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
OHI
Omega Healthcare Investors Inc

Real Estate
4.35K
+ 77.51%
$36.29 - $43.34 $158K - $189K
9.97K $420K
PEAK
Healthpeak Properties, Inc.

Real Estate
11.2K
New
N/A
11.2K $213K
SOFI
So Fi Technologies, Inc.

Financial Services
8.1K
New
$17.64 - $29.81 $143K - $241K
8.1K $213K
SNPS
Synopsys Inc

Technology
493
+ 29.09%
$387.78 - $645.35 $191K - $318K
2.19K $1.08M
GAM
General American Investors CO Inc

Financial Services
3.39K
New
$56.22 - $62.21 $191K - $211K
3.39K $211K
POOL
Pool Corp

Industrials
678
New
$292.13 - $333.62 $198K - $226K
678 $210K
HIG
Hartford Financial Services Group, Inc.

Financial Services
172
+ 0.6%
$119.73 - $134.7 $20.6K - $23.2K
28.9K $3.86M
NTAP
Net App, Inc.

Technology
656
+ 5.97%
$101.1 - $126.36 $66.3K - $82.9K
11.6K $1.38M
HPE
Hewlett Packard Enterprise CO

Technology
802
+ 1.74%
$19.81 - $25.24 $15.9K - $20.2K
46.8K $1.15M
XLK
Technology Sector Spdr

ETFs
220
+ 4.26%
$250.97 - $282.66 $55.2K - $62.2K
5.38K $1.52M
JHG
Janus Henderson Group PLC

Financial Services
4.64K
New
$39.46 - $45.37 $183K - $211K
4.64K $206K
EA
Electronic Arts Inc.

Communication Services
81
+ 1.8%
$147.79 - $202.05 $12K - $16.4K
4.57K $922K
NDAQ
Nasdaq, Inc.

Financial Services
2.62K
+ 9.59%
$86.73 - $96.94 $227K - $254K
29.9K $2.65M
TER
Teradyne, Inc

Technology
1.49K
New
$90.15 - $137.64 $135K - $206K
1.49K $205K
R
Ryder System Inc

Industrials
1.09K
New
$168.66 - $189.57 $184K - $207K
1.09K $205K
INSM
Insmed Inc

Healthcare
1.42K
New
$96.14 - $147.2 $136K - $209K
1.42K $204K
PUK
Prudential PLC

Financial Services
7.3K
New
$24.27 - $28.15 $177K - $206K
7.3K $204K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.53K
New
$53.81 - $57.52 $190K - $203K
3.53K $203K
ITW
Illinois Tool Works Inc

Industrials
209
+ 1.96%
$252.31 - $269.41 $52.7K - $56.3K
10.9K $2.84M
CBOE
Cboe Global Markets, Inc.

Financial Services
716
+ 39.04%
$231.35 - $253.24 $166K - $181K
2.55K $625K
VLO
Valero Energy Corp

Energy
18
+ 0.34%
$131.77 - $175.63 $2.37K - $3.16K
5.32K $905K
HWM
Howmet Aerospace Inc.

Industrials
570
+ 7.15%
$171.0 - $196.23 $97.5K - $112K
8.55K $1.68M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
40
+ 3.26%
$311.12 - $482.13 $12.4K - $19.3K
1.27K $577K
ES
Eversource Energy

Utilities
1.23K
+ 10.27%
$62.86 - $71.14 $77.1K - $87.3K
13.2K $937K
BCS
Barclays PLC

Financial Services
982
+ 1.34%
$17.88 - $21.05 $17.6K - $20.7K
74.2K $1.53M
FLEX
Flex Ltd.

Technology
946
+ 6.65%
$48.49 - $59.33 $45.9K - $56.1K
15.2K $879K
GRMN
Garmin LTD

Technology
219
+ 7.12%
$211.13 - $246.22 $46.2K - $53.9K
3.29K $810K
SCCO
Southern Copper Corp

Basic Materials
1
+ 0.01%
$90.54 - $121.36 $90.5 - $121
8.36K $1.01M
MNST
Monster Beverage Corp

Consumer Defensive
1.53K
+ 11.52%
$58.65 - $67.31 $89.4K - $103K
14.8K $993K
ESLT
Elbit Systems LTD

Industrials
56
+ 2.48%
$429.99 - $509.8 $24.1K - $28.5K
2.32K $1.18M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.2K
+ 1.17%
$72.57 - $74.72 $86.8K - $89.4K
103K $7.67M
BILI
Bilibili Inc.

Communication Services
718
+ 3.35%
$20.83 - $28.09 $15K - $20.2K
22.2K $622K
IEFA
Ishares Tr

ETFs
482
+ 1.54%
$81.7 - $87.53 $39.4K - $42.2K
31.8K $2.77M
PHM
Pultegroup Inc

Consumer Cyclical
292
+ 6.47%
$108.0 - $141.42 $31.5K - $41.3K
4.81K $635K
PHG
Koninklijke Philips Nv

Healthcare
110
+ 0.23%
$23.84 - $28.62 $2.62K - $3.15K
47.8K $1.3M
SGOL
Abrdn Gold ETF Trust

ETFs
617
+ 2.4%
$31.18 - $36.81 $19.2K - $22.7K
26.3K $967K
VV
Vanguard Large Cap ETF

ETFs
27
+ 0.41%
$285.05 - $309.14 $7.7K - $8.35K
6.64K $2.04M
MPWR
Monolithic Power Systems Inc

Technology
73
+ 15.34%
$711.24 - $922.81 $51.9K - $67.4K
549 $505K
KRC
Kilroy Realty Corp

Real Estate
1.08K
+ 7.69%
$34.55 - $44.44 $37.2K - $47.8K
15.1K $636K
VIV
Telefonica Brasil S.A.

Communication Services
3.37K
+ 4.13%
$10.79 - $12.8 $36.3K - $43.1K
84.9K $1.08M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
865
+ 23.08%
$83.08 - $100.2 $71.9K - $86.7K
4.61K $462K
USB
Us Bancorp \De\

Financial Services
1.98K
+ 11.54%
$43.94 - $50.41 $86.8K - $99.6K
19.1K $923K
GPN
Global Payments Inc

Industrials
308
+ 0.77%
$77.61 - $90.01 $23.9K - $27.7K
40.5K $3.36M
EXPE
Expedia Group, Inc.

Consumer Cyclical
178
+ 7.36%
$171.01 - $228.24 $30.4K - $40.6K
2.6K $555K
GDS
Gds Holdings LTD

Technology
636
+ 4.2%
$29.47 - $42.07 $18.7K - $26.8K
15.8K $610K
SHEL
Shell PLC

Energy
1.36K
+ 3.17%
$69.82 - $73.93 $95.2K - $101K
44.4K $3.18M
COP
Conocophillips

Energy
684
+ 4.11%
$91.0 - $98.99 $62.2K - $67.7K
17.3K $1.64M
TRV
Travelers Companies, Inc.

Financial Services
119
+ 1.26%
$250.62 - $279.43 $29.8K - $33.3K
9.59K $2.68M
DASH
Door Dash, Inc.

Communication Services
130
+ 3.05%
$234.5 - $272.5 $30.5K - $35.4K
4.4K $1.2M
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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