Wetherby Asset Management Inc Incresed Positions in Q3 2025

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WST
West Pharmaceutical Services Inc

Healthcare
10
+ 0.41%
$210.08 - $279.1 $2.1K - $2.79K
2.45K $643K
ENTG
Entegris Inc

Technology
515
+ 9.84%
$72.03 - $95.97 $37.1K - $49.4K
5.75K $531K
HAL
Halliburton CO

Energy
1.37K
+ 7.8%
$20.5 - $25.11 $28K - $34.3K
18.9K $464K
FITB
Fifth Third Bancorp

Financial Services
855
+ 4.25%
$40.91 - $46.28 $35K - $39.6K
21K $934K
WCC
Wesco International Inc

Industrials
72
+ 2.06%
$189.22 - $227.19 $13.6K - $16.4K
3.57K $754K
BDX
Becton Dickinson & CO

Healthcare
201
+ 4.42%
$172.41 - $199.66 $34.7K - $40.1K
4.75K $888K
MET
Metlife Inc

Financial Services
809
+ 4.14%
$73.82 - $82.37 $59.7K - $66.6K
20.4K $1.68M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
12K
+ 32.44%
$7.98 - $8.29 $95.8K - $99.5K
49K $401K
NVR
Nvr Inc

Consumer Cyclical
2
+ 1.46%
$7301.0 - $8543.0 $14.6K - $17.1K
139 $1.12M
IBM
International Business Machines Corp

Technology
1.2K
+ 6.47%
$234.77 - $292.47 $281K - $351K
19.7K $5.57M
RF
Regions Financial Corp

Financial Services
899
+ 3.21%
$24.03 - $27.41 $21.6K - $24.6K
28.9K $762K
OC
Owens Corning

Industrials
482
+ 5.31%
$136.56 - $157.69 $65.8K - $76K
9.57K $1.35M
IQV
Iqvia Holdings Inc.

Healthcare
252
+ 15.08%
$157.68 - $200.82 $39.7K - $50.6K
1.92K $365K
PNR
Pentair PLC

Industrials
136
+ 1.28%
$100.62 - $112.59 $13.7K - $15.3K
10.7K $1.19M
AYI
Acuity Brands Inc

Industrials
86
+ 5.7%
$287.07 - $344.52 $24.7K - $29.6K
1.6K $549K
UAL
United Airlines Holdings, Inc.

Industrials
502
+ 16.84%
$80.05 - $109.36 $40.2K - $54.9K
3.48K $336K
VTR
Ventas, Inc.

Real Estate
76
+ 0.57%
$62.76 - $69.99 $4.77K - $5.32K
13.5K $944K
LDOS
Leidos Holdings, Inc.

Technology
34
+ 1.18%
$159.2 - $188.96 $5.41K - $6.42K
2.93K $552K
EL
Estee Lauder Companies Inc

Consumer Defensive
869
+ 31.89%
$83.65 - $95.26 $72.7K - $82.8K
3.59K $316K
GL
Globe Life Inc.

Financial Services
99
+ 2.24%
$117.6 - $146.55 $11.6K - $14.5K
4.52K $645K
XEL
Xcel Energy Inc

Utilities
185
+ 2.87%
$67.56 - $80.65 $12.5K - $14.9K
6.62K $533K
EME
Emcor Group, Inc.

Industrials
63
+ 13.49%
$530.88 - $655.83 $33.4K - $41.3K
530 $344K
HUM
Humana Inc

Healthcare
211
+ 8.67%
$220.41 - $312.0 $46.5K - $65.8K
2.64K $687K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
57
+ 0.29%
$68.24 - $73.73 $3.89K - $4.2K
19.7K $1.45M
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.26K
+ 11.6%
$42.04 - $45.23 $52.8K - $56.8K
12.1K $546K
TTWO
Take Two Interactive Software Inc

Communication Services
82
+ 1.87%
$217.37 - $259.96 $17.8K - $21.3K
4.48K $1.16M
COF
Capital One Financial Corp

Financial Services
434
+ 2.55%
$207.29 - $229.74 $90K - $99.7K
17.4K $3.71M
NET
Cloudflare, Inc.

Technology
211
+ 9.42%
$181.39 - $228.28 $38.3K - $48.2K
2.45K $526K
DAL
Delta Air Lines, Inc.

Industrials
821
+ 15.17%
$49.0 - $61.97 $40.2K - $50.9K
6.23K $353K
PCAR
Paccar Inc

Industrials
526
+ 4.77%
$92.91 - $102.86 $48.9K - $54.1K
11.5K $1.13M
LVS
Las Vegas Sands Corp

Consumer Cyclical
352
+ 5.53%
$47.38 - $57.71 $16.7K - $20.3K
6.72K $361K
VZ
Verizon Communications Inc

Communication Services
582
+ 0.67%
$40.84 - $45.06 $23.8K - $26.2K
87.4K $3.84M
CMA
Comerica Inc

Financial Services
159
+ 1.96%
$60.93 - $71.05 $9.69K - $11.3K
8.27K $566K
ACRE
Ares Commercial Real Estate Corp

Real Estate
20K
+ 62.77%
$4.14 - $5.13 $82.7K - $102K
51.8K $233K
NRZ
New Residential Investment Corp.

Real Estate
11.1K
+ 51.3%
N/A
32.8K $238K
EIX
Edison International

Utilities
1.13K
+ 21.44%
$50.42 - $56.35 $56.8K - $63.5K
6.38K $352K
PTC
Ptc Inc.

Technology
194
+ 14.29%
$173.07 - $216.53 $33.6K - $42K
1.55K $315K
EMR
Emerson Electric CO

Industrials
779
+ 7.78%
$128.6 - $149.63 $100K - $117K
10.8K $1.42M
WMS
Advanced Drainage Systems, Inc.

Industrials
43
+ 1.44%
$110.89 - $148.5 $4.77K - $6.39K
3.03K $419K
VNO
Vornado Realty Trust

Real Estate
962
+ 5.82%
$35.91 - $42.97 $34.5K - $41.3K
17.5K $709K
MRVL
Marvell Technology, Inc.

Technology
113
+ 1.12%
$62.31 - $84.07 $7.04K - $9.5K
10.2K $855K
EXC
Exelon Corp

Utilities
1.09K
+ 6.58%
$42.73 - $45.54 $46.7K - $49.7K
17.7K $796K
EFV
Msci Eafe Value ETF

ETFs
748
+ 13.78%
$62.79 - $68.42 $47K - $51.2K
6.18K $419K
TIMB
Tim S.A.

Communication Services
1.28K
+ 6.2%
$17.77 - $22.32 $22.7K - $28.6K
21.9K $489K
NFG
National Fuel Gas CO

Energy
584
+ 21.88%
$82.19 - $93.72 $48K - $54.7K
3.25K $300K
RJF
Raymond James Financial Inc

Financial Services
122
+ 4.48%
$154.64 - $176.43 $18.9K - $21.5K
2.85K $491K
RMD
Resmed Inc

Healthcare
99
+ 3.46%
$252.01 - $293.73 $24.9K - $29.1K
2.96K $809K
KMI
Kinder Morgan, Inc.

Energy
3.26K
+ 17.73%
$26.23 - $28.5 $85.4K - $92.8K
21.6K $611K
NTRS
Northern Trust Corp

Financial Services
329
+ 9.67%
$123.6 - $134.6 $40.7K - $44.3K
3.73K $502K
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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