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
O
Realty Income Corp

Real Estate
1.48K
+ 9.88%
$52.27 - $58.52 $77.5K - $86.8K
16.5K $950K
MCHP
Microchip Technology Inc

Technology
933
+ 14.72%
$35.34 - $71.6 $33K - $66.8K
7.27K $511K
AIZ
Assurant, Inc.

Financial Services
922
+ 42.49%
$179.73 - $211.56 $166K - $195K
3.09K $610K
CARR
Carrier Global Corp

Industrials
630
+ 3.09%
$55.55 - $75.83 $35K - $47.8K
21K $1.54M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3.93K
+ 22.65%
$32.56 - $35.71 $128K - $140K
21.3K $703K
ACWI
Ishares Msci Acwi ETF

ETFs
52
+ 0.41%
$103.59 - $128.6 $5.39K - $6.69K
12.6K $1.62M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.46K
+ 8.31%
$45.12 - $46.23 $111K - $114K
32K $1.48M
ROP
Roper Technologies Inc

Industrials
98
+ 5.26%
$519.19 - $590.78 $50.9K - $57.9K
1.96K $1.11M
VGT
Vanguard Information Technolog

ETFs
105
+ 5.94%
$470.37 - $663.28 $49.4K - $69.6K
1.87K $1.24M
IEMG
Ishares Inc

ETFs
2.65K
+ 4.69%
N/A
59.1K $3.17M
MAR
Marriott International Inc

Consumer Cyclical
699
+ 7.53%
$211.12 - $274.14 $148K - $192K
9.99K $2.73M
ENIC
Enel Chile S.A.

Utilities
13.6K
+ 11.82%
$2.89 - $3.97 $39.3K - $54K
129K $467K
D
Dominion Energy, Inc

Utilities
1.98K
+ 23.78%
$49.66 - $58.0 $98.5K - $115K
10.3K $583K
FITB
Fifth Third Bancorp

Financial Services
3.71K
+ 22.63%
$33.32 - $41.51 $124K - $154K
20.1K $827K
SCCO
Southern Copper Corp

Basic Materials
510
+ 6.5%
$75.63 - $104.64 $38.6K - $53.4K
8.36K $845K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
79
+ 6.89%
$224.32 - $326.09 $17.7K - $25.8K
1.23K $399K
HON
Honeywell International Inc

Industrials
125
+ 0.89%
$182.86 - $232.88 $22.9K - $29.1K
14.2K $3.3M
NOC
Northrop Grumman Corp

Industrials
53
+ 1.66%
$456.3 - $540.39 $24.2K - $28.6K
3.25K $1.62M
CNXC
Concentrix Corp

Technology
411
+ 3.87%
$45.73 - $57.88 $18.8K - $23.8K
11K $583K
ROK
Rockwell Automation, Inc

Industrials
2
+ 0.08%
$218.97 - $332.17 $438 - $664
2.63K $872K
DG
Dollar General Corp

Consumer Defensive
173
+ 6.52%
$86.02 - $114.95 $14.9K - $19.9K
2.83K $323K
FIS
Fidelity National Information Services, Inc.

Technology
1.42K
+ 19.94%
$68.14 - $82.13 $96.7K - $117K
8.54K $694K
AMP
Ameriprise Financial Inc

Financial Services
214
+ 5.78%
$422.19 - $533.73 $90.3K - $114K
3.92K $2.09M
TWLO
Twilio Inc

Communication Services
512
+ 16.24%
$81.34 - $124.36 $41.6K - $63.7K
3.66K $455K
NUE
Nucor Corp

Basic Materials
549
+ 16.59%
$103.22 - $131.43 $56.7K - $72.2K
3.86K $499K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.27K
+ 26.38%
$59.24 - $71.39 $75.5K - $91K
6.1K $434K
ABC
Amerisourcebergen Corp

Healthcare
603
+ 12.04%
N/A
5.61K $1.04M
PDD
Pinduoduo Inc.

Consumer Cyclical
305
+ 2.96%
$88.35 - $122.19 $26.9K - $37.3K
10.6K $1.11M
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
TFC
Truist Financial Corp

Financial Services
2.7K
+ 12.33%
$34.79 - $42.99 $93.9K - $116K
24.6K $1.06M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
304
+ 13.89%
$160.22 - $209.35 $48.7K - $63.6K
2.49K $521K
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
DOX
Amdocs LTD

Technology
904
+ 37.39%
$80.46 - $94.08 $72.7K - $85K
3.32K $303K
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
INDA
Ishares Msci India Index Fund

ETFs
961
+ 8.0%
$49.13 - $55.86 $47.2K - $53.7K
13K $722K
VTR
Ventas, Inc.

Real Estate
557
+ 4.33%
$62.45 - $70.08 $34.8K - $39K
13.4K $847K
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
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
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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