Wetherby Asset Management Inc Portfolio Holdings

Wetherby Asset Management Inc

  • $2.19 Billion
  • Q2 2025

Wetherby Asset Management Inc has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.19 Billion distributed in 1174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $134M, Microsoft Corp with a value of $117M, Nvidia Corp with a value of $110M, Vanguard Total Stock Market Et with a value of $96.3M, and Amazon Com Inc with a value of $70.9M.

Examining the 13F form we can see an increase of $148M in the current position value, from $2.04B to 2.19B.

Wetherby Asset Management Inc is based out at San Francisco, CA

Below you can find more details about Wetherby Asset Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $2.19 Billion
Technology: $618 Million
ETFs: $416 Million
Financial Services: $258 Million
Consumer Cyclical: $183 Million
Communication Services: $180 Million
Healthcare: $166 Million
Industrials: $130 Million
Consumer Defensive: $80.8 Million
Other: $156 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.76T
$134 Million 6.12% of portfolio
653,281
Q2 2025 Reduced 1.29%
$3.8T
$117 Million 5.33% of portfolio
234,674
Q2 2025 Added 2.2%
$443B
$110 Million 5.01% of portfolio
694,150
Q2 2025 Added 2.4%
$2.32T
$70.9 Million 3.24% of portfolio
323,046
Q2 2025 Reduced 0.92%
$1.69T
$47.6 Million 2.18% of portfolio
64,526
Q2 2025 Reduced 3.65%
$1.44T
$40.5 Million 1.85% of portfolio
230,067
Q2 2025 Added 3.04%
$529B
$29.9 Million 1.37% of portfolio
22,346
Q2 2025 Reduced 0.69%
$900B
$27.4 Million 1.25% of portfolio
94,569
Q2 2025 Added 6.87%
$146B
$25.1 Million 1.14% of portfolio
90,889
Q2 2025 Added 7.36%
$1.34T
$24.1 Million 1.1% of portfolio
106,350
Q2 2025 Reduced 1.95%
$718B
$19.5 Million 0.89% of portfolio
25,010
Q2 2025 Added 3.21%
$555B
$19.5 Million 0.89% of portfolio
54,980
Q2 2025 Added 2.65%
$1.25T
$16.9 Million 0.77% of portfolio
53,320
Q2 2025 Reduced 3.54%
$1.47T
$15.4 Million 0.7% of portfolio
86,759
Q2 2025 Reduced 1.88%
$554B
$15.4 Million 0.7% of portfolio
27,359
Q2 2025 Added 17.09%
$6.79B
$13.7 Million 0.63% of portfolio
280,997
Q2 2025 Reduced 2.16%
$428B
$12.8 Million 0.58% of portfolio
12,921
Q2 2025 Reduced 6.92%
$788B
$12.3 Million 0.56% of portfolio
56,413
Q2 2025 Reduced 2.46%
$433B
$11.8 Million 0.54% of portfolio
32,228
Q2 2025 Added 6.24%
$281B
$11.2 Million 0.51% of portfolio
114,774
Q2 2025 Added 0.53%
$323B
$8.81 Million 0.4% of portfolio
10,994
Q2 2025 Added 9.31%
$406B
$8.45 Million 0.39% of portfolio
178,505
Q2 2025 Reduced 1.72%
$266B
$8.5 Million 0.39% of portfolio
12,003
Q2 2025 Added 7.07%
$150B
$8.21 Million 0.38% of portfolio
27,479
Q2 2025 Reduced 5.31%
$234B
$8.35 Million 0.38% of portfolio
61,387
Q2 2025 Added 10.63%
$386B
$8.29 Million 0.38% of portfolio
44,679
Q2 2025 Added 5.24%
$374B
$8.04 Million 0.37% of portfolio
50,481
Q2 2025 Reduced 3.84%
$273B
$7.87 Million 0.36% of portfolio
113,461
Q2 2025 Reduced 0.32%
$243B
$7.87 Million 0.36% of portfolio
28,846
Q2 2025 Added 4.08%
$177B
$7.69 Million 0.35% of portfolio
14,580
Q2 2025 Added 6.79%
$301B
$7.67 Million 0.35% of portfolio
25,227
Q2 2025 Reduced 4.56%
$182B
$7.75 Million 0.35% of portfolio
9,844
Q2 2025 Added 8.71%
$243B
$7.51 Million 0.34% of portfolio
23,533
Q2 2025 Added 8.5%
$467B
$7.24 Million 0.33% of portfolio
67,123
Q2 2025 Added 0.71%
$188B
$6.71 Million 0.31% of portfolio
6,529
Q2 2025 Added 17.87%
$210B
$6.57 Million 0.3% of portfolio
83,012
Q2 2025 Reduced 32.6%
$10.3B
$6.64 Million 0.3% of portfolio
25,868
Q2 2025 Reduced 2.67%
$330B
$6.56 Million 0.3% of portfolio
21,024
Q2 2025 Reduced 7.53%
$69B
$6.67 Million 0.3% of portfolio
4,389
Q2 2025 Added 15.99%
$211B
$6.26 Million 0.29% of portfolio
50,490
Q2 2025 Reduced 2.44%
$256B
$6.3 Million 0.29% of portfolio
44,390
Q2 2025 Reduced 5.1%
$124B
$6.35 Million 0.29% of portfolio
91,959
Q2 2025 Reduced 3.75%
$290B
$6.3 Million 0.29% of portfolio
89,003
Q2 2025 Added 0.71%
$36.2B
$6.1 Million 0.28% of portfolio
234,412
Q2 2025 Added 9.48%
$267B
$6.05 Million 0.28% of portfolio
49,964
Q2 2025 Added 1.63%
$225B
$5.87 Million 0.27% of portfolio
20,091
Q2 2025 Reduced 0.72%
$257B
$5.6 Million 0.26% of portfolio
30,761
Q2 2025 Added 13.99%
$227B
$5.46 Million 0.25% of portfolio
18,526
Q2 2025 Added 6.66%
$182B
$5.41 Million 0.25% of portfolio
33,941
Q2 2025 Reduced 5.29%

Summary

  • Portfolio
  • No. of Stocks 1,174
  • Current Value $2.19 Billion
  • Prior Value $2.04 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 86 stocks
  • Additional Purchases 387 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 399 stocks
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