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
$17.3B
$519,000 0.02% of portfolio
6,851
Q2 2025 Added 5.55%
$16.3B
$502,000 0.02% of portfolio
2,977
Q2 2025 Reduced 5.82%
$53.9B
$424,000 0.02% of portfolio
23,411
Q2 2025 Reduced 0.83%
$5.2B
$467,000 0.02% of portfolio
128,733
Q2 2025 Added 11.82%
$57.3B
$399,000 0.02% of portfolio
1,226
Q2 2025 Added 6.89%
$1.85B
$425,000 0.02% of portfolio
10,247
Q2 2025 Reduced 0.04%
$26.4B
$389,000 0.02% of portfolio
195
Q2 2025 Reduced 5.8%
$28B
$426,000 0.02% of portfolio
1,137
Q2 2025 Added 1.34%
$17.5B
$535,000 0.02% of portfolio
5,937
Q2 2025 Reduced 6.52%
$29.6B
$354,000 0.02% of portfolio
181
Q2 2025 Reduced 3.21%
$0
$355,000 0.02% of portfolio
22,810
Q2 2025 Added 93.44%
$9.03B
$481,000 0.02% of portfolio
2,759
Q2 2025 Reduced 0.9%
$30.3B
$451,000 0.02% of portfolio
1,564
Q2 2025 Added 31.54%
$16.4B
$430,000 0.02% of portfolio
2,909
Q2 2025 Reduced 6.46%
$69.1B
$343,000 0.02% of portfolio
11,069
Q2 2025 Reduced 23.24%
$0
$415,000 0.02% of portfolio
77,010
Q2 2025 Added 101.58%
$10.4B
$303,000 0.01% of portfolio
3,322
Q2 2025 Added 37.39%
$14.3B
$319,000 0.01% of portfolio
1,303
Q2 2025 Reduced 9.7%
$18.8B
$294,000 0.01% of portfolio
9,089
Q2 2025 Reduced 14.42%
$26B
$292,000 0.01% of portfolio
3,049
Q2 2025 Added 1.57%
$0
$302,000 0.01% of portfolio
13,779
Q2 2025 Reduced 12.88%
$16.1B
$267,000 0.01% of portfolio
2,115
Q2 2025 Reduced 13.21%
$36.8B
$307,000 0.01% of portfolio
1,004
Q2 2025 Added 2.34%
$14.5B
$279,000 0.01% of portfolio
2,061
Q2 2025 Reduced 37.87%
$0
$175,000 0.01% of portfolio
21,077
Q1 2024 New
$2.6B
$264,000 0.01% of portfolio
12,203
Q2 2021 Added 0.25%
$3.03B
$271,000 0.01% of portfolio
5,701
Q4 2024 Reduced 0.44%
$29.4B
$328,000 0.01% of portfolio
10,407
Q2 2025 Reduced 0.66%
$0
$301,000 0.01% of portfolio
19,442
Q2 2025 New
$21.6B
$299,000 0.01% of portfolio
3,283
Q2 2025 Reduced 16.25%
$4.45B
$275,000 0.01% of portfolio
3,667
Q2 2025 Reduced 9.21%
$7.5B
$314,000 0.01% of portfolio
17,206
Q2 2025 Added 27.47%
$11.7B
$207,000 0.01% of portfolio
1,842
Q2 2025 Reduced 1.6%
$8.74B
$208,000 0.01% of portfolio
4,012
Q2 2025 Reduced 3.46%
$14.6B
$293,000 0.01% of portfolio
1,782
Q2 2025 Reduced 4.04%
$0
$220,000 0.01% of portfolio
12,000
Q2 2025 Reduced 0.41%
$0
$179,000 0.01% of portfolio
20,278
Q1 2024 New
$0
$195,000 0.01% of portfolio
12,637
Q2 2025 New
$9.44B
$202,000 0.01% of portfolio
3,020
Q2 2025 New
$7.46B
$251,000 0.01% of portfolio
2,580
Q2 2025 Added 1.9%
$7.04B
$222,000 0.01% of portfolio
3,811
Q2 2025 New
$263M
$151,000 0.01% of portfolio
31,825
Q2 2025 Added 2.0%
$17.2B
$214,000 0.01% of portfolio
2,673
Q2 2025 New
$36.2B
$139,000 0.01% of portfolio
57,811
Q2 2025 Reduced 21.15%
$22.7B
$214,000 0.01% of portfolio
361
Q2 2025 Added 3.44%
$10.4B
$249,000 0.01% of portfolio
21,737
Q2 2025 Added 6.76%
$39.3B
$116,000 0.01% of portfolio
10,186
Q2 2025 Reduced 1.94%
$23.3B
$216,000 0.01% of portfolio
1,403
Q2 2025 New
$12.5B
$229,000 0.01% of portfolio
5,611
Q2 2025 Reduced 14.73%

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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