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
SNA
Snap On Inc

Industrials
22
+ 3.37%
$313.01 - $346.53 $6.89K - $7.62K
674 $233K
KB
Kb Financial Group Inc.

Financial Services
149
+ 0.27%
$77.68 - $90.36 $11.6K - $13.5K
56.1K $4.65M
MUB
Ishares National Muni Bond ETF

ETFs
132
+ 1.6%
$103.24 - $106.68 $13.6K - $14.1K
8.39K $893K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
1K
+ 8.19%
$21.15 - $22.45 $21.2K - $22.5K
13.2K $294K
HAS
Hasbro, Inc.

Consumer Cyclical
165
+ 2.07%
$73.92 - $81.85 $12.2K - $13.5K
8.15K $618K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
55
+ 1.68%
$90.62 - $107.71 $4.98K - $5.92K
3.34K $328K
PPL
Ppl Corp

Utilities
217
+ 3.54%
$33.54 - $37.24 $7.28K - $8.08K
6.34K $235K
HMC
Honda Motor CO LTD

Consumer Cyclical
7
+ 0.05%
$29.11 - $34.85 $204 - $244
14.1K $434K
ARRY
Array Technologies, Inc.

Technology
474
+ 4.6%
$5.48 - $9.56 $2.6K - $4.53K
10.8K $87K
LNG
Cheniere Energy, Inc.

Energy
358
+ 5.29%
$222.68 - $244.28 $79.7K - $87.5K
7.12K $1.67M
IR
Ingersoll Rand Inc.

Industrials
376
+ 3.61%
$74.98 - $89.02 $28.2K - $33.5K
10.8K $890K
K
Kellogg CO

Consumer Defensive
202
+ 5.78%
$76.96 - $82.02 $15.5K - $16.6K
3.69K $302K
IRM
Iron Mountain Inc

Real Estate
294
+ 2.86%
$89.46 - $104.46 $26.3K - $30.7K
10.6K $1.08M
EQNR
Equinor Asa

Energy
1.63K
+ 7.46%
$23.7 - $27.1 $38.7K - $44.2K
23.5K $573K
GTES
Gates Industrial Corp PLC

Industrials
150
+ 1.36%
$23.38 - $26.14 $3.51K - $3.92K
11.2K $276K
SNOW
Snowflake Inc.

Technology
92
+ 7.73%
$191.73 - $241.0 $17.6K - $22.2K
1.28K $289K
NI
Nisource Inc.

Utilities
15
+ 0.21%
$39.0 - $43.33 $585 - $650
7.24K $313K
CHK
Chesapeake Energy Corp

Energy
258
+ 13.16%
N/A
2.22K $190K
WY
Weyerhaeuser CO

Real Estate
1.18K
+ 12.26%
$24.1 - $26.83 $28.5K - $31.7K
10.8K $268K
SQ
Block, Inc.

Technology
338
+ 8.42%
N/A
4.35K $249K
VICI
Vici Properties Inc.

Real Estate
606
+ 7.4%
$31.43 - $33.93 $19K - $20.6K
8.79K $286K
SCHX
Schwab Strategic Tr Us Large C

ETFs
126
+ 1.44%
$24.46 - $26.5 $3.08K - $3.34K
8.86K $233K
DGX
Quest Diagnostics Inc

Healthcare
133
+ 7.24%
N/A
1.97K $270K
APO
Apollo Global Management, Inc.

Financial Services
382
+ 10.25%
$131.55 - $156.05 $50.3K - $59.6K
4.11K $547K
DTM
Dt Midstream, Inc.

Energy
119
+ 6.34%
$99.17 - $113.27 $11.8K - $13.5K
2K $225K
PAC
Pacific Airport Group

Industrials
33
+ 2.4%
$218.82 - $256.99 $7.22K - $8.48K
1.41K $334K
TXT
Textron Inc

Industrials
96
+ 3.59%
$77.02 - $87.21 $7.39K - $8.37K
2.77K $233K
WMB
Williams Companies, Inc.

Energy
108
+ 0.5%
$56.52 - $64.01 $6.1K - $6.91K
21.7K $1.38M
ASR
Southeast Airport Group

Industrials
39
+ 3.03%
$301.06 - $346.48 $11.7K - $13.5K
1.33K $429K
STE
Steris PLC

Healthcare
17
+ 0.9%
$221.21 - $252.43 $3.76K - $4.29K
1.91K $473K
NWSA
News Corp

Communication Services
261
+ 2.66%
$28.38 - $31.03 $7.41K - $8.1K
10.1K $308K
CMS
Cms Energy Corp

Utilities
3
+ 0.07%
$69.37 - $74.67 $208 - $224
4.35K $318K
STM
St Microelectronics N.V.

Technology
2.92K
+ 9.58%
$24.77 - $33.41 $72.3K - $97.6K
33.4K $944K
BNDX
Vanguard Total International B

ETFs
339
+ 3.56%
$49.0 - $49.51 $16.6K - $16.8K
9.86K $487K
PODD
Insulet Corp

Healthcare
78
+ 5.44%
$277.3 - $352.82 $21.6K - $27.5K
1.51K $466K
DLR
Digital Realty Trust, Inc.

Real Estate
163
+ 1.79%
$161.21 - $180.02 $26.3K - $29.3K
9.29K $1.61M
VRT
Vertiv Holdings CO

Industrials
174
+ 6.79%
N/A
2.74K $237K
HEFA
Ishares Currency Hedged Msci E

ETFs
50
+ 0.64%
$37.2 - $39.61 $1.86K - $1.98K
7.83K $310K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.07%
$70.77 - $73.59 $283 - $294
6.11K $447K
PEG
Public Service Enterprise Group Inc

Utilities
243
+ 2.21%
$79.99 - $90.14 $19.4K - $21.9K
11.2K $938K
VCIT
Vanguard Intermediate Term Cor

ETFs
39
+ 0.52%
$81.75 - $84.54 $3.19K - $3.3K
7.56K $635K
MGM
Mgm Resorts International

Consumer Cyclical
278
+ 3.67%
$34.18 - $39.77 $9.5K - $11.1K
7.86K $272K
NTR
Nutrien Ltd.

Basic Materials
161
+ 4.04%
$55.69 - $62.11 $8.97K - $10K
4.15K $243K
PGRE
Paramount Group, Inc.

Real Estate
444
+ 2.37%
$6.03 - $7.55 $2.68K - $3.35K
19.1K $125K
MOS
Mosaic CO

Basic Materials
1.41K
+ 6.7%
$30.93 - $37.81 $43.5K - $53.1K
22.4K $776K
LUV
Southwest Airlines CO

Industrials
482
+ 5.3%
$29.06 - $37.7 $14K - $18.2K
9.57K $305K
KMB
Kimberly Clark Corp

Consumer Defensive
332
+ 5.01%
$121.72 - $136.77 $40.4K - $45.4K
6.95K $864K
DLTR
Dollar Tree, Inc.

Consumer Defensive
239
+ 8.94%
$94.03 - $117.16 $22.5K - $28K
2.91K $274K
MBB
Ishares Tr

ETFs
23
+ 0.38%
$92.46 - $95.73 $2.13K - $2.2K
6.06K $576K
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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