Wetherby Asset Management Inc Software—Application

Wetherby Asset Management Inc

  • $2.19 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$242B
$7.87 Million 0.36% of portfolio
28,846
Q2 2025 Added 4.08%
$187B
$7.75 Million 0.35% of portfolio
9,844
Q2 2025 Added 8.71%
$306B
$7.67 Million 0.35% of portfolio
25,227
Q2 2025 Reduced 4.56%
$192B
$6.71 Million 0.31% of portfolio
6,529
Q2 2025 Added 17.87%
$176B
$2.81 Million 0.13% of portfolio
24,356
Q2 2025 Added 9.46%
$184B
$2.55 Million 0.12% of portfolio
27,339
Q2 2025 Added 14.99%
$95.3B
$2.17 Million 0.1% of portfolio
7,038
Q2 2025 Added 4.25%
$47.2B
$2.16 Million 0.1% of portfolio
9,004
Q2 2025 Reduced 27.01%
$7.86B
$2.08 Million 0.1% of portfolio
132,142
Q2 2025 New
$53.1B
$1.59 Million 0.07% of portfolio
6,449
Q2 2025 Added 10.48%
$177B
$1.18 Million 0.05% of portfolio
3,370
Q2 2025 Reduced 4.94%
$45.5B
$920,000 0.04% of portfolio
2,625
Q2 2025 Added 3.06%
$3.06B
$823,000 0.04% of portfolio
2,037
Q2 2025 Added 40.39%
$39.2B
$608,000 0.03% of portfolio
333
Q2 2025 Added 10.63%
$22.7B
$525,000 0.02% of portfolio
6,343
Q2 2025 Reduced 8.75%
$12.9B
$495,000 0.02% of portfolio
2,142
Q2 2025 Added 0.14%
$32.6B
$445,000 0.02% of portfolio
1,268
Q2 2025 Added 25.17%
$14.6B
$361,000 0.02% of portfolio
6,698
Q2 2025 Added 0.78%
$20.8B
$337,000 0.02% of portfolio
1,433
Q2 2025 New
$13.8B
$298,000 0.01% of portfolio
5,400
Q2 2025 Added 10.25%
$24.4B
$267,000 0.01% of portfolio
480
Q4 2024 Reduced 11.28%
$69.7B
$266,000 0.01% of portfolio
1,190
Q2 2025 New
$24B
$234,000 0.01% of portfolio
1,358
Q2 2025 Added 3.27%
$22.3B
$214,000 0.01% of portfolio
361
Q2 2025 Added 3.44%
$20.1B
$205,000 0.01% of portfolio
2,860
Q2 2025 Reduced 19.46%
$2.05B
$90,000 0.0% of portfolio
10,062
Q2 2025 Added 0.62%
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