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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.06 Million 0.05% of portfolio
83,672
Q2 2025 Added 20.81%
$0
$341,000 0.02% of portfolio
43,853
Q2 2025 Added 105.6%
$0
$365,000 0.02% of portfolio
26,302
Q2 2025 Added 109.85%
$0
$381,000 0.02% of portfolio
47,165
Q2 2025 Added 110.1%
$0
$377,000 0.02% of portfolio
8,610
Q1 2024 Reduced 25.84%
$0
$400,000 0.02% of portfolio
8,352
Q2 2025 Added 83.96%
$0
$392,000 0.02% of portfolio
31,563
Q2 2025 Added 0.99%
$0
$345,000 0.02% of portfolio
27,868
Q2 2025 Added 114.44%
$0
$374,000 0.02% of portfolio
15,663
Q2 2025 New
$0
$378,000 0.02% of portfolio
37,707
Q2 2025 Added 110.75%
$0
$368,000 0.02% of portfolio
23,590
Q2 2025 Added 110.02%
$0
$355,000 0.02% of portfolio
22,810
Q2 2025 Added 93.44%
$0
$415,000 0.02% of portfolio
77,010
Q2 2025 Added 101.58%
$0
$302,000 0.01% of portfolio
13,779
Q2 2025 Reduced 12.88%
$0
$175,000 0.01% of portfolio
21,077
Q1 2024 New
$0
$301,000 0.01% of portfolio
19,442
Q2 2025 New
$0
$179,000 0.01% of portfolio
20,278
Q1 2024 New
$0
$195,000 0.01% of portfolio
12,637
Q2 2025 New
$0
$183,000 0.01% of portfolio
31,678
Q1 2024 Added 126.47%
$0
$205,000 0.01% of portfolio
20,681
Q2 2025 New
$0
$172,000 0.01% of portfolio
13,892
Q1 2024 New
$0
$151,000 0.01% of portfolio
12,500
Q2 2021 New
$0
$169,000 0.01% of portfolio
11,400
Q1 2024 New
$0
$194,000 0.01% of portfolio
17,134
Q2 2025 New
$0
$165,000 0.01% of portfolio
15,125
Q1 2024 New
$0
$185,000 0.01% of portfolio
20,853
Q1 2024 New
$0
$203,000 0.01% of portfolio
8,389
Q4 2024 New
$0
$164,000 0.01% of portfolio
19,382
Q2 2025 Reduced 30.02%
$0
$244,000 0.01% of portfolio
20,000
Q2 2025 Reduced 21.83%
$0
$203,000 0.01% of portfolio
16,380
Q2 2025 New
$0
$194,000 0.01% of portfolio
11,464
Q2 2025 New
$0
$163,000 0.01% of portfolio
12,996
Q1 2024 New
$0
$201,000 0.01% of portfolio
7,736
Q2 2025 New
$0
$190,000 0.01% of portfolio
29,743
Q2 2025 New
$0
$209,000 0.01% of portfolio
10,000
Q2 2021 New
$0
$202,000 0.01% of portfolio
25,107
Q2 2025 New
$0
$177,000 0.01% of portfolio
11,798
Q2 2024 Added 1.97%
$0
$191,000 0.01% of portfolio
12,609
Q2 2025 New
$0
$193,000 0.01% of portfolio
14,453
Q1 2024 New
$0
$168,000 0.01% of portfolio
17,246
Q2 2023 Added 1.22%
$0
$274,000 0.01% of portfolio
11,514
Q2 2025 New
$0
$296,000 0.01% of portfolio
36,995
Q2 2025 Reduced 2.83%

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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