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
$68.4B
$4.03 Million 0.18% of portfolio
217,552
Q2 2025 Added 2.78%
$73.7B
$4.04 Million 0.18% of portfolio
14,992
Q2 2025 Reduced 5.82%
$0
$3.97 Million 0.18% of portfolio
59,010
Q2 2025 Reduced 8.76%
$87.3B
$3.87 Million 0.18% of portfolio
42,424
Q2 2025 Added 8.21%
$84.7B
$3.62 Million 0.17% of portfolio
17,004
Q2 2025 Added 91.59%
$279B
$3.62 Million 0.17% of portfolio
59,484
Q2 2025 Reduced 2.76%
$94.9B
$3.71 Million 0.17% of portfolio
169,638
Q2 2025 Added 63.37%
$165B
$3.76 Million 0.17% of portfolio
86,855
Q2 2025 Added 13.87%
$0
$3.71 Million 0.17% of portfolio
20,391
Q2 2025 Reduced 0.34%
$203B
$3.76 Million 0.17% of portfolio
28,552
Q2 2025 Added 2.2%
$148B
$3.62 Million 0.17% of portfolio
16,326
Q2 2025 Reduced 2.14%
$0
$3.61 Million 0.17% of portfolio
8,245
Q2 2025 Reduced 4.78%
$174B
$3.76 Million 0.17% of portfolio
130,046
Q2 2025 Added 5.1%
$40.7B
$3.65 Million 0.17% of portfolio
28,756
Q2 2025 Added 2.13%
$84.9B
$3.52 Million 0.16% of portfolio
64,708
Q2 2025 Reduced 1.9%
$64.2B
$3.58 Million 0.16% of portfolio
17,517
Q2 2025 Reduced 12.01%
$190B
$3.45 Million 0.16% of portfolio
6,341
Q2 2025 Added 8.84%
$12.9B
$3.5 Million 0.16% of portfolio
21,413
Q2 2025 Added 0.32%
$118B
$3.57 Million 0.16% of portfolio
14,993
Q2 2025 Added 14.37%
$196B
$3.2 Million 0.15% of portfolio
37,602
Q2 2025 Added 0.28%
$91.3B
$3.21 Million 0.15% of portfolio
35,004
Q2 2025 Reduced 8.12%
$22.2B
$3.22 Million 0.15% of portfolio
40,178
Q2 2025 Added 0.26%
$27B
$3.23 Million 0.15% of portfolio
24,935
Q2 2025 Reduced 5.31%
$221B
$3.26 Million 0.15% of portfolio
8,048
Q2 2025 Reduced 2.77%
$132B
$3.3 Million 0.15% of portfolio
14,152
Q2 2025 Added 0.89%
$73B
$3.23 Million 0.15% of portfolio
6,587
Q2 2025 Added 13.18%
$169B
$3.33 Million 0.15% of portfolio
3,716
Q2 2025 Added 2.57%
$156B
$3.33 Million 0.15% of portfolio
16,866
Q2 2025 Reduced 20.9%
$0
$3.3 Million 0.15% of portfolio
5,979
Q2 2025 Reduced 0.75%
$142B
$3.28 Million 0.15% of portfolio
30,507
Q2 2025 Added 19.29%
$168B
$3.24 Million 0.15% of portfolio
390,902
Q2 2025 Added 13.04%
$375B
$3.2 Million 0.15% of portfolio
23,484
Q2 2025 Added 31.22%
$14.1B
$3.38 Million 0.15% of portfolio
1,120,415
Q2 2025 Added 0.67%
$19.3B
$3.03 Million 0.14% of portfolio
84,399
Q2 2025 Added 9.07%
$88.9B
$2.99 Million 0.14% of portfolio
8,717
Q2 2025 Added 11.81%
$263B
$3.03 Million 0.14% of portfolio
43,057
Q2 2025 Reduced 0.94%
$93.9B
$2.97 Million 0.14% of portfolio
65,588
Q2 2025 Added 9.99%
$0
$2.97 Million 0.14% of portfolio
47,955
Q2 2025 Reduced 4.01%
$154B
$2.96 Million 0.14% of portfolio
48,348
Q2 2025 Added 0.51%
$0
$3.17 Million 0.14% of portfolio
59,126
Q2 2025 Added 4.69%
$70B
$2.96 Million 0.14% of portfolio
11,124
Q2 2025 Added 15.73%
$257B
$3.1 Million 0.14% of portfolio
13,025
Q2 2025 Added 2.18%
$13.4B
$3.09 Million 0.14% of portfolio
62,221
Q2 2025 Added 10.96%
$100B
$3.14 Million 0.14% of portfolio
7,186
Q2 2025 Added 13.5%
$84B
$2.78 Million 0.13% of portfolio
12,589
Q2 2025 Reduced 2.3%
$2.24B
$2.91 Million 0.13% of portfolio
193,804
Q2 2025 Reduced 3.15%
$0
$2.93 Million 0.13% of portfolio
13,601
Q2 2025 Reduced 4.41%
$67.3B
$2.8 Million 0.13% of portfolio
36,498
Q2 2025 Reduced 16.92%
$237B
$2.92 Million 0.13% of portfolio
23,701
Q2 2025 Added 4.3%

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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