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
$9.82B
$701,000 0.03% of portfolio
12,998
Q2 2025 Reduced 1.35%
$7.83B
$766,000 0.03% of portfolio
4,557
Q2 2025 New
$15.8B
$707,000 0.03% of portfolio
4,360
Q2 2025 Added 3.27%
$46.1B
$720,000 0.03% of portfolio
16,605
Q2 2025 Added 15.68%
$52B
$604,000 0.03% of portfolio
7,724
Q2 2025 Reduced 7.34%
$31.1B
$577,000 0.03% of portfolio
37,406
Q2 2025 Reduced 42.64%
$37.7B
$712,000 0.03% of portfolio
9,126
Q2 2025 Reduced 16.14%
$46.1B
$582,000 0.03% of portfolio
4,202
Q2 2025 Added 7.39%
$18.1B
$624,000 0.03% of portfolio
5,961
Q2 2025 Added 0.13%
$37B
$698,000 0.03% of portfolio
9,219
Q2 2025 Reduced 14.8%
$42.2B
$693,000 0.03% of portfolio
44,868
Q2 2025 Added 14.4%
$29.1B
$745,000 0.03% of portfolio
9,840
Q2 2025 Reduced 4.48%
$36.1B
$737,000 0.03% of portfolio
2,860
Q2 2025 Reduced 14.01%
$25.8B
$630,000 0.03% of portfolio
7,177
Q2 2025 Added 6.86%
$108B
$610,000 0.03% of portfolio
20,386
Q2 2025 Reduced 22.73%
$18.4B
$749,000 0.03% of portfolio
7,855
Q2 2025 Added 302.0%
$10.5B
$589,000 0.03% of portfolio
7,989
Q2 2025 Reduced 3.05%
$11.3B
$611,000 0.03% of portfolio
2,644
Q2 2025 Reduced 9.51%
$43B
$747,000 0.03% of portfolio
72,121
Q2 2025 Added 48.21%
$13.6B
$681,000 0.03% of portfolio
5,680
Q2 2025 Reduced 21.07%
$10.9B
$695,000 0.03% of portfolio
10,301
Q2 2025 Added 129.83%
$22.6B
$658,000 0.03% of portfolio
28,018
Q2 2025 Reduced 2.05%
$22B
$556,000 0.03% of portfolio
1,594
Q2 2025 Added 0.76%
$7.04B
$634,000 0.03% of portfolio
4,677
Q2 2025 Added 15.51%
$22B
$719,000 0.03% of portfolio
42,934
Q2 2025 Reduced 14.05%
$22.2B
$568,000 0.03% of portfolio
4,974
Q2 2025 Reduced 3.53%
$12.7B
$724,000 0.03% of portfolio
4,126
Q2 2025 Added 93.98%
$35.7B
$594,000 0.03% of portfolio
2,433
Q2 2025 Reduced 13.48%
$8.98B
$752,000 0.03% of portfolio
27,967
Q2 2025 Reduced 9.4%
$23.5B
$634,000 0.03% of portfolio
16,976
Q2 2025 Reduced 7.05%
$12.8B
$647,000 0.03% of portfolio
3,495
Q2 2025 New
$39.4B
$641,000 0.03% of portfolio
3,074
Q2 2025 Added 11.46%
$21.9B
$525,000 0.02% of portfolio
6,343
Q2 2025 Reduced 8.75%
$7.46B
$506,000 0.02% of portfolio
3,238
Q2 2025 Reduced 13.12%
$53.7B
$503,000 0.02% of portfolio
2,305
Q2 2025 Added 42.37%
$37.3B
$490,000 0.02% of portfolio
11,666
Q2 2025 Reduced 12.71%
$78.3B
$528,000 0.02% of portfolio
3,728
Q2 2025 Reduced 64.18%
$37.1B
$499,000 0.02% of portfolio
3,859
Q2 2025 Added 16.59%
$4.71B
$409,000 0.02% of portfolio
208,772
Q2 2025 Reduced 4.05%
$8.25B
$452,000 0.02% of portfolio
2,681
Q2 2025 Reduced 6.32%
$33B
$461,000 0.02% of portfolio
8,747
Q2 2025 Reduced 14.74%
$20.4B
$336,000 0.02% of portfolio
6,204
Q2 2025 Added 8.25%
$18.3B
$476,000 0.02% of portfolio
3,309
Q2 2025 Reduced 12.58%
$26.6B
$431,000 0.02% of portfolio
3,401
Q2 2025 Reduced 2.33%
$14.5B
$458,000 0.02% of portfolio
66,115
Q2 2025 Reduced 2.38%
$54.2B
$397,000 0.02% of portfolio
40,911
Q2 2025 Reduced 22.99%
$26.5B
$427,000 0.02% of portfolio
1,834
Q2 2025 Reduced 6.81%
$16.8B
$516,000 0.02% of portfolio
5,614
Q2 2025 Added 6.99%
$4.64B
$530,000 0.02% of portfolio
7,271
Q2 2025 New

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
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email