Wetherby Asset Management Inc New Holdings in Q3 2025

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ALB
Albemarle Corp

Basic Materials
4.82K
New
$62.9 - $88.1 $303K - $425K
4.82K $390K
BIDU
Baidu, Inc.

Communication Services
2.84K
New
$85.86 - $137.83 $244K - $391K
2.84K $373K
HTGC
Hercules Capital, Inc.

Financial Services
17K
New
$18.34 - $19.53 $312K - $332K
17K $321K
IAT
Ishares Tr

ETFs
6K
New
$48.92 - $54.5 $294K - $327K
6K $315K
LEU
Centrus Energy Corp

Energy
1.01K
New
$166.58 - $315.62 $167K - $317K
1.01K $311K
KWEB
Kraneshares Tr Csi China Inter

ETFs
7K
New
$33.63 - $42.59 $235K - $298K
7K $294K
RGLD
Royal Gold Inc

Basic Materials
1.38K
New
$151.42 - $200.58 $208K - $276K
1.38K $275K
MDB
Mongo Db, Inc.

Technology
867
New
$201.0 - $334.87 $174K - $290K
867 $269K
FNV
Franco Nevada Corp

Basic Materials
1.19K
New
$154.4 - $222.91 $184K - $265K
1.19K $265K
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
2.67K
New
$94.71 - $99.8 $252K - $266K
2.67K $264K
PVAL
Putnam ETF Tr Putnam Focused L
5.65K
New
$39.93 - $42.72 $226K - $242K
5.65K $241K
DDOG
Datadog, Inc.

Technology
1.7K
New
$124.52 - $155.15 $211K - $263K
1.7K $241K
WEX
Wex Inc.

Technology
1.47K
New
$149.2 - $176.26 $220K - $260K
1.47K $232K
VDC
Vanguard Consumer Staples ETF

ETFs
1.08K
New
$212.64 - $225.25 $230K - $243K
1.08K $231K
FIX
Comfort Systems Usa Inc

Industrials
280
New
$521.66 - $825.18 $146K - $231K
280 $231K
GMAB
Genmab A/S

Healthcare
7.48K
New
$20.3 - $30.67 $152K - $229K
7.48K $229K
PKG
Packaging Corp Of America

Consumer Cyclical
1.01K
New
$191.41 - $220.25 $194K - $223K
1.01K $220K
ALK
Alaska Air Group, Inc.

Industrials
4.42K
New
$49.73 - $63.86 $220K - $282K
4.42K $219K
FE
Firstenergy Corp

Utilities
4.7K
New
$39.76 - $45.82 $187K - $216K
4.7K $215K
PEAK
Healthpeak Properties, Inc.

Real Estate
11.2K
New
N/A
11.2K $213K
SOFI
So Fi Technologies, Inc.

Financial Services
8.1K
New
$17.64 - $29.81 $143K - $241K
8.1K $213K
GAM
General American Investors CO Inc

Financial Services
3.39K
New
$56.22 - $62.21 $191K - $211K
3.39K $211K
POOL
Pool Corp

Industrials
678
New
$292.13 - $333.62 $198K - $226K
678 $210K
JHG
Janus Henderson Group PLC

Financial Services
4.64K
New
$39.46 - $45.37 $183K - $211K
4.64K $206K
TER
Teradyne, Inc

Technology
1.49K
New
$90.15 - $137.64 $135K - $206K
1.49K $205K
R
Ryder System Inc

Industrials
1.09K
New
$168.66 - $189.57 $184K - $207K
1.09K $205K
INSM
Insmed Inc

Healthcare
1.42K
New
$96.14 - $147.2 $136K - $209K
1.42K $204K
PUK
Prudential PLC

Financial Services
7.3K
New
$24.27 - $28.15 $177K - $206K
7.3K $204K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.53K
New
$53.81 - $57.52 $190K - $203K
3.53K $203K
PK
Park Hotels & Resorts Inc.

Real Estate
11.9K
New
$10.17 - $12.13 $121K - $144K
11.9K $131K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
10.5K
New
$11.04 - $11.83 $116K - $124K
10.5K $122K
EBR
Brazilian Electric Power CO

Utilities
10.2K
New
$6.75 - $9.92 $68.9K - $101K
10.2K $101K
LPL
Lg Display Co., Ltd.

Technology
18.4K
New
$3.31 - $5.23 $61K - $96.3K
18.4K $96K
TMC
Tmc The Metals CO Inc.

Basic Materials
11K
New
$4.67 - $8.1 $51.4K - $89.1K
11K $70K
GRAB
Grab Holdings LTD

Technology
10K
New
$4.77 - $6.45 $47.8K - $64.7K
10K $60K
Nuvve Holding Corp
21.5K
New
N/A
21.5K $0
Reddit Inc
1.16K
New
N/A
1.16K $0
Rb Global Inc
2.04K
New
N/A
2.04K $0
Kenvue Inc
13.7K
New
N/A
13.7K $0
Celestica Inc
1.37K
New
N/A
1.37K $0
Nextracker Inc
7.49K
New
N/A
7.49K $0
James Hardie Inds PLC
24.4K
New
N/A
24.4K $0
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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