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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$330B
$6.56 Million 0.3% of portfolio
21,024
Q2 2025 Reduced 7.53%
$69B
$6.67 Million 0.3% of portfolio
4,389
Q2 2025 Added 15.99%
$211B
$6.26 Million 0.29% of portfolio
50,490
Q2 2025 Reduced 2.44%
$256B
$6.3 Million 0.29% of portfolio
44,390
Q2 2025 Reduced 5.1%
$124B
$6.35 Million 0.29% of portfolio
91,959
Q2 2025 Reduced 3.75%
$290B
$6.3 Million 0.29% of portfolio
89,003
Q2 2025 Added 0.71%
$36.2B
$6.1 Million 0.28% of portfolio
234,412
Q2 2025 Added 9.48%
$267B
$6.05 Million 0.28% of portfolio
49,964
Q2 2025 Added 1.63%
$225B
$5.87 Million 0.27% of portfolio
20,091
Q2 2025 Reduced 0.72%
$257B
$5.6 Million 0.26% of portfolio
30,761
Q2 2025 Added 13.99%
$227B
$5.46 Million 0.25% of portfolio
18,526
Q2 2025 Added 6.66%
$182B
$5.41 Million 0.25% of portfolio
33,941
Q2 2025 Reduced 5.29%
$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%
$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%
$0
$4.82 Million 0.22% of portfolio
11,363
Q2 2025 Reduced 5.88%
$198B
$4.92 Million 0.22% of portfolio
37,265
Q2 2025 Added 7.06%
$0
$4.79 Million 0.22% of portfolio
35,412
Q2 2025 Added 0.02%
$144B
$4.76 Million 0.22% of portfolio
42,962
Q2 2025 Added 7.09%
$0
$4.49 Million 0.21% of portfolio
73,696
Q2 2025 Reduced 2.18%
$0
$4.53 Million 0.21% of portfolio
7,296
Q2 2025 Added 56.77%
$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%
$74.1B
$4.61 Million 0.21% of portfolio
43,632
Q2 2025 Added 10.44%
$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%
$0
$4.44 Million 0.2% of portfolio
49,656
Q2 2025 Reduced 8.81%
$92.4B
$4.49 Million 0.2% of portfolio
13,574
Q2 2025 Added 24.52%
$0
$4.32 Million 0.2% of portfolio
7,630
Q2 2025 Reduced 2.09%
$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%

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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