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Washington Trust Co.
Washington Trust Wealth Management (WTWM), a subsidiary of The Washington Trust Company, is a premier regional wealth advisory group headquartered in Westerly, Rhode Island. Founded in 1800, Washington Trust is the oldest community bank in the United States and now serves individuals, families, businesses, foundations, endowments, and municipalities, primarily across Rhode Island, Massachusetts, and Connecticut. WTWM delivers client-focused financial planning, investment management, and full trust services, with a staff of over 600 employees within the corporation. It is recognized for its commitment to community banking and comprehensive financial solutions.
Investment Strategy
Washington Trust Wealth Management utilizes a holistic, client-focused approach to wealth management. Strategies are highly customized to each client's goals, accounting for wealth preservation, growth, risk management, and liquidity. Services include comprehensive financial planning, broad investment management, trust and fiduciary solutions, and integration of banking and lending needs. The firm's philosophy centers on collaboration, tailored advice, and sustaining multi-generational financial wellbeing, with an emphasis on evolving solutions to meet clients' changing needs.
Latest 13F Filing Activity
Washington Trust Co. filed their most recent 13F report on Jun 30, 2025 disclosing 257 equity positions with a total 13F market value of $3B. The fund increased holdings in Broadcom Inc., Nvidia Corp., Microsoft Corp. among other positions. Washington Trust Co. reduced exposure to Sysco Corp., Apple Inc., Thermo Fisher Scientific Inc. among others.
Top Holdings
Equity Positions (257)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TRUST | 4.49% | $127.0M | 205,604 | $303.68 | $617.85 | +$11.9M |
A AAPL | APPLE INC | 3.97% | $112.4M | 547,750 | $35.80 | $205.17 | -$10.4M |
A AVGO | BROADCOM INC | 3.78% | $106.9M | 387,830 | $31.65 | $275.65 | +$40.4M |
M MSFT | MICROSOFT CORP | 3.67% | $103.7M | 208,537 | $53.58 | $497.41 | +$24.8M |
N NVDA | NVIDIA CORP | 3.29% | $93.1M | 589,316 | $3.82 | $157.99 | +$27.0M |
Industry Allocation
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