Wetherby Asset Management Inc Incresed Positions in Q2 2025

Wetherby Asset Management Inc

  • $2.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MFC
Manulife Financial Corp

Financial Services
6.61K
+ 32.27%
$26.93 - $32.44 $178K - $215K
27.1K $866K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
7
+ 0.02%
$108.06 - $135.3 $756 - $947
35.4K $4.79M
UL
Unilever PLC

Consumer Defensive
246
+ 0.51%
$57.9 - $65.43 $14.2K - $16.1K
48.3K $2.96M
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.81K
+ 163.26%
$53.23 - $70.65 $256K - $340K
7.75K $448K
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
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
PHT
Pioneer High Income Fund, Inc.

Financial Services
24.7K
+ 110.1%
$7.06 - $8.09 $174K - $200K
47.2K $381K
VRSN
Verisign Inc

Technology
375
+ 31.54%
$234.49 - $288.8 $87.9K - $108K
1.56K $451K
WMB
Williams Companies, Inc.

Energy
273
+ 1.28%
$54.33 - $62.87 $14.8K - $17.2K
21.6K $1.36M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
46
+ 0.23%
$55.54 - $69.09 $2.55K - $3.18K
19.6K $1.36M
GUG
Guggenheim Active Allocation Fund

ETFs
12.4K
+ 110.02%
$13.98 - $15.75 $173K - $195K
23.6K $368K
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
TPR
Tapestry, Inc.

Consumer Cyclical
461
+ 6.86%
$60.6 - $87.81 $27.9K - $40.5K
7.18K $630K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
13.8K
+ 109.85%
$11.71 - $13.88 $161K - $191K
26.3K $365K
IAU
Ishares Gold Trust

ETFs
1.02K
+ 10.37%
$56.1 - $64.74 $57.2K - $66K
10.9K $676K
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
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
14.9K
+ 114.44%
$10.6 - $12.44 $158K - $185K
27.9K $345K
FISV
Fiserv Inc

Technology
1.45K
+ 10.64%
N/A
15.1K $1.88M
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
AEP
American Electric Power CO Inc

Utilities
579
+ 6.14%
$98.59 - $109.11 $57.1K - $63.2K
10K $1.04M
NXPI
Nxp Semiconductors N.V.

Technology
686
+ 42.37%
$153.5 - $218.72 $105K - $150K
2.31K $503K
CB
Chubb LTD

Financial Services
205
+ 2.58%
$274.32 - $302.46 $56.2K - $62K
8.16K $2.36M
AJG
Arthur J. Gallagher & Co.

Financial Services
187
+ 6.38%
$310.86 - $348.77 $58.1K - $65.2K
3.12K $997K
JBL
Jabil Inc

Technology
249
+ 16.96%
$116.88 - $218.1 $29.1K - $54.3K
1.72K $374K
KEYS
Keysight Technologies, Inc.

Technology
842
+ 11.54%
$127.02 - $165.4 $107K - $139K
8.14K $1.33M
KGC
Kinross Gold Corp

Basic Materials
274
+ 1.12%
$11.79 - $15.85 $3.23K - $4.34K
24.8K $387K
AER
Aer Cap Holdings N.V.

Industrials
938
+ 40.69%
$88.97 - $117.24 $83.5K - $110K
3.24K $379K
DUK
Duke Energy Corp

Utilities
599
+ 7.02%
$112.46 - $124.05 $67.4K - $74.3K
9.13K $1.08M
BNS
Bank Of Nova Scotia

Financial Services
1.84K
+ 5.23%
$44.56 - $55.27 $82.2K - $102K
37.1K $2.05M
JRS
Nuveen Real Estate Income Fund

Financial Services
22.5K
+ 105.6%
$6.92 - $8.3 $156K - $187K
43.9K $341K
AIG
American International Group, Inc.

Financial Services
506
+ 5.75%
$77.56 - $87.72 $39.2K - $44.4K
9.31K $796K
TTEK
Tetra Tech Inc

Industrials
4.97K
+ 84.08%
$28.01 - $36.25 $139K - $180K
10.9K $391K
AFL
Aflac Inc

Financial Services
1.05K
+ 4.7%
$99.77 - $112.45 $104K - $118K
23.3K $2.45M
SCD
Lmp Capital & Income Fund Inc.

Financial Services
11K
+ 93.44%
$13.57 - $16.83 $150K - $185K
22.8K $355K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
10.7K
+ 95.86%
$10.8 - $16.92 $116K - $181K
21.9K $300K
SU
Suncor Energy Inc

Energy
3.18K
+ 17.77%
$31.54 - $41.04 $100K - $130K
21K $788K
ADSK
Autodesk, Inc.

Technology
612
+ 10.48%
N/A
6.45K $1.59M
SLF
Sun Life Financial Inc

Financial Services
33
+ 0.16%
$53.39 - $66.45 $1.76K - $2.19K
20.7K $1.38M
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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