Wetherby Asset Management Inc Purchases in Q2 2025

Wetherby Asset Management Inc

  • $2.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
1.76K
+ 103.96%
N/A
3.45K $918K
WM
Waste Management Inc

Industrials
746
+ 6.8%
$216.47 - $242.1 $161K - $181K
11.7K $2.68M
IEFA
Ishares Tr

ETFs
709
+ 2.32%
$67.83 - $84.09 $48.1K - $59.6K
31.3K $2.61M
SYK
Stryker Corp

Healthcare
188
+ 1.74%
$337.37 - $395.63 $63.4K - $74.4K
11K $4.36M
AZN
Astrazeneca PLC

Healthcare
2.2K
+ 3.16%
$64.87 - $75.0 $143K - $165K
71.8K $5.02M
EBAY
Ebay Inc

Consumer Cyclical
1.84K
+ 7.3%
$59.52 - $79.36 $109K - $146K
27K $2.01M
SHOP
Shopify Inc.

Technology
2.11K
+ 9.46%
$76.89 - $115.35 $162K - $243K
24.4K $2.81M
ENB
Enbridge Inc

Energy
5.96K
+ 9.99%
$41.09 - $47.16 $245K - $281K
65.6K $2.97M
MOS
Mosaic CO

Basic Materials
7.39K
+ 54.37%
$22.76 - $36.95 $168K - $273K
21K $765K
IRTC
I Rhythm Technologies, Inc.

Healthcare
5
+ 0.07%
$96.84 - $154.71 $484 - $774
6.74K $1.04M
TIMB
Tim S.A.

Communication Services
20.6K
New
$14.45 - $20.11 $298K - $415K
20.6K $415K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
150
+ 0.6%
$81.84 - $93.53 $12.3K - $14K
25.2K $2.33M
WELL
Welltower Inc.

Real Estate
1.45K
+ 21.73%
$136.49 - $155.22 $198K - $226K
8.14K $1.25M
ISRG
Intuitive Surgical Inc

Healthcare
515
+ 8.84%
$451.58 - $565.94 $233K - $291K
6.34K $3.45M
MSTR
Microstrategy Inc

Technology
586
+ 40.39%
$237.95 - $421.61 $139K - $247K
2.04K $823K
KBH
Kb Home

Consumer Cyclical
11.6K
+ 70.34%
$50.15 - $58.93 $580K - $681K
28K $1.48M
MET
Metlife Inc

Financial Services
5.22K
+ 36.41%
$68.42 - $82.49 $357K - $430K
19.5K $1.57M
RY
Royal Bank Of Canada

Financial Services
614
+ 2.2%
$108.36 - $131.55 $66.5K - $80.8K
28.6K $3.76M
LYG
Lloyds Banking Group PLC

Financial Services
15.1K
+ 7.15%
$3.32 - $4.29 $50.1K - $64.8K
226K $961K
RSG
Republic Services, Inc.

Industrials
13
+ 0.16%
$227.2 - $258.07 $2.95K - $3.35K
8.36K $2.06M
MCO
Moodys Corp

Financial Services
297
+ 3.6%
$396.7 - $501.59 $118K - $149K
8.55K $4.29M
HOOD
Robinhood Markets, Inc.

Technology
4.04K
New
$34.17 - $93.63 $138K - $379K
4.04K $378K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.35K
+ 9.78%
$39.43 - $49.34 $92.7K - $116K
26.4K $1.25M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
15.7K
New
$19.51 - $23.9 $306K - $374K
15.7K $374K
AXON
Axon Enterprise, Inc.

Industrials
190
+ 20.52%
$497.13 - $827.94 $94.5K - $157K
1.12K $923K
ED
Consolidated Edison Inc

Utilities
3.25K
+ 83.62%
$98.05 - $113.3 $319K - $369K
7.14K $716K
BXP
Boston Properties Inc

Real Estate
5.82K
+ 129.83%
$56.86 - $74.12 $331K - $431K
10.3K $695K
IWV
Ishares Russell 3000 ETF

ETFs
12
+ 0.06%
$281.67 - $351.0 $3.38K - $4.21K
21K $7.38M
VBR
Vanguard Small Cap Value ETF

ETFs
1.82K
New
$162.76 - $195.77 $296K - $356K
1.82K $354K
TRV
Travelers Companies, Inc.

Financial Services
384
+ 4.23%
$233.83 - $276.34 $89.8K - $106K
9.47K $2.53M
EQT
Eqt Corp

Energy
994
+ 4.25%
$46.11 - $60.44 $45.8K - $60.1K
24.4K $1.42M
SHW
Sherwin Williams CO

Basic Materials
921
+ 11.81%
$313.51 - $363.51 $289K - $335K
8.72K $2.99M
WMS
Advanced Drainage Systems, Inc.

Industrials
2.98K
New
$96.79 - $123.55 $289K - $369K
2.98K $342K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
3.61K
+ 2.47%
$10.79 - $14.14 $38.9K - $51K
150K $2.05M
GWRE
Guidewire Software, Inc.

Technology
1.43K
New
$172.73 - $257.37 $248K - $369K
1.43K $337K
BA
Boeing CO

Industrials
360
+ 4.54%
$136.59 - $217.51 $49.2K - $78.3K
8.29K $1.74M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.91K
New
$73.19 - $85.21 $286K - $334K
3.91K $333K
USFD
Us Foods Holding Corp.

Consumer Defensive
4.31K
New
$60.47 - $79.12 $261K - $341K
4.31K $332K
FFIV
F5, Inc.

Technology
1.12K
New
$239.25 - $295.9 $269K - $333K
1.12K $330K
AEM
Agnico Eagle Mines LTD

Basic Materials
375
+ 5.4%
$99.48 - $124.46 $37.3K - $46.7K
7.32K $870K
CAH
Cardinal Health Inc

Healthcare
333
+ 6.14%
$125.0 - $168.0 $41.6K - $55.9K
5.75K $966K
MELI
Mercadolibre Inc

Consumer Cyclical
53
+ 26.37%
$1794.73 - $2613.63 $95.1K - $139K
254 $663K
DELL
Dell Technologies Inc.

Technology
1.55K
+ 8.66%
$71.63 - $125.98 $111K - $195K
19.5K $2.38M
PAC
Pacific Airport Group

Industrials
1.38K
New
$175.11 - $238.95 $241K - $329K
1.38K $315K
FLEX
Flex Ltd.

Technology
3.84K
+ 36.89%
$26.68 - $50.09 $102K - $192K
14.2K $710K
FUTU
Futu Holdings LTD

Financial Services
2.49K
New
$74.81 - $124.33 $186K - $310K
2.49K $307K
MLM
Martin Marietta Materials Inc

Basic Materials
472
+ 32.11%
$452.51 - $568.19 $214K - $268K
1.94K $1.07M
TTWO
Take Two Interactive Software Inc

Communication Services
247
+ 5.95%
$194.58 - $243.05 $48.1K - $60K
4.4K $1.07M
HQH
Tekla Healthcare Investors

Financial Services
19.4K
New
$14.14 - $16.32 $275K - $317K
19.4K $301K
Activity Summary
Buys All Purchases 473 New Holdings 86 Increased Positions 387 Sells All Sells 399 Reductions 399 Sold out 0 Options Calls 1 Puts 0
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