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
CASY
Caseys General Stores Inc

Consumer Cyclical
427
New
$415.82 - $510.91 $178K - $218K
427 $217K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.99K
New
$82.51 - $109.2 $164K - $217K
1.99K $217K
CIEN
Ciena Corp

Technology
2.66K
New
$53.5 - $83.89 $142K - $223K
2.66K $216K
FDN
First Tr Fd Dow Jones

ETFs
805
New
$200.29 - $269.33 $161K - $217K
805 $216K
WTS
Watts Water Technologies Inc

Industrials
879
New
$180.4 - $247.22 $159K - $217K
879 $216K
ATO
Atmos Energy Corp

Utilities
1.4K
New
$145.06 - $162.66 $204K - $228K
1.4K $216K
TXT
Textron Inc

Industrials
2.67K
New
$60.72 - $80.34 $162K - $215K
2.67K $214K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.73K
New
$19.6 - $24.44 $171K - $213K
8.73K $213K
KD
Kyndryl Holdings, Inc.

Technology
5.08K
New
$27.77 - $41.96 $141K - $213K
5.08K $213K
STT
State Street Corp

Financial Services
193
+ 0.84%
$75.33 - $106.34 $14.5K - $20.5K
23.2K $2.47M
MNST
Monster Beverage Corp

Consumer Defensive
1.43K
+ 12.14%
$55.01 - $64.24 $78.8K - $92.1K
13.2K $828K
PPL
Ppl Corp

Utilities
6.13K
New
$33.45 - $36.5 $205K - $224K
6.13K $207K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
19.8K
+ 110.75%
$8.72 - $10.05 $173K - $199K
37.7K $378K
DTM
Dt Midstream, Inc.

Energy
1.88K
New
$87.23 - $109.91 $164K - $206K
1.88K $206K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.06K
New
$100.04 - $100.54 $206K - $207K
2.06K $206K
VRSN
Verisign Inc

Technology
375
+ 31.54%
$234.49 - $288.8 $87.9K - $108K
1.56K $451K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
20.7K
New
$8.7 - $10.12 $180K - $209K
20.7K $205K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
16.4K
New
$10.73 - $12.54 $176K - $205K
16.4K $203K
WMB
Williams Companies, Inc.

Energy
273
+ 1.28%
$54.33 - $62.87 $14.8K - $17.2K
21.6K $1.36M
BMI
Badger Meter Inc

Technology
829
New
$170.72 - $254.17 $142K - $211K
829 $203K
CWEN
Clearway Energy, Inc.

Utilities
6.33K
New
$26.74 - $32.22 $169K - $204K
6.33K $202K
KMX
Carmax Inc

Consumer Cyclical
3.02K
New
$62.27 - $82.77 $188K - $250K
3.02K $202K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
25.1K
New
$7.0 - $8.06 $176K - $202K
25.1K $202K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
46
+ 0.23%
$55.54 - $69.09 $2.55K - $3.18K
19.6K $1.36M
GDV
Gabelli Dividend & Income Trust

Financial Services
7.74K
New
$21.11 - $26.01 $163K - $201K
7.74K $201K
GUG
Guggenheim Active Allocation Fund

ETFs
12.4K
+ 110.02%
$13.98 - $15.75 $173K - $195K
23.6K $368K
AMCR
Amcor PLC

Consumer Cyclical
21.7K
New
$8.57 - $9.81 $186K - $213K
21.7K $199K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
20.1K
+ 1362.08%
$87.84 - $1441.89 $1.76M - $28.9M
21.6K $1.94M
LI
Li Auto Inc.

Consumer Cyclical
4.28K
+ 17.02%
$19.79 - $30.15 $84.8K - $129K
29.5K $798K
SPE
Special Opportunities Fund, Inc.

Financial Services
12.6K
New
$13.34 - $15.49 $169K - $196K
12.6K $195K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
17.1K
New
$9.66 - $11.35 $166K - $194K
17.1K $194K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
11.5K
New
$15.35 - $17.0 $176K - $195K
11.5K $194K
TPR
Tapestry, Inc.

Consumer Cyclical
461
+ 6.86%
$60.6 - $87.81 $27.9K - $40.5K
7.18K $630K
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
12.6K
New
$13.19 - $15.44 $166K - $195K
12.6K $191K
IAU
Ishares Gold Trust

ETFs
1.02K
+ 10.37%
$56.1 - $64.74 $57.2K - $66K
10.9K $676K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
13.8K
+ 109.85%
$11.71 - $13.88 $161K - $191K
26.3K $365K
FTF
Franklin LTD Duration Income Trust

Financial Services
29.7K
New
$5.86 - $6.47 $174K - $192K
29.7K $190K
BGNE
Bei Gene, Ltd.

Healthcare
837
New
N/A
837 $189K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
3.81K
+ 83.96%
$41.09 - $50.61 $157K - $193K
8.35K $400K
EMR
Emerson Electric CO

Industrials
747
+ 8.06%
$94.15 - $133.33 $70.3K - $99.6K
10K $1.34M
ES
Eversource Energy

Utilities
1.94K
+ 19.32%
$54.25 - $65.89 $105K - $127K
12K $760K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
14.4K
+ 20.81%
$10.49 - $12.99 $151K - $187K
83.7K $1.06M
TECK
Teck Resources LTD

Basic Materials
4.64K
+ 13.25%
$29.05 - $41.48 $135K - $192K
39.6K $1.6M
FISV
Fiserv Inc

Technology
1.45K
+ 10.64%
N/A
15.1K $1.88M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
14.9K
+ 114.44%
$10.6 - $12.44 $158K - $185K
27.9K $345K
EXC
Exelon Corp

Utilities
2.25K
+ 15.68%
$42.2 - $47.37 $95K - $107K
16.6K $720K
ICL
Icl Group Ltd.

Basic Materials
7.93K
+ 12.43%
$5.35 - $6.98 $42.4K - $55.3K
71.7K $493K
MFG
Mizuho Financial Group Inc

Financial Services
6.37K
+ 3.07%
$4.25 - $5.66 $27.1K - $36K
214K $1.19M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
5.65K
+ 14.4%
$13.71 - $15.46 $77.4K - $87.3K
44.9K $693K
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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