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
$55B
$934,000 0.04% of portfolio
12,564
Q2 2025 Added 12.84%
$69B
$774,000 0.04% of portfolio
17,122
Q2 2025 Reduced 16.71%
$15.7B
$838,000 0.04% of portfolio
11,403
Q2 2025 Reduced 11.25%
$29.9B
$847,000 0.04% of portfolio
13,415
Q2 2025 Added 4.33%
$21B
$830,000 0.04% of portfolio
126,268
Q2 2025 Reduced 5.25%
$5.76B
$823,000 0.04% of portfolio
36,581
Q2 2025 Added 344.21%
$31.1B
$865,000 0.04% of portfolio
10,402
Q2 2025 Added 50.91%
$6.08B
$896,000 0.04% of portfolio
10,699
Q2 2025 Reduced 7.49%
$18.3B
$776,000 0.04% of portfolio
10,596
Q2 2025 Reduced 1.74%
$53.9B
$788,000 0.04% of portfolio
21,043
Q2 2025 Added 17.77%
$46B
$811,000 0.04% of portfolio
1,407
Q2 2025 Added 2.18%
$21.3B
$927,000 0.04% of portfolio
30,494
Q2 2025 Reduced 9.77%
$62B
$866,000 0.04% of portfolio
27,111
Q2 2025 Added 32.27%
$49.7B
$834,000 0.04% of portfolio
25,566
Q2 2025 Added 5.87%
$34B
$853,000 0.04% of portfolio
6,622
Q2 2025 Reduced 8.84%
$21.2B
$794,000 0.04% of portfolio
3,382
Q2 2025 Reduced 1.14%
$51.2B
$926,000 0.04% of portfolio
27,407
Q2 2025 Reduced 19.98%
$78.3B
$961,000 0.04% of portfolio
226,307
Q2 2025 Added 7.15%
$44.9B
$956,000 0.04% of portfolio
16,306
Q2 2025 Added 8.74%
$19.3B
$798,000 0.04% of portfolio
29,458
Q2 2025 Added 17.02%
$55.7B
$903,000 0.04% of portfolio
3,601
Q2 2025 Reduced 2.2%
$41.5B
$872,000 0.04% of portfolio
2,626
Q2 2025 Added 0.08%
$35.2B
$828,000 0.04% of portfolio
13,234
Q2 2025 Added 12.14%
$2.31B
$823,000 0.04% of portfolio
2,037
Q2 2025 Added 40.39%
$39.1B
$815,000 0.04% of portfolio
7,589
Q2 2025 Reduced 37.66%
$48.5B
$941,000 0.04% of portfolio
3,210
Q2 2025 Reduced 0.68%
$24.4B
$962,000 0.04% of portfolio
184,010
Q2 2025 Reduced 10.44%
$20.3B
$929,000 0.04% of portfolio
81,497
Q2 2025 Reduced 0.68%
$40.8B
$925,000 0.04% of portfolio
10,996
Q2 2025 Reduced 8.45%
$62.7B
$857,000 0.04% of portfolio
2,269
Q2 2025 Reduced 2.74%
$9.73B
$862,000 0.04% of portfolio
21,213
Q2 2025 Reduced 0.2%
$34.7B
$950,000 0.04% of portfolio
16,496
Q2 2025 Added 9.88%
$63.7B
$868,000 0.04% of portfolio
1,695
Q2 2025 Added 4.05%
$51.7B
$828,000 0.04% of portfolio
5,743
Q2 2025 Reduced 0.1%
$9.75B
$811,000 0.04% of portfolio
11,113
Q2 2025 Added 5.48%
$50.2B
$923,000 0.04% of portfolio
1,116
Q2 2025 Added 20.52%
$30.3B
$940,000 0.04% of portfolio
46,012
Q2 2025 Reduced 9.56%
$51.1B
$783,000 0.04% of portfolio
4,548
Q2 2025 Reduced 15.05%
$31.8B
$937,000 0.04% of portfolio
39,624
Q2 2025 Reduced 1.54%
$50.6B
$870,000 0.04% of portfolio
6,753
Q2 2025 Reduced 8.28%
$27.5B
$834,000 0.04% of portfolio
16,112
Q2 2025 Reduced 18.4%
$35.5B
$868,000 0.04% of portfolio
2,124
Q2 2025 Reduced 4.32%
$24B
$837,000 0.04% of portfolio
3,785
Q2 2025 Reduced 1.43%
$71B
$870,000 0.04% of portfolio
7,319
Q2 2025 Added 5.4%
$43.6B
$920,000 0.04% of portfolio
2,625
Q2 2025 Added 3.06%
$48.8B
$978,000 0.04% of portfolio
7,397
Q2 2025 Reduced 29.7%
$103B
$872,000 0.04% of portfolio
12,653
Q2 2025 Reduced 8.14%
$36.2B
$792,000 0.04% of portfolio
25,235
Q2 2025 Reduced 9.56%
$125B
$779,000 0.04% of portfolio
11,341
Q2 2025 Added 11.0%

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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