Washington Trust Advisors, Inc.
SEC Form 13F institutional filer · CIK 0001900099
13F-HR · 397 reported holdings · 2026-03-31
Washington Trust Advisors, Inc. is a wealth management firm.
Reported long-US-equity value
$1.08B
Top-10 concentration
46.2%
Washington Trust Advisors, Inc. — $1.08B AUM allocation strategy
Washington Trust Advisors, Inc. files SEC Form 13F and reports $1.08B of long US equity value across 397 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 15.1%, followed by Information Technology 14.8% and Communication Services 13.4%.
The top 10 holdings account for 46% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Washington Trust Advisors, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.08B
total across 397 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
46% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SPGI +21.5K sh · +$9.04M+$MSFT +4.64K sh · −$3.58M+$XYL +4.22K sh · −$577K
Biggest trims (shares)
−$PYPL −57.7K sh · −$3.8M−$ARE −19.7K sh · −$1.05M−$SCHW −18.5K sh · +$852K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services13.4%—
- Construction & Engineering9.9%—
- Technology Hardware, Storage & Peripherals6.6%—
- Systems Software5.4%—
- Broadline Retail4.0%—
- Transaction & Payment Processing Services3.8%—
- Investment Banking & Brokerage3.3%—
- Agricultural & Farm Machinery3.3%—
- Other holdings50.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $PWR | Quanta Services Inc | 158K | $86.7M | -11.9K | 8.0% |
| $AAPL | Apple Inc | 281K | $71.3M | -6.93K | 6.6% |
| $GOOGL | Alphabet Inc | 208K | $59.6M | -5.69K | 5.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 156K | $44.9M | -3.95K | 4.2% |
| $AMZN | Amazon.com Inc | 208K | $43.2M | -3.47K | 4.0% |
| $V | Visa Inc | 136K | $41.1M | -2.87K | 3.8% |
| $META | Meta Platforms Inc | 71.7K | $41M | -1.79K | 3.8% |
| $PANW | Palo Alto Networks Inc | 243K | $39M | +429 | 3.6% |
| $SCHW | Charles Schwab Corporation | 1.15M | $36.1M | -18.5K | 3.3% |
| $DE | Deere & Company | 63.6K | $35.8M | -2.56K | 3.3% |
…and 387 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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