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
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.73K
New
$19.6 - $24.44 $171K - $213K
8.73K $213K
KD
Kyndryl Holdings, Inc.

Technology
5.08K
New
$27.77 - $41.96 $141K - $213K
5.08K $213K
PPL
Ppl Corp

Utilities
6.13K
New
$33.45 - $36.5 $205K - $224K
6.13K $207K
DTM
Dt Midstream, Inc.

Energy
1.88K
New
$87.23 - $109.91 $164K - $206K
1.88K $206K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.06K
New
$100.04 - $100.54 $206K - $207K
2.06K $206K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
20.7K
New
$8.7 - $10.12 $180K - $209K
20.7K $205K
BMI
Badger Meter Inc

Technology
829
New
$170.72 - $254.17 $142K - $211K
829 $203K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
16.4K
New
$10.73 - $12.54 $176K - $205K
16.4K $203K
CWEN
Clearway Energy, Inc.

Utilities
6.33K
New
$26.74 - $32.22 $169K - $204K
6.33K $202K
KMX
Carmax Inc

Consumer Cyclical
3.02K
New
$62.27 - $82.77 $188K - $250K
3.02K $202K
GDV
Gabelli Dividend & Income Trust

Financial Services
7.74K
New
$21.11 - $26.01 $163K - $201K
7.74K $201K
AMCR
Amcor PLC

Consumer Cyclical
21.7K
New
$8.57 - $9.81 $186K - $213K
21.7K $199K
SPE
Special Opportunities Fund, Inc.

Financial Services
12.6K
New
$13.34 - $15.49 $169K - $196K
12.6K $195K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
17.1K
New
$9.66 - $11.35 $166K - $194K
17.1K $194K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
11.5K
New
$15.35 - $17.0 $176K - $195K
11.5K $194K
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
12.6K
New
$13.19 - $15.44 $166K - $195K
12.6K $191K
FTF
Franklin LTD Duration Income Trust

Financial Services
29.7K
New
$5.86 - $6.47 $174K - $192K
29.7K $190K
BGNE
Bei Gene, Ltd.

Healthcare
837
New
N/A
837 $189K
OGN
Organon & Co.

Healthcare
17.5K
New
$8.04 - $14.72 $141K - $258K
17.5K $169K
CHK
Chesapeake Energy Corp

Energy
1.96K
New
N/A
1.96K $168K
KSS
Kohls Corp

Consumer Cyclical
14.6K
New
$6.13 - $9.4 $89.6K - $137K
14.6K $123K
ARRY
Array Technologies, Inc.

Technology
10.3K
New
$3.98 - $8.44 $41K - $87K
10.3K $60K
GGB
Gerdau S.A.

Basic Materials
14.3K
New
$2.3 - $3.19 $33K - $45.8K
14.3K $41K
Barrick Mng Corp
23.5K
New
N/A
23.5K $0
Jbs N.V.
13.6K
New
N/A
13.6K $0
Perimeter Solutions Inc
50.7K
New
N/A
50.7K $0
Coreweave Inc
1.8K
New
N/A
1.8K $0
Qiagen Nv
6.64K
New
N/A
6.64K $0
Corpay Inc
617
New
N/A
617 $0
Grupo Cibest Sa
10.9K
New
N/A
10.9K $0
Ea Series Trust
36.4K
New
N/A
36.4K $0
Super Micro Computer Inc
7.53K
New
N/A
7.53K $0
Rubrik Inc.
5.13K
New
N/A
5.13K $0
Saba Capital Income & Opport
21.2K
New
N/A
21.2K $0
GRND
Grindr Inc Com
23K
New
N/A
23K $0
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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