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
ABC
Amerisourcebergen Corp

Healthcare
603
+ 12.04%
N/A
5.61K $1.04M
ELP
Energy CO Of Parana

Utilities
4.42K
+ 20.27%
$7.01 - $9.24 $30.9K - $40.8K
26.2K $239K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4
+ 0.07%
$104.23 - $134.39 $417 - $538
5.42K $728K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
304
+ 13.89%
$160.22 - $209.35 $48.7K - $63.6K
2.49K $521K
TFC
Truist Financial Corp

Financial Services
2.7K
+ 12.33%
$34.79 - $42.99 $93.9K - $116K
24.6K $1.06M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
277
+ 1.03%
$17.76 - $22.1 $4.92K - $6.12K
27.3K $603K
GL
Globe Life Inc.

Financial Services
420
+ 10.5%
$113.29 - $133.09 $47.6K - $55.9K
4.42K $549K
ANSS
Ansys Inc

Technology
255
+ 25.17%
$284.19 - $351.22 $72.5K - $89.6K
1.27K $445K
BIIB
Biogen Inc.

Healthcare
1.42K
+ 51.48%
$113.38 - $135.49 $161K - $193K
4.18K $525K
ITUB
Itau Unibanco Holding S.A.

Financial Services
10.1K
+ 62.49%
$5.24 - $6.81 $52.8K - $68.6K
26.2K $177K
AKAM
Akamai Technologies Inc

Technology
1.06K
+ 19.48%
N/A
6.51K $591K
EXPE
Expedia Group, Inc.

Consumer Cyclical
739
+ 43.99%
$136.63 - $176.62 $101K - $131K
2.42K $408K
L
Loews Corp

Financial Services
144
+ 1.25%
$80.89 - $92.09 $11.6K - $13.3K
11.7K $1.07M
UGP
Ultrapar Holdings Inc

Energy
22.3K
+ 85.16%
$2.76 - $3.28 $61.7K - $73.3K
48.6K $159K
VTR
Ventas, Inc.

Real Estate
557
+ 4.33%
$62.45 - $70.08 $34.8K - $39K
13.4K $847K
INDA
Ishares Msci India Index Fund

ETFs
961
+ 8.0%
$49.13 - $55.86 $47.2K - $53.7K
13K $722K
VLO
Valero Energy Corp

Energy
190
+ 3.72%
$104.69 - $141.77 $19.9K - $26.9K
5.3K $712K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
107
+ 1.07%
$212.1 - $244.27 $22.7K - $26.1K
10.1K $2.22M
KMI
Kinder Morgan, Inc.

Energy
1.75K
+ 10.5%
$25.21 - $29.4 $44K - $51.3K
18.4K $539K
IRM
Iron Mountain Inc

Real Estate
1.04K
+ 11.28%
$76.93 - $105.25 $80.1K - $110K
10.3K $1.05M
DAR
Darling Ingredients Inc.

Consumer Defensive
210
+ 1.19%
$27.63 - $38.64 $5.8K - $8.11K
17.9K $678K
MPWR
Monolithic Power Systems Inc

Technology
27
+ 6.01%
$455.19 - $737.73 $12.3K - $19.9K
476 $348K
F
Ford Motor CO

Consumer Cyclical
3.49K
+ 7.59%
$8.69 - $10.85 $30.4K - $37.9K
49.5K $537K
HSIC
Henry Schein Inc

Healthcare
577
+ 5.48%
$62.7 - $73.66 $36.2K - $42.5K
11.1K $811K
E
Eni Spa

Energy
91
+ 0.58%
$25.19 - $32.93 $2.29K - $3K
15.7K $509K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
141
+ 1.31%
$114.78 - $133.31 $16.2K - $18.8K
10.9K $1.45M
AFRM
Affirm Holdings, Inc.

Technology
623
+ 14.24%
$35.75 - $69.14 $22.3K - $43.1K
5K $345K
ALC
Alcon Inc

Healthcare
593
+ 7.7%
$82.88 - $98.3 $49.1K - $58.3K
8.29K $731K
SNPS
Synopsys Inc

Technology
66
+ 4.05%
$380.9 - $517.66 $25.1K - $34.2K
1.7K $868K
INGR
Ingredion Inc

Consumer Defensive
628
+ 15.51%
$123.22 - $140.95 $77.4K - $88.5K
4.68K $634K
GRMN
Garmin LTD

Technology
316
+ 11.46%
$173.63 - $218.07 $54.9K - $68.9K
3.07K $641K
PSX
Phillips 66

Energy
85
+ 0.74%
$92.87 - $125.73 $7.89K - $10.7K
11.5K $1.37M
SUZ
Suzano S.A.

Basic Materials
9.28K
+ 41.98%
$8.48 - $9.86 $78.7K - $91.5K
31.4K $295K
PFG
Principal Financial Group Inc

Financial Services
710
+ 11.16%
$69.56 - $86.19 $49.4K - $61.2K
7.07K $561K
CF
Cf Industries Holdings, Inc.

Basic Materials
367
+ 6.99%
$68.47 - $102.48 $25.1K - $37.6K
5.61K $516K
WPC
W. P. Carey Inc.

Real Estate
354
+ 6.06%
$56.12 - $64.53 $19.9K - $22.8K
6.19K $386K
XOM
Exxon Mobil Corp

Energy
470
+ 0.71%
$99.93 - $119.04 $47K - $55.9K
67.1K $7.24M
CSX
Csx Corp

Industrials
1.35K
+ 2.14%
$26.69 - $32.91 $36.1K - $44.5K
64.6K $2.11M
AYI
Acuity Brands Inc

Industrials
192
+ 14.58%
$223.31 - $304.18 $42.9K - $58.4K
1.51K $450K
LYV
Live Nation Entertainment, Inc.

Communication Services
134
+ 6.86%
$118.81 - $151.28 $15.9K - $20.3K
2.09K $315K
VNO
Vornado Realty Trust

Real Estate
2.97K
+ 21.87%
$31.74 - $41.27 $94.2K - $122K
16.5K $632K
HES
Hess Corp

Energy
289
+ 7.39%
$126.32 - $161.29 $36.5K - $46.6K
4.2K $582K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.38K
+ 6.76%
$10.59 - $11.48 $14.6K - $15.8K
21.7K $249K
ARRY
Array Technologies, Inc.

Technology
10.3K
New
$3.98 - $8.44 $41K - $87K
10.3K $60K
LPLA
Lpl Financial Holdings Inc.

Financial Services
15
+ 1.34%
$283.31 - $388.96 $4.25K - $5.83K
1.14K $426K
CSGP
Costar Group, Inc.

Real Estate
312
+ 8.33%
$72.62 - $83.22 $22.7K - $26K
4.06K $326K
PAYC
Paycom Software, Inc.

Technology
3
+ 0.14%
$193.07 - $265.71 $579 - $797
2.14K $495K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
625
+ 8.5%
$26.38 - $32.66 $16.5K - $20.4K
7.98K $260K
GDDY
Go Daddy Inc.

Technology
474
+ 27.59%
$162.11 - $192.36 $76.8K - $91.2K
2.19K $394K
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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