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The Washington Trust Company of Westerly
Peter R. Phillips · Bank/Insurer · Multi-Strategy
Founded in 1800, The Washington Trust Company of Westerly is the oldest community bank in the United States and the largest state-chartered bank headquartered in Rhode Island. The institution operates as a premier regional financial services firm, offering a comprehensive suite of services including commercial banking, mortgage lending, and personal banking. Its wealth management division provides fiduciary, trust, and investment advisory services to high-net-worth individuals, families, and institutional clients across New England. Publicly traded on the NASDAQ under the symbol WASH, the company is recognized for its long-standing history of community involvement and its focus on providing personalized, relationship-driven financial solutions.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.7% |
| YTD return | +13.1% |
| Sharpe ratio | 2.61 |
| Win rate | 67% |
| AUM | $1.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.washtrust.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 11.6% | +22.5% |
| GOOGL | Alphabet Inc Class A | 10.0% | +34.1% |
| AVGO | Broadcom Inc | 8.9% | +5.5% |
| NVDA | NVIDIA Corporation | 8.0% | +21.5% |
| AMZN | Amazon.com Inc | 7.3% | +15.5% |
| MSFT | Microsoft Corporation | 6.9% | +1.6% |
| JPM | JPMorgan Chase & Co | 5.7% | +15.9% |
| V | Visa Inc. Class A | 5.5% | +9.3% |
| PANW | Palo Alto Networks Inc | 4.9% | +60.4% |
| TMO | Thermo Fisher Scientific Inc | 3.7% | +16.7% |
| DELL | Dell Technologies Inc | 3.3% | +26.1% |
| KLAC | KLA-Tencor Corporation | 3.3% | -26.8% |
| META | Meta Platforms Inc. | 2.9% | -12.0% |
| RTX | Raytheon Technologies Corp | 2.8% | +6.2% |
| HD | The Home Depot Inc | 2.7% | -16.5% |
| PWR | Quanta Services Inc | 2.7% | +11.5% |
| WAB | Westinghouse Air Brake Technologies Corp | 2.6% | +37.2% |
| ASML | ASML Holding NV ADR | 2.4% | -4.7% |
| ADI | Analog Devices Inc | 2.3% | +35.5% |
| WMT | Walmart Inc. Common Stock | 2.3% | +4.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | ADI | 2.5% → 2.3% |
| Aug 24, 2026 | BUY | META | 3.4% → 2.9% |
| Aug 24, 2026 | SELL | HD | 2.9% → 2.7% |
| Aug 24, 2026 | SELL | AAPL | 12.6% → 11.6% |
| Aug 24, 2026 | SELL | V | 5.4% → 5.5% |
Investment Style Analysis
The Washington Trust Company of Westerly is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $1.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, The Washington Trust Company of Westerly made a significant move by reducing the position in ADI. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution's investment philosophy is centered on a goals-based, holistic approach that emphasizes active asset allocation and broad diversification. They utilize a combination of in-house expertise and external manager selection to build 'best-of-class' portfolios tailored to individual client needs for growth, wealth preservation, and risk management. Their strategy is fundamentally based, prioritizing disciplined research and long-term results over short-term market trends. By maintaining an open architecture, they aim to avoid proprietary constraints and provide objective advice that aligns with the multi-generational financial objectives of their clients.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with The Washington Trust Company of Westerly.
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Frequently asked questions
How is the simulated portfolio for The Washington Trust Company of Westerly constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is The Washington Trust Company of Westerly's largest holding?
As of the latest filing, The Washington Trust Company of Westerly's top position is Apple Inc (AAPL), representing 11.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is The Washington Trust Company of Westerly's historical performance and risk profile?
Our simulation indicates a total return of +18.7% with a win rate of 67%. Notably, the portfolio maintains a Sharpe Ratio of 2.61, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does The Washington Trust Company of Westerly primarily invest in?
The Washington Trust Company of Westerly has a strong preference for the Semiconductors sector, which makes up 19.2% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is The Washington Trust Company of Westerly's portfolio concentrated or diversified?
The Washington Trust Company of Westerly runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 30.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has The Washington Trust Company of Westerly performed in 2026?
Our AI-simulated model portfolio for The Washington Trust Company of Westerly tracks a Year-to-Date (YTD) return of +13.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Peter R. Phillips manage The Washington Trust Company of Westerly directly?
Yes, Peter R. Phillips serves as the key portfolio manager for The Washington Trust Company of Westerly, overseeing the investment strategy and final capital allocation decisions.