corp	874
freshpet	516
corning	258
servicenow	219
jpmorgan ultra-short income etf	209
applovin corp	160

Additions to existing portfolio by Washington Trust Advisors, Inc.

Reductions

Ticker	% Reduced
vail resorts	-69.36
metlife	-67.7
advanced micro devices inc	-67.5
ishares russell 1000 value etf	-61.94
monster beverage corp	-61.66
colgate palmolive	-55.62
pinterest inc	-50.37
alexandria real estate equities	-48.88

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 18.7% of it's holdings in Technology sector.

Sector	%
Technology	18.7
Others	18.3
Communication Services	14
Healthcare	12.8
Industrials	12
Consumer Cyclical	10.7
Financial Services	5.8
Consumer Defensive	2.8
Basic Materials	1.8
Real Estate	1.6
Energy	1.3

Market Cap. Distribution

Washington Trust Advisors, Inc. has about 79% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	42.7
MEGA-CAP	36.3
UNALLOCATED	18.3
MID-CAP	1.9

Stocks belong to which Index?

About 75% of the stocks held by Washington Trust Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	75
Others	24

Top 5 Winners (%)		%
GLSI	greenwich lifesciences	111.2 %
ARWR	arrowhead pharmaceuticals	77.0 %
MU	micron technology	70.6 %
GMED	globus medical	51.3 %
AXSM	axsome therapeutics	50.4 %

Top 5 Winners ($)		$
GOOG	alphabet cl c	15.2 M
GOOG	alphabet cl a	11.3 M
REGN	regeneron pharmaceuticals	6.2 M
AAPL	apple	5.0 M
IQV	iqvia holdings	4.7 M

Top 5 Losers (%)		%
NFLX	netflix	-86.6 %
NOW	servicenow	-76.6 %
DD	dupont	-46.8 %
XLB	utilities select sector spdr fund	-43.9 %
XLB	consumer discretionary select spdr	-43.0 %

Top 5 Losers ($)		$
META	meta platforms	-5.5 M
UBER	uber technologies	-4.8 M
PANW	palo alto networks	-4.8 M
RMD	resmed	-4.1 M
VEEV	veeva systems	-3.4 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 585 stocks in it's portfolio. About 41% of the portfolio is in top 10 stocks. META proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Washington Trust Advisors, Inc. last quarter.

Last Reported on: 03 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies	0.00	118	16,056	unchanged	0.00

AAPL	apple	5.98	287,747	78,227,000	reduced	-2.17

AAXJ	ishares iboxx high yield bond index	0.39	62,616	5,048,760	reduced	-0.9

AAXJ	ishares nat'l muni bond etf	0.01	900	96,399	unchanged	0.00

AAXJ	ishares esg optimized msci usa etf	0.00	250	34,825	unchanged	0.00

ABBV	abbvie	0.28	16,352	3,736,250	reduced	-2.37

ABT	abbott labs	0.26	27,047	3,388,720	reduced	-0.04

ACES	alerian mlp etf	0.02	5,878	276,384	unchanged	0.00

ACIO	defiance quantum etf	0.00	130	14,256	new

ACN	accenture	0.01	474	127,174	unchanged	0.00

ACWV	ishares msci eft world	0.01	394	73,160	added	0.25

ADBE	adobe systems	0.00	50.00	17,500	unchanged	0.00

ADI	analog devices	0.01	327	88,722	reduced	-6.57

ADP	automatic data	0.25	12,906	3,319,810	reduced	-1.69

ADSK	autodesk inc	0.01	346	102,419	unchanged	0.00

AEP	american elec pwr	0.00	180	20,756	unchanged	0.00

AFK	vaneck semiconductor etf	0.01	540	194,470	unchanged	0.00

AGNG	global x nasdaq 100 cov call	0.01	9,535	168,477	unchanged	0.00

AGZD	wisdomtree international midcap dividend	0.01	1,312	105,692	unchanged	0.00

AGZD	wisdomtree us large cap dividend	0.01	1,075	94,686	unchanged	0.00