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
$144B
$5.43 Million 0.25% of portfolio
29,640
Q2 2025 Added 4.59%
$162B
$5.37 Million 0.25% of portfolio
13,876
Q2 2025 Reduced 2.65%
$265B
$5.3 Million 0.24% of portfolio
37,613
Q2 2025 Added 21.92%
$146B
$5.33 Million 0.24% of portfolio
14,931
Q2 2025 Added 13.66%
$170B
$5.28 Million 0.24% of portfolio
57,903
Q2 2025 Reduced 8.62%
$247B
$5.02 Million 0.23% of portfolio
71,774
Q2 2025 Added 3.16%
$132B
$4.99 Million 0.23% of portfolio
21,699
Q2 2025 Reduced 0.63%
$217B
$5.09 Million 0.23% of portfolio
879
Q2 2025 Added 24.15%
$308B
$4.88 Million 0.22% of portfolio
18,971
Q2 2025 Added 6.49%
$198B
$4.92 Million 0.22% of portfolio
37,265
Q2 2025 Added 7.06%
$144B
$4.76 Million 0.22% of portfolio
42,962
Q2 2025 Added 7.09%
$33B
$4.62 Million 0.21% of portfolio
55,945
Q2 2025 Added 2.21%
$122B
$4.67 Million 0.21% of portfolio
15,138
Q2 2025 Reduced 2.43%
$148B
$4.5 Million 0.21% of portfolio
16,120
Q2 2025 Reduced 1.89%
$145B
$4.57 Million 0.21% of portfolio
17,115
Q2 2025 Reduced 3.17%
$41.2B
$4.57 Million 0.21% of portfolio
14,668
Q2 2025 Added 7.07%
$162B
$4.58 Million 0.21% of portfolio
37,056
Q2 2025 Reduced 6.22%
$228B
$4.33 Million 0.2% of portfolio
11,149
Q2 2025 Reduced 6.2%
$92.4B
$4.49 Million 0.2% of portfolio
13,574
Q2 2025 Added 24.52%
$268B
$4.44 Million 0.2% of portfolio
25,756
Q2 2025 Reduced 4.22%
$130B
$4.38 Million 0.2% of portfolio
129,469
Q2 2025 Reduced 4.7%
$145B
$4.36 Million 0.2% of portfolio
11,021
Q2 2025 Added 1.74%
$112B
$4.35 Million 0.2% of portfolio
129,210
Q2 2025 Added 6.06%
$229B
$4.38 Million 0.2% of portfolio
29,962
Q2 2025 Added 0.45%
$93.9B
$4.29 Million 0.2% of portfolio
8,545
Q2 2025 Added 3.6%
$80.4B
$4.12 Million 0.19% of portfolio
9,808
Q2 2025 Reduced 2.87%
$308B
$4.06 Million 0.19% of portfolio
28,346
Q2 2025 Reduced 11.69%
$177B
$4.14 Million 0.19% of portfolio
21,258
Q2 2025 Reduced 2.21%
$309B
$4.06 Million 0.19% of portfolio
50,735
Q2 2025 Reduced 1.81%
$102B
$4.06 Million 0.19% of portfolio
5,541
Q2 2025 Reduced 4.5%
$52.7B
$4.25 Million 0.19% of portfolio
30,309
Q2 2025 Added 11.87%
$71.1B
$4.03 Million 0.18% of portfolio
217,552
Q2 2025 Added 2.78%
$77.7B
$4.04 Million 0.18% of portfolio
14,992
Q2 2025 Reduced 5.82%
$86.1B
$3.87 Million 0.18% of portfolio
42,424
Q2 2025 Added 8.21%
$85.9B
$3.62 Million 0.17% of portfolio
17,004
Q2 2025 Added 91.59%
$274B
$3.62 Million 0.17% of portfolio
59,484
Q2 2025 Reduced 2.76%
$95.7B
$3.71 Million 0.17% of portfolio
169,638
Q2 2025 Added 63.37%
$185B
$3.76 Million 0.17% of portfolio
86,855
Q2 2025 Added 13.87%
$201B
$3.76 Million 0.17% of portfolio
28,552
Q2 2025 Added 2.2%
$169B
$3.62 Million 0.17% of portfolio
16,326
Q2 2025 Reduced 2.14%
$211B
$3.76 Million 0.17% of portfolio
130,046
Q2 2025 Added 5.1%
$42.2B
$3.65 Million 0.17% of portfolio
28,756
Q2 2025 Added 2.13%
$89.1B
$3.52 Million 0.16% of portfolio
64,708
Q2 2025 Reduced 1.9%
$58.7B
$3.58 Million 0.16% of portfolio
17,517
Q2 2025 Reduced 12.01%
$142B
$3.44 Million 0.16% of portfolio
6,760
Q2 2025 Added 6.22%
$159B
$3.45 Million 0.16% of portfolio
6,341
Q2 2025 Added 8.84%
$13.1B
$3.5 Million 0.16% of portfolio
21,413
Q2 2025 Added 0.32%
$126B
$3.57 Million 0.16% of portfolio
14,993
Q2 2025 Added 14.37%
$193B
$3.2 Million 0.15% of portfolio
37,602
Q2 2025 Added 0.28%

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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