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
VGLT
Vanguard Long Term Treasury Et

ETFs
5.32K
New
$53.66 - $58.71 $285K - $312K
5.32K $298K
NOK
Nokia Corp

Technology
31.4K
+ 17.58%
$4.65 - $5.43 $146K - $170K
210K $1.09M
CME
Cme Group Inc.

Financial Services
238
+ 4.51%
$252.37 - $290.71 $60.1K - $69.2K
5.52K $1.52M
HEFA
Ishares Currency Hedged Msci E

ETFs
7.78K
New
$32.11 - $38.21 $250K - $297K
7.78K $295K
SKM
Sk Telecom CO LTD

Communication Services
12.7K
New
$20.0 - $23.35 $253K - $296K
12.7K $295K
TMUS
T Mobile Us, Inc.

Communication Services
278
+ 2.18%
$220.99 - $268.54 $61.4K - $74.7K
13K $3.1M
FAST
Fastenal CO

Industrials
17.9K
+ 115.64%
$40.65 - $83.16 $729K - $1.49M
33.4K $1.4M
OKTA
Okta, Inc.

Technology
688
+ 6.63%
$91.24 - $127.3 $62.8K - $87.6K
11.1K $1.11M
COIN
Coinbase Global, Inc.

Technology
78
+ 3.06%
$151.47 - $375.07 $11.8K - $29.3K
2.63K $920K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.81K
New
$97.29 - $105.63 $273K - $297K
2.81K $285K
IEX
Idex Corp

Industrials
2K
+ 93.98%
$160.66 - $191.29 $321K - $382K
4.13K $724K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
90
+ 1.61%
$421.16 - $509.5 $37.9K - $45.9K
5.67K $2.53M
LVS
Las Vegas Sands Corp

Consumer Cyclical
6.37K
New
$30.7 - $44.12 $195K - $281K
6.37K $277K
SLM
Slm Corp

Financial Services
8.41K
New
$24.84 - $34.36 $209K - $289K
8.41K $275K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
11.5K
New
$19.16 - $23.81 $221K - $274K
11.5K $274K
NGG
National Grid PLC

Utilities
1.43K
+ 12.84%
$62.74 - $74.79 $89.7K - $107K
12.6K $934K
GD
General Dynamics Corp

Industrials
622
+ 19.09%
$247.68 - $291.66 $154K - $181K
3.88K $1.13M
CM
Canadian Imperial Bank Of Commerce

Financial Services
2.49K
+ 19.75%
$54.6 - $70.83 $136K - $177K
15.1K $1.07M
FTNT
Fortinet, Inc.

Technology
1.12K
+ 8.33%
$84.71 - $108.69 $95K - $122K
14.6K $1.54M
SMR
Nuscale Power Corp

Industrials
6.78K
New
$12.6 - $43.24 $85.4K - $293K
6.78K $268K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.12K
+ 11.0%
$58.52 - $71.7 $65.8K - $80.6K
11.3K $779K
CTVA
Corteva, Inc.

Basic Materials
855
+ 7.42%
$55.52 - $74.53 $47.5K - $63.7K
12.4K $922K
SNOW
Snowflake Inc.

Technology
1.19K
New
$130.53 - $223.77 $155K - $266K
1.19K $266K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.21K
New
$50.08 - $63.14 $211K - $266K
4.21K $265K
BLD
Top Build Corp

Industrials
817
New
$275.93 - $326.59 $225K - $267K
817 $264K
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.54K
+ 25.36%
$52.31 - $63.72 $237K - $289K
22.4K $1.43M
VV
Vanguard Large Cap ETF

ETFs
590
+ 9.79%
$228.25 - $285.3 $135K - $168K
6.62K $1.89M
MUB
Ishares National Muni Bond ETF

ETFs
2.61K
+ 46.15%
$102.31 - $105.8 $267K - $276K
8.26K $863K
GWW
W.W. Grainger, Inc.

Industrials
279
+ 12.58%
$919.93 - $1101.66 $257K - $307K
2.5K $2.6M
URI
United Rentals, Inc.

Industrials
231
+ 13.25%
$551.94 - $753.4 $127K - $174K
1.97K $1.49M
ARW
Arrow Electronics Inc

Technology
1.76K
+ 73.28%
$90.32 - $128.28 $159K - $226K
4.16K $530K
TPL
Texas Pacific Land Corp

Energy
246
New
$1036.28 - $1430.55 $255K - $352K
246 $259K
PBA
Pembina Pipeline Corp

Energy
6.66K
New
$35.16 - $40.88 $234K - $272K
6.66K $249K
IR
Ingersoll Rand Inc.

Industrials
3.51K
+ 50.91%
$66.75 - $84.94 $234K - $298K
10.4K $865K
MO
Altria Group, Inc.

Consumer Defensive
810
+ 2.65%
$55.56 - $60.91 $45K - $49.3K
31.4K $1.84M
MP
Mp Materials Corp.

Basic Materials
7.17K
New
$18.77 - $37.74 $135K - $270K
7.17K $238K
DY
Dycom Industries Inc

Industrials
974
New
$138.96 - $245.71 $135K - $239K
974 $238K
MFC
Manulife Financial Corp

Financial Services
6.61K
+ 32.27%
$26.93 - $32.44 $178K - $215K
27.1K $866K
NTR
Nutrien Ltd.

Basic Materials
3.99K
New
$46.88 - $62.89 $187K - $251K
3.99K $232K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
7
+ 0.02%
$108.06 - $135.3 $756 - $947
35.4K $4.79M
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.81K
+ 163.26%
$53.23 - $70.65 $256K - $340K
7.75K $448K
UL
Unilever PLC

Consumer Defensive
246
+ 0.51%
$57.9 - $65.43 $14.2K - $16.1K
48.3K $2.96M
NFG
National Fuel Gas CO

Energy
2.67K
New
$73.0 - $86.01 $195K - $230K
2.67K $226K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
38.8K
+ 101.58%
$4.43 - $5.39 $172K - $209K
77K $415K
HSY
Hershey CO

Consumer Defensive
1.53K
+ 17.52%
$151.29 - $173.13 $232K - $265K
10.3K $1.7M
STN
Stantec Inc

Industrials
793
+ 17.54%
$78.92 - $109.58 $62.6K - $86.9K
5.31K $577K
AL
Air Lease Corp

Industrials
3.81K
New
$40.46 - $58.71 $154K - $224K
3.81K $222K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.61K
New
$120.49 - $141.16 $194K - $227K
1.61K $222K
EL
Estee Lauder Companies Inc

Consumer Defensive
2.73K
New
$50.06 - $80.8 $136K - $220K
2.73K $220K
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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