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
IRM
Iron Mountain Inc

Real Estate
1.04K
+ 11.28%
$76.93 - $105.25 $80.1K - $110K
10.3K $1.05M
F
Ford Motor CO

Consumer Cyclical
3.49K
+ 7.59%
$8.69 - $10.85 $30.4K - $37.9K
49.5K $537K
E
Eni Spa

Energy
91
+ 0.58%
$25.19 - $32.93 $2.29K - $3K
15.7K $509K
HSIC
Henry Schein Inc

Healthcare
577
+ 5.48%
$62.7 - $73.66 $36.2K - $42.5K
11.1K $811K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
141
+ 1.31%
$114.78 - $133.31 $16.2K - $18.8K
10.9K $1.45M
AFRM
Affirm Holdings, Inc.

Technology
623
+ 14.24%
$35.75 - $69.14 $22.3K - $43.1K
5K $345K
ALC
Alcon Inc

Healthcare
593
+ 7.7%
$82.88 - $98.3 $49.1K - $58.3K
8.29K $731K
INGR
Ingredion Inc

Consumer Defensive
628
+ 15.51%
$123.22 - $140.95 $77.4K - $88.5K
4.68K $634K
SNPS
Synopsys Inc

Technology
66
+ 4.05%
$380.9 - $517.66 $25.1K - $34.2K
1.7K $868K
GRMN
Garmin LTD

Technology
316
+ 11.46%
$173.63 - $218.07 $54.9K - $68.9K
3.07K $641K
SUZ
Suzano S.A.

Basic Materials
9.28K
+ 41.98%
$8.48 - $9.86 $78.7K - $91.5K
31.4K $295K
CF
Cf Industries Holdings, Inc.

Basic Materials
367
+ 6.99%
$68.47 - $102.48 $25.1K - $37.6K
5.61K $516K
PFG
Principal Financial Group Inc

Financial Services
710
+ 11.16%
$69.56 - $86.19 $49.4K - $61.2K
7.07K $561K
WPC
W. P. Carey Inc.

Real Estate
354
+ 6.06%
$56.12 - $64.53 $19.9K - $22.8K
6.19K $386K
XOM
Exxon Mobil Corp

Energy
470
+ 0.71%
$99.93 - $119.04 $47K - $55.9K
67.1K $7.24M
CSX
Csx Corp

Industrials
1.35K
+ 2.14%
$26.69 - $32.91 $36.1K - $44.5K
64.6K $2.11M
AYI
Acuity Brands Inc

Industrials
192
+ 14.58%
$223.31 - $304.18 $42.9K - $58.4K
1.51K $450K
LYV
Live Nation Entertainment, Inc.

Communication Services
134
+ 6.86%
$118.81 - $151.28 $15.9K - $20.3K
2.09K $315K
HES
Hess Corp

Energy
289
+ 7.39%
$126.32 - $161.29 $36.5K - $46.6K
4.2K $582K
VNO
Vornado Realty Trust

Real Estate
2.97K
+ 21.87%
$31.74 - $41.27 $94.2K - $122K
16.5K $632K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.38K
+ 6.76%
$10.59 - $11.48 $14.6K - $15.8K
21.7K $249K
LPLA
Lpl Financial Holdings Inc.

Financial Services
15
+ 1.34%
$283.31 - $388.96 $4.25K - $5.83K
1.14K $426K
CSGP
Costar Group, Inc.

Real Estate
312
+ 8.33%
$72.62 - $83.22 $22.7K - $26K
4.06K $326K
PAYC
Paycom Software, Inc.

Technology
3
+ 0.14%
$193.07 - $265.71 $579 - $797
2.14K $495K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
625
+ 8.5%
$26.38 - $32.66 $16.5K - $20.4K
7.98K $260K
GDDY
Go Daddy Inc.

Technology
474
+ 27.59%
$162.11 - $192.36 $76.8K - $91.2K
2.19K $394K
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
BSY
Bentley Systems Inc

Technology
52
+ 0.78%
$38.62 - $53.97 $2.01K - $2.81K
6.7K $361K
EQNR
Equinor Asa

Energy
790
+ 3.75%
$22.04 - $28.08 $17.4K - $22.2K
21.9K $550K
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
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
RDFN
Redfin Corp

Real Estate
524
+ 4.56%
$8.2 - $11.74 $4.3K - $6.15K
12K $134K
OTIS
Otis Worldwide Corp

Industrials
97
+ 1.86%
$90.88 - $104.3 $8.82K - $10.1K
5.3K $525K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2
+ 0.02%
$70.7 - $82.14 $141 - $164
9.08K $746K
FSLR
First Solar, Inc.

Technology
849
+ 8.97%
$120.38 - $192.98 $102K - $164K
10.3K $1.71M
JLL
Jones Lang Lasalle Inc

Real Estate
141
+ 12.85%
$204.57 - $256.96 $28.8K - $36.2K
1.24K $316K
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
WDC
Western Digital Corp

Technology
249
+ 6.13%
$30.54 - $63.99 $7.6K - $15.9K
4.31K $275K
LCID
Lucid Group, Inc.

Consumer Cyclical
21.1K
+ 165.91%
$2.1 - $2.96 $44.2K - $62.4K
33.8K $71K
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
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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