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
JKHY
Henry Jack & Associates Inc

Technology
259
+ 15.87%
$163.54 - $186.02 $42.4K - $48.2K
1.89K $340K
BNDX
Vanguard Total International B

ETFs
967
+ 11.3%
$48.77 - $49.55 $47.2K - $47.9K
9.52K $471K
EQNR
Equinor Asa

Energy
790
+ 3.75%
$22.04 - $28.08 $17.4K - $22.2K
21.9K $550K
BSY
Bentley Systems Inc

Technology
52
+ 0.78%
$38.62 - $53.97 $2.01K - $2.81K
6.7K $361K
ETR
Entergy Corp

Utilities
48
+ 0.79%
$79.01 - $86.61 $3.79K - $4.16K
6.11K $507K
IWR
Ishares Russell Mid Cap ETF

ETFs
29
+ 0.24%
$74.88 - $91.97 $2.17K - $2.67K
12.2K $1.12M
FMX
Mexican Economic Development Inc

Consumer Defensive
21
+ 0.84%
$92.5 - $107.84 $1.94K - $2.26K
2.52K $258K
RDFN
Redfin Corp

Real Estate
524
+ 4.56%
$8.2 - $11.74 $4.3K - $6.15K
12K $134K
CL
Colgate Palmolive CO

Consumer Defensive
486
+ 2.07%
$87.57 - $96.0 $42.6K - $46.7K
24K $2.18M
TDY
Teledyne Technologies Inc

Technology
33
+ 5.78%
$435.54 - $512.31 $14.4K - $16.9K
604 $309K
GGB
Gerdau S.A.

Basic Materials
14.3K
New
$2.3 - $3.19 $33K - $45.8K
14.3K $41K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2
+ 0.02%
$70.7 - $82.14 $141 - $164
9.08K $746K
JLL
Jones Lang Lasalle Inc

Real Estate
141
+ 12.85%
$204.57 - $256.96 $28.8K - $36.2K
1.24K $316K
FSLR
First Solar, Inc.

Technology
849
+ 8.97%
$120.38 - $192.98 $102K - $164K
10.3K $1.71M
VGIT
Vanguard Intermediate Term Tre

ETFs
486
+ 12.55%
$58.63 - $59.9 $28.5K - $29.1K
4.36K $260K
VICI
Vici Properties Inc.

Real Estate
265
+ 3.35%
$29.41 - $32.97 $7.79K - $8.74K
8.19K $266K
AIQ
Global X Funds Global X Artifi

ETFs
25
+ 0.39%
$31.5 - $43.69 $788 - $1.09K
6.43K $280K
DOV
Dover Corp

Industrials
258
+ 8.12%
$151.14 - $186.7 $39K - $48.2K
3.44K $629K
LCID
Lucid Group, Inc.

Consumer Cyclical
21.1K
+ 165.91%
$2.1 - $2.96 $44.2K - $62.4K
33.8K $71K
WDC
Western Digital Corp

Technology
249
+ 6.13%
$30.54 - $63.99 $7.6K - $15.9K
4.31K $275K
DT
Dynatrace, Inc.

Technology
502
+ 10.25%
$41.21 - $55.9 $20.7K - $28.1K
5.4K $298K
XLF
Financial Sector Spdr

ETFs
145
+ 2.44%
$43.92 - $52.37 $6.37K - $7.59K
6.09K $318K
TRP
Tc Energy Corp

Energy
169
+ 1.73%
$44.48 - $51.4 $7.52K - $8.69K
9.96K $485K
MKC
Mccormick & CO Inc

Consumer Defensive
360
+ 5.55%
$71.11 - $82.25 $25.6K - $29.6K
6.85K $519K
AEE
Ameren Corp

Utilities
47
+ 1.57%
$94.23 - $101.68 $4.43K - $4.78K
3.05K $292K
LKQ
Lkq Corp

Consumer Cyclical
569
+ 4.78%
$36.86 - $43.38 $21K - $24.7K
12.5K $461K
VOYA
Voya Financial, Inc.

Financial Services
229
+ 6.48%
$54.27 - $71.0 $12.4K - $16.3K
3.76K $267K
PSO
Pearson PLC

Communication Services
6.69K
+ 10.32%
$14.41 - $16.64 $96.4K - $111K
71.6K $1.07M
MGA
Magna International Inc

Consumer Cyclical
997
+ 17.52%
$30.82 - $38.61 $30.7K - $38.5K
6.69K $258K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9
+ 0.11%
$96.84 - $99.46 $872 - $895
8.11K $804K
HD
Home Depot, Inc.

Consumer Cyclical
1.89K
+ 6.24%
$335.24 - $380.78 $635K - $721K
32.2K $11.8M
HUBB
Hubbell Inc

Industrials
55
+ 8.36%
$315.94 - $408.41 $17.4K - $22.5K
713 $291K
VRT
Vertiv Holdings CO

Industrials
172
+ 7.19%
N/A
2.56K $222K
VB
Vanguard Small Cap ETF

ETFs
126
+ 2.49%
$193.73 - $237.37 $24.4K - $29.9K
5.19K $1.23M
TYL
Tyler Technologies Inc

Technology
12
+ 3.44%
$521.68 - $592.84 $6.26K - $7.11K
361 $214K
MTB
M&T Bank Corp

Financial Services
19
+ 1.33%
$156.58 - $193.99 $2.98K - $3.69K
1.44K $279K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
309
+ 0.99%
$10.82 - $12.71 $3.34K - $3.93K
31.6K $392K
FICO
Fair Isaac Corp

Technology
32
+ 10.63%
$1503.62 - $2206.01 $48.1K - $70.6K
333 $608K
CMA
Comerica Inc

Financial Services
429
+ 5.58%
$50.42 - $59.65 $21.6K - $25.6K
8.11K $483K
MPW
Medical Properties Trust Inc

Real Estate
254
+ 1.44%
$4.31 - $5.91 $1.09K - $1.5K
17.9K $76K
RJF
Raymond James Financial Inc

Financial Services
69
+ 2.6%
$123.65 - $153.88 $8.53K - $10.6K
2.73K $418K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
2.49K
+ 15.84%
$22.66 - $26.12 $56.4K - $65K
18.2K $445K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
299
+ 2.77%
$48.13 - $49.85 $14.4K - $14.9K
11.1K $543K
WTW
Willis Towers Watson PLC

Financial Services
23
+ 2.34%
$295.96 - $337.43 $6.81K - $7.76K
1K $307K
APA
Apa Corp

Energy
3.71K
+ 27.47%
$14.03 - $21.24 $52K - $78.8K
17.2K $314K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
36
+ 0.49%
N/A
7.4K $188K
Brookfield Asset Managmt LTD
176
+ 4.51%
N/A
4.08K $0
Jacobs Solutions Inc
89
+ 2.7%
N/A
3.39K $0
CRH.L
Crh PLC

Basic Materials
7.81K
+ 30.52%
N/A
33.4K $0
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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