Wetherby Asset Management Inc Purchases in Q3 2025

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WPM
Wheaton Precious Metals Corp.

Basic Materials
912
+ 3.95%
$86.72 - $111.84 $79.1K - $102K
24K $2.68M
CBRE
Cbre Group, Inc.

Real Estate
415
+ 1.37%
$137.04 - $165.9 $56.9K - $68.8K
30.7K $4.84M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
50K
+ 59.76%
$12.11 - $12.64 $606K - $632K
134K $1.65M
PEP
Pepsico Inc

Consumer Defensive
1.87K
+ 5.02%
$133.81 - $152.16 $250K - $285K
39.1K $5.5M
STX
Seagate Technology Holdings PLC

Technology
187
+ 3.26%
$142.01 - $236.06 $26.6K - $44.1K
5.93K $1.4M
XOM
Exxon Mobil Corp

Energy
2.08K
+ 3.1%
$105.83 - $117.22 $221K - $244K
69.2K $7.8M
IVV
Ishares Core S&P 500 ETF

ETFs
319
+ 4.37%
$620.67 - $670.08 $198K - $214K
7.62K $5.1M
IWM
Ishares Russell 2000 ETF

ETFs
860
+ 6.32%
$214.92 - $244.84 $185K - $211K
14.5K $3.5M
EEM
Ishares Msci Emerging Markets

ETFs
5K
+ 8.97%
$48.07 - $53.4 $240K - $267K
60.7K $3.24M
GM
General Motors CO

Consumer Cyclical
1.63K
+ 4.59%
$48.89 - $61.24 $79.9K - $100K
37.2K $2.27M
ETN
Eaton Corp PLC

Industrials
622
+ 4.17%
$342.99 - $392.76 $213K - $244K
15.6K $5.82M
WF
Woori Financial Group Inc.

Financial Services
1.55K
+ 2.49%
$49.62 - $57.76 $76.9K - $89.5K
63.8K $3.58M
MPC
Marathon Petroleum Corp

Energy
445
+ 3.05%
$158.59 - $198.69 $70.6K - $88.4K
15K $2.9M
RY
Royal Bank Of Canada

Financial Services
148
+ 0.52%
$128.46 - $148.6 $19K - $22K
28.7K $4.23M
AZO
Autozone Inc

Consumer Cyclical
13
+ 1.87%
$3649.42 - $4354.54 $47.4K - $56.6K
708 $3.04M
BNS
Bank Of Nova Scotia

Financial Services
1.68K
+ 4.52%
$54.5 - $64.93 $91.4K - $109K
38.8K $2.51M
ABT
Abbott Laboratories

Healthcare
4.24K
+ 6.9%
$120.51 - $136.62 $511K - $579K
65.6K $8.79M
AXP
American Express CO

Financial Services
386
+ 1.64%
$294.27 - $342.31 $114K - $132K
23.9K $7.94M
UBER
Uber Technologies, Inc

Technology
2.98K
+ 10.91%
$86.91 - $99.57 $259K - $297K
30.3K $2.97M
XPEV
Xpeng Inc.

Consumer Cyclical
1.55K
+ 2.27%
$17.4 - $24.33 $26.9K - $37.6K
69.7K $1.63M
CDNS
Cadence Design Systems Inc

Technology
292
+ 4.15%
$309.46 - $373.37 $90.4K - $109K
7.33K $2.57M
AMZN
Amazon Com Inc

Consumer Cyclical
1.57K
+ 0.49%
$211.65 - $238.24 $333K - $374K
325K $71.3M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
7.28K
+ 10.8%
$14.73 - $19.31 $107K - $141K
74.7K $1.44M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
184
+ 0.85%
$89.32 - $107.82 $16.4K - $19.8K
21.7K $2.34M
KBH
Kb Home

Consumer Cyclical
1.49K
+ 5.33%
$52.78 - $67.97 $78.8K - $101K
29.5K $1.88M
ALB
Albemarle Corp

Basic Materials
4.82K
New
$62.9 - $88.1 $303K - $425K
4.82K $390K
PFE
Pfizer Inc

Healthcare
10.9K
+ 12.56%
$23.29 - $25.88 $254K - $283K
97.9K $2.49M
NOC
Northrop Grumman Corp

Industrials
35
+ 1.08%
$498.9 - $609.32 $17.5K - $21.3K
3.29K $2M
BIDU
Baidu, Inc.

Communication Services
2.84K
New
$85.86 - $137.83 $244K - $391K
2.84K $373K
BA
Boeing CO

Industrials
1.47K
+ 17.7%
$209.79 - $237.38 $308K - $348K
9.76K $2.11M
WFC
Wells Fargo & Company

Financial Services
2.15K
+ 4.24%
$77.05 - $85.16 $166K - $183K
52.9K $4.43M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
25
+ 0.07%
$134.94 - $145.86 $3.37K - $3.65K
35.4K $5.16M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
8.61K
+ 100.0%
$42.13 - $44.1 $363K - $380K
17.2K $742K
BTI
British American Tobacco P.L.C.

Consumer Defensive
4.01K
+ 15.22%
$46.69 - $59.27 $187K - $238K
30.4K $1.61M
VUG
Vanguard Growth ETF

ETFs
40
+ 0.49%
$433.97 - $484.08 $17.4K - $19.4K
8.29K $3.97M
NIO
Nio Inc.

Consumer Cyclical
14.8K
+ 25.61%
$3.41 - $7.62 $50.6K - $113K
72.7K $554K
WDC
Western Digital Corp

Technology
840
+ 19.48%
$63.84 - $120.06 $53.6K - $101K
5.15K $618K
ROP
Roper Technologies Inc

Industrials
939
+ 47.86%
$495.03 - $573.0 $465K - $538K
2.9K $1.45M
DHI
Horton D R Inc

Consumer Cyclical
287
+ 4.25%
$129.82 - $184.04 $37.3K - $52.8K
7.04K $1.19M
HTGC
Hercules Capital, Inc.

Financial Services
17K
New
$18.34 - $19.53 $312K - $332K
17K $321K
WELL
Welltower Inc.

Real Estate
674
+ 8.28%
$150.71 - $178.14 $102K - $120K
8.81K $1.57M
HSY
Hershey CO

Consumer Defensive
530
+ 5.16%
$161.95 - $193.45 $85.8K - $103K
10.8K $2.02M
IAT
Ishares Tr

ETFs
6K
New
$48.92 - $54.5 $294K - $327K
6K $315K
LEU
Centrus Energy Corp

Energy
1.01K
New
$166.58 - $315.62 $167K - $317K
1.01K $311K
CSX
Csx Corp

Industrials
3.45K
+ 5.34%
$32.05 - $36.52 $111K - $126K
68.1K $2.42M
CVE
Cenovus Energy Inc.

Energy
2.01K
+ 2.52%
$13.87 - $17.81 $27.9K - $35.8K
81.8K $1.39M
BMO
Bank Of Montreal

Financial Services
17
+ 0.11%
$110.44 - $130.66 $1.88K - $2.22K
15.2K $1.98M
EWJ
Ishares Msci Japan ETF

ETFs
3.5K
+ 100.0%
$71.69 - $81.49 $251K - $285K
7K $561K
PDD
Pinduoduo Inc.

Consumer Cyclical
22
+ 0.21%
$102.41 - $134.86 $2.25K - $2.97K
10.6K $1.4M
Activity Summary
Buys All Purchases 524 New Holdings 43 Increased Positions 481 Sells All Sells 315 Reductions 315 Sold out 0 Options Calls 0 Puts 0
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