Wetherby Asset Management Inc New Holdings in Q2 2025

Wetherby Asset Management Inc

  • $2.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IGF
Ishares Global Infrastructure

ETFs
140K
New
$50.55 - $59.83 $7.07M - $8.37M
140K $8.28M
AVEM
American Centy ETF Tr Avantis

ETFs
37.7K
New
$53.08 - $68.54 $2M - $2.58M
37.7K $2.58M
LYFT
Lyft, Inc.

Technology
132K
New
$9.97 - $17.21 $1.32M - $2.27M
132K $2.08M
III
Information Services Group Inc.

Technology
318K
New
$3.45 - $4.96 $1.1M - $1.58M
318K $1.53M
MASI
Masimo Corp

Healthcare
4.56K
New
$144.4 - $171.97 $658K - $784K
4.56K $766K
VEEV
Veeva Systems Inc

Healthcare
2.5K
New
$209.39 - $289.94 $522K - $723K
2.5K $718K
FAF
First American Financial Corp

Financial Services
11.1K
New
$54.11 - $67.0 $602K - $745K
11.1K $682K
WCC
Wesco International Inc

Industrials
3.5K
New
$132.86 - $186.1 $464K - $650K
3.5K $647K
VCIT
Vanguard Intermediate Term Cor

ETFs
7.52K
New
$79.56 - $82.92 $598K - $623K
7.52K $623K
SR
Spire Inc

Utilities
7.27K
New
$71.03 - $79.07 $516K - $575K
7.27K $530K
TIMB
Tim S.A.

Communication Services
20.6K
New
$14.45 - $20.11 $298K - $415K
20.6K $415K
HOOD
Robinhood Markets, Inc.

Technology
4.04K
New
$34.17 - $93.63 $138K - $379K
4.04K $378K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
15.7K
New
$19.51 - $23.9 $306K - $374K
15.7K $374K
VBR
Vanguard Small Cap Value ETF

ETFs
1.82K
New
$162.76 - $195.77 $296K - $356K
1.82K $354K
WMS
Advanced Drainage Systems, Inc.

Industrials
2.98K
New
$96.79 - $123.55 $289K - $369K
2.98K $342K
GWRE
Guidewire Software, Inc.

Technology
1.43K
New
$172.73 - $257.37 $248K - $369K
1.43K $337K
VONV
Vanguard Russell 1000 Value Et

ETFs
3.91K
New
$73.19 - $85.21 $286K - $334K
3.91K $333K
USFD
Us Foods Holding Corp.

Consumer Defensive
4.31K
New
$60.47 - $79.12 $261K - $341K
4.31K $332K
FFIV
F5, Inc.

Technology
1.12K
New
$239.25 - $295.9 $269K - $333K
1.12K $330K
PAC
Pacific Airport Group

Industrials
1.38K
New
$175.11 - $238.95 $241K - $329K
1.38K $315K
FUTU
Futu Holdings LTD

Financial Services
2.49K
New
$74.81 - $124.33 $186K - $310K
2.49K $307K
HQH
Tekla Healthcare Investors

Financial Services
19.4K
New
$14.14 - $16.32 $275K - $317K
19.4K $301K
VGLT
Vanguard Long Term Treasury Et

ETFs
5.32K
New
$53.66 - $58.71 $285K - $312K
5.32K $298K
HEFA
Ishares Currency Hedged Msci E

ETFs
7.78K
New
$32.11 - $38.21 $250K - $297K
7.78K $295K
SKM
Sk Telecom CO LTD

Communication Services
12.7K
New
$20.0 - $23.35 $253K - $296K
12.7K $295K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.81K
New
$97.29 - $105.63 $273K - $297K
2.81K $285K
LVS
Las Vegas Sands Corp

Consumer Cyclical
6.37K
New
$30.7 - $44.12 $195K - $281K
6.37K $277K
SLM
Slm Corp

Financial Services
8.41K
New
$24.84 - $34.36 $209K - $289K
8.41K $275K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
11.5K
New
$19.16 - $23.81 $221K - $274K
11.5K $274K
SMR
Nuscale Power Corp

Industrials
6.78K
New
$12.6 - $43.24 $85.4K - $293K
6.78K $268K
SNOW
Snowflake Inc.

Technology
1.19K
New
$130.53 - $223.77 $155K - $266K
1.19K $266K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.21K
New
$50.08 - $63.14 $211K - $266K
4.21K $265K
BLD
Top Build Corp

Industrials
817
New
$275.93 - $326.59 $225K - $267K
817 $264K
TPL
Texas Pacific Land Corp

Energy
246
New
$1036.28 - $1430.55 $255K - $352K
246 $259K
PBA
Pembina Pipeline Corp

Energy
6.66K
New
$35.16 - $40.88 $234K - $272K
6.66K $249K
MP
Mp Materials Corp.

Basic Materials
7.17K
New
$18.77 - $37.74 $135K - $270K
7.17K $238K
DY
Dycom Industries Inc

Industrials
974
New
$138.96 - $245.71 $135K - $239K
974 $238K
NTR
Nutrien Ltd.

Basic Materials
3.99K
New
$46.88 - $62.89 $187K - $251K
3.99K $232K
NFG
National Fuel Gas CO

Energy
2.67K
New
$73.0 - $86.01 $195K - $230K
2.67K $226K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.61K
New
$120.49 - $141.16 $194K - $227K
1.61K $222K
AL
Air Lease Corp

Industrials
3.81K
New
$40.46 - $58.71 $154K - $224K
3.81K $222K
EL
Estee Lauder Companies Inc

Consumer Defensive
2.73K
New
$50.06 - $80.8 $136K - $220K
2.73K $220K
CASY
Caseys General Stores Inc

Consumer Cyclical
427
New
$415.82 - $510.91 $178K - $218K
427 $217K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.99K
New
$82.51 - $109.2 $164K - $217K
1.99K $217K
FDN
First Tr Fd Dow Jones

ETFs
805
New
$200.29 - $269.33 $161K - $217K
805 $216K
ATO
Atmos Energy Corp

Utilities
1.4K
New
$145.06 - $162.66 $204K - $228K
1.4K $216K
CIEN
Ciena Corp

Technology
2.66K
New
$53.5 - $83.89 $142K - $223K
2.66K $216K
WTS
Watts Water Technologies Inc

Industrials
879
New
$180.4 - $247.22 $159K - $217K
879 $216K
TXT
Textron Inc

Industrials
2.67K
New
$60.72 - $80.34 $162K - $215K
2.67K $214K
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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