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
AEE
Ameren Corp

Utilities
47
+ 1.57%
$94.23 - $101.68 $4.43K - $4.78K
3.05K $292K
MKC
Mccormick & CO Inc

Consumer Defensive
360
+ 5.55%
$71.11 - $82.25 $25.6K - $29.6K
6.85K $519K
LKQ
Lkq Corp

Consumer Cyclical
569
+ 4.78%
$36.86 - $43.38 $21K - $24.7K
12.5K $461K
VOYA
Voya Financial, Inc.

Financial Services
229
+ 6.48%
$54.27 - $71.0 $12.4K - $16.3K
3.76K $267K
PSO
Pearson PLC

Communication Services
6.69K
+ 10.32%
$14.41 - $16.64 $96.4K - $111K
71.6K $1.07M
MGA
Magna International Inc

Consumer Cyclical
997
+ 17.52%
$30.82 - $38.61 $30.7K - $38.5K
6.69K $258K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9
+ 0.11%
$96.84 - $99.46 $872 - $895
8.11K $804K
HUBB
Hubbell Inc

Industrials
55
+ 8.36%
$315.94 - $408.41 $17.4K - $22.5K
713 $291K
HD
Home Depot, Inc.

Consumer Cyclical
1.89K
+ 6.24%
$335.24 - $380.78 $635K - $721K
32.2K $11.8M
VRT
Vertiv Holdings CO

Industrials
172
+ 7.19%
N/A
2.56K $222K
TYL
Tyler Technologies Inc

Technology
12
+ 3.44%
$521.68 - $592.84 $6.26K - $7.11K
361 $214K
MTB
M&T Bank Corp

Financial Services
19
+ 1.33%
$156.58 - $193.99 $2.98K - $3.69K
1.44K $279K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
309
+ 0.99%
$10.82 - $12.71 $3.34K - $3.93K
31.6K $392K
FICO
Fair Isaac Corp

Technology
32
+ 10.63%
$1503.62 - $2206.01 $48.1K - $70.6K
333 $608K
CMA
Comerica Inc

Financial Services
429
+ 5.58%
$50.42 - $59.65 $21.6K - $25.6K
8.11K $483K
MPW
Medical Properties Trust Inc

Real Estate
254
+ 1.44%
$4.31 - $5.91 $1.09K - $1.5K
17.9K $76K
RJF
Raymond James Financial Inc

Financial Services
69
+ 2.6%
$123.65 - $153.88 $8.53K - $10.6K
2.73K $418K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
2.49K
+ 15.84%
$22.66 - $26.12 $56.4K - $65K
18.2K $445K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
299
+ 2.77%
$48.13 - $49.85 $14.4K - $14.9K
11.1K $543K
APA
Apa Corp

Energy
3.71K
+ 27.47%
$14.03 - $21.24 $52K - $78.8K
17.2K $314K
WTW
Willis Towers Watson PLC

Financial Services
23
+ 2.34%
$295.96 - $337.43 $6.81K - $7.76K
1K $307K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
36
+ 0.49%
N/A
7.4K $188K
CRH.L
Crh PLC

Basic Materials
7.81K
+ 30.52%
N/A
33.4K $0
Brookfield Asset Managmt LTD
176
+ 4.51%
N/A
4.08K $0
Coherent Corp
391
+ 13.61%
N/A
3.26K $0
Brookfield Corp
187
+ 0.58%
N/A
32.7K $0
Veralto Corp
630
+ 13.71%
N/A
5.23K $0
Thomson Reuters Corp
466
+ 2.58%
N/A
18.5K $0
Ferguson Enterprises Inc
60
+ 2.03%
N/A
3.01K $0
Amplify ETF Tr
1.45K
+ 41.72%
N/A
4.92K $0
Inhibrx Biosciences Inc
10K
+ 32.62%
N/A
40.7K $0
Ge Healthcare Technologies I
245
+ 5.27%
N/A
4.89K $0
Ge Vernova Inc
759
+ 17.08%
N/A
5.2K $0
Jacobs Solutions Inc
89
+ 2.7%
N/A
3.39K $0
Gsk PLC
613
+ 2.32%
N/A
27.1K $0
Linde PLC
1.36K
+ 13.69%
N/A
11.3K $0
Blackrock ETF Trust Ii
1.06K
+ 26.53%
N/A
5.05K $0
PHG
Koninklijke Philips Nv

Healthcare
2.44K
+ 5.39%
$21.67 - $25.64 $52.9K - $62.6K
47.7K $1.14M
JD
Jd.Com, Inc.

Consumer Cyclical
1.42K
+ 5.87%
$31.44 - $41.32 $44.6K - $58.6K
25.6K $834K
XLE
Energy Sector Spdr

ETFs
15
+ 0.29%
$76.44 - $94.13 $1.15K - $1.41K
5.17K $438K
EVR
Evercore Inc.

Financial Services
7
+ 0.87%
$163.77 - $271.5 $1.15K - $1.9K
808 $218K
PTC
Ptc Inc.

Technology
43
+ 3.27%
$136.74 - $173.24 $5.88K - $7.45K
1.36K $234K
WY
Weyerhaeuser CO

Real Estate
581
+ 6.42%
$24.69 - $29.48 $14.3K - $17.1K
9.64K $247K
MUR
Murphy Oil Corp

Energy
2.16K
+ 29.17%
$19.62 - $29.21 $42.3K - $63K
9.56K $215K
CPRT
Copart Inc

Consumer Cyclical
2.82K
+ 15.86%
$47.72 - $63.84 $134K - $180K
20.6K $1.01M
CNC
Centene Corp

Healthcare
473
+ 8.25%
$53.4 - $64.29 $25.3K - $30.4K
6.2K $336K
BKR
Baker Hughes CO

Energy
1.82K
+ 5.87%
$35.0 - $44.92 $63.7K - $81.8K
32.8K $1.26M
MSCI
Msci Inc.

Financial Services
30
+ 2.18%
$506.56 - $576.74 $15.2K - $17.3K
1.41K $811K
ARGX
Argenx Se

Healthcare
98
+ 8.73%
$532.27 - $656.65 $52.2K - $64.4K
1.22K $672K
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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