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
BOKF
Bok Financial Corp

Financial Services
48
+ 1.9%
$87.86 - $103.42 $4.22K - $4.96K
2.58K $251K
KRC
Kilroy Realty Corp

Real Estate
1.67K
+ 13.52%
$28.32 - $35.95 $47.2K - $59.9K
14K $479K
A
Agilent Technologies, Inc.

Healthcare
779
+ 10.9%
$99.29 - $120.52 $77.3K - $93.9K
7.93K $935K
GIB
Cgi Inc

Technology
8
+ 0.13%
$96.47 - $109.59 $772 - $877
5.96K $624K
WAT
Waters Corp

Healthcare
12
+ 0.76%
$307.71 - $366.67 $3.69K - $4.4K
1.59K $556K
IP
International Paper CO

Consumer Cyclical
62
+ 1.3%
$43.89 - $54.46 $2.72K - $3.38K
4.84K $226K
PSTG
Pure Storage, Inc.

Technology
138
+ 1.35%
$37.18 - $57.58 $5.13K - $7.95K
10.3K $595K
ACRE
Ares Commercial Real Estate Corp

Real Estate
625
+ 2.0%
$3.5 - $5.07 $2.19K - $3.17K
31.8K $151K
MUSA
Murphy Usa Inc.

Consumer Cyclical
41
+ 7.4%
$388.56 - $520.27 $15.9K - $21.3K
595 $242K
ODFL
Old Dominion Freight Line, Inc.

Industrials
138
+ 3.27%
$146.74 - $176.07 $20.3K - $24.3K
4.36K $707K
S
Sentinel One, Inc.

Technology
1.28K
+ 7.8%
$16.17 - $20.34 $20.7K - $26.1K
17.7K $323K
IT
Gartner Inc

Technology
121
+ 10.03%
$377.5 - $449.52 $45.7K - $54.4K
1.33K $536K
EMN
Eastman Chemical CO

Basic Materials
70
+ 2.13%
$72.7 - $88.29 $5.09K - $6.18K
3.36K $251K
IX
Orix Corp

Financial Services
28.3K
+ 344.21%
$18.25 - $22.52 $517K - $638K
36.6K $823K
CAG
Conagra Brands Inc.

Consumer Defensive
1.84K
+ 14.65%
$20.4 - $26.78 $37.5K - $49.2K
14.4K $294K
NEE
Nextera Energy Inc

Utilities
360
+ 1.0%
$64.11 - $75.0 $23.1K - $27K
36.4K $2.52M
TECH
Bio Techne Corp

Healthcare
703
+ 13.78%
$46.66 - $58.38 $32.8K - $41K
5.81K $298K
TCOM
Trip.Com Group LTD

Consumer Cyclical
1.31K
+ 8.74%
$52.21 - $67.1 $68.4K - $88K
16.3K $956K
ENPH
Enphase Energy, Inc.

Technology
1.3K
+ 27.35%
$34.56 - $62.52 $44.8K - $81K
6.04K $239K
ENTG
Entegris Inc

Technology
16
+ 0.31%
$62.92 - $86.2 $1.01K - $1.38K
5.23K $422K
PFE
Pfizer Inc

Healthcare
3.76K
+ 4.52%
$21.59 - $24.84 $81.2K - $93.4K
86.9K $2.11M
WIX
Wix.Com Ltd.

Technology
245
+ 9.91%
$146.5 - $189.61 $35.9K - $46.5K
2.72K $430K
ZBRA
Zebra Technologies Corp

Technology
53
+ 3.44%
$213.54 - $309.26 $11.3K - $16.4K
1.6K $491K
LEN
Lennar Corp

Consumer Cyclical
68
+ 1.32%
$102.76 - $115.66 $6.99K - $7.86K
5.21K $576K
MRVL
Marvell Technology, Inc.

Technology
1.52K
+ 17.76%
$49.38 - $79.97 $74.9K - $121K
10.1K $778K
KKR
Kkr & Co. Inc.

Financial Services
128
+ 1.0%
$92.79 - $134.29 $11.9K - $17.2K
13K $1.73M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
204
+ 8.77%
$483.07 - $625.6 $98.5K - $128K
2.53K $1.33M
EQIX
Equinix Inc

Real Estate
57
+ 2.19%
$740.07 - $914.43 $42.2K - $52.1K
2.65K $2.11M
PEP
Pepsico Inc

Consumer Defensive
2.46K
+ 7.06%
$128.02 - $151.37 $315K - $372K
37.3K $4.92M
WSM
Williams Sonoma Inc

Consumer Cyclical
68
+ 0.32%
$137.62 - $174.44 $9.36K - $11.9K
21.4K $3.5M
WIT
Wipro LTD

Technology
7.46K
+ 0.67%
$2.7 - $3.09 $20.1K - $23K
1.12M $3.38M
INFY
Infosys LTD

Technology
5.88K
+ 2.78%
$16.14 - $18.75 $94.8K - $110K
218K $4.03M
FIVN
Five9, Inc.

Technology
3.79K
+ 5.66%
$21.54 - $29.56 $81.6K - $112K
70.7K $1.87M
GPN
Global Payments Inc

Industrials
103
+ 0.26%
$67.47 - $99.6 $6.95K - $10.3K
40.2K $3.22M
CRM
Salesforce, Inc.

Technology
1.13K
+ 4.08%
$236.26 - $291.15 $267K - $329K
28.8K $7.87M
GOOGL
Alphabet Inc.

Communication Services
6.8K
+ 3.04%
$144.7 - $178.6 $984K - $1.21M
230K $40.5M
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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