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
$34.1B
$2.84 Million 0.13% of portfolio
31,188
Q2 2025 Reduced 3.89%
$0
$2.76 Million 0.13% of portfolio
65,323
Q3 2024 Reduced 2.51%
$70.6B
$2.91 Million 0.13% of portfolio
29,488
Q2 2025 Reduced 5.0%
$171B
$2.81 Million 0.13% of portfolio
24,356
Q2 2025 Added 9.46%
$106B
$2.65 Million 0.12% of portfolio
25,243
Q2 2025 Reduced 13.39%
$89.5B
$2.68 Million 0.12% of portfolio
11,711
Q2 2025 Added 6.8%
$0
$2.54 Million 0.12% of portfolio
27,846
Q2 2025 Reduced 3.53%
$0
$2.58 Million 0.12% of portfolio
37,695
Q2 2025 New
$65.4B
$2.53 Million 0.12% of portfolio
9,466
Q2 2025 Added 4.23%
$80.9B
$2.64 Million 0.12% of portfolio
10,677
Q2 2025 Reduced 7.47%
$0
$2.69 Million 0.12% of portfolio
55,720
Q2 2025 Reduced 10.65%
$0
$2.61 Million 0.12% of portfolio
31,279
Q2 2025 Added 2.32%
$82B
$2.58 Million 0.12% of portfolio
695
Q2 2025 Reduced 1.56%
$81.6B
$2.67 Million 0.12% of portfolio
14,339
Q2 2025 Reduced 8.67%
$101B
$2.53 Million 0.12% of portfolio
5,672
Q2 2025 Added 1.61%
$86.5B
$2.73 Million 0.12% of portfolio
9,987
Q2 2025 Added 7.53%
$141B
$2.52 Million 0.12% of portfolio
36,371
Q2 2025 Added 1.0%
$0
$2.6 Million 0.12% of portfolio
109,244
Q2 2025 Added 196.37%
$50.7B
$2.6 Million 0.12% of portfolio
2,496
Q2 2025 Added 12.58%
$41B
$2.33 Million 0.11% of portfolio
25,183
Q2 2025 Added 0.6%
$16.9B
$2.5 Million 0.11% of portfolio
326,804
Q2 2025 Added 12.33%
$0
$2.49 Million 0.11% of portfolio
12,944
Q4 2024 Reduced 0.04%
$0
$2.47 Million 0.11% of portfolio
8,833
Q2 2025 Reduced 20.5%
$84.9B
$2.44 Million 0.11% of portfolio
36,162
Q2 2025 Added 14.83%
$146B
$2.46 Million 0.11% of portfolio
69,048
Q2 2025 Reduced 5.72%
$32.4B
$2.38 Million 0.11% of portfolio
19,451
Q2 2025 Added 8.66%
$115B
$2.38 Million 0.11% of portfolio
157,509
Q2 2025 Reduced 2.45%
$48.7B
$2.43 Million 0.11% of portfolio
16,731
Q2 2025 Added 41.09%
$89.9B
$2.42 Million 0.11% of portfolio
14,595
Q2 2025 Added 5.06%
$97.5B
$2.39 Million 0.11% of portfolio
3,416
Q2 2025 Reduced 1.36%
$0
$2.42 Million 0.11% of portfolio
27,120
Q4 2024 Reduced 30.7%
$46.2B
$2.44 Million 0.11% of portfolio
27,302
Q2 2025 Added 67.47%
$48.9B
$2.31 Million 0.11% of portfolio
32,153
Q2 2025 Reduced 0.92%
$115B
$2.36 Million 0.11% of portfolio
8,157
Q2 2025 Added 2.58%
$0
$2.46 Million 0.11% of portfolio
92,766
Q2 2025 Reduced 0.26%
$0
$2.48 Million 0.11% of portfolio
18,251
Q2 2025 Reduced 2.61%
$41.3B
$2.47 Million 0.11% of portfolio
23,216
Q2 2025 Added 0.84%
$69B
$2.45 Million 0.11% of portfolio
23,265
Q2 2025 Added 4.7%
$0
$2.16 Million 0.1% of portfolio
115,000
Q1 2024 Added 53.33%
$76.9B
$2.13 Million 0.1% of portfolio
5,984
Q2 2025 Reduced 1.71%
$57.8B
$2.29 Million 0.1% of portfolio
6,982
Q2 2025 Reduced 5.79%
$71.8B
$2.11 Million 0.1% of portfolio
2,654
Q2 2025 Added 2.19%
$53B
$2.09 Million 0.1% of portfolio
3,919
Q2 2025 Added 5.78%
$411B
$2.18 Million 0.1% of portfolio
19,198
Q2 2025 Added 4.05%
$75.6B
$2.14 Million 0.1% of portfolio
5,505
Q2 2025 Reduced 12.67%
$68.3B
$2.11 Million 0.1% of portfolio
64,603
Q2 2025 Added 2.14%
$134B
$2.11 Million 0.1% of portfolio
86,941
Q2 2025 Added 4.52%
$25.3B
$2.1 Million 0.1% of portfolio
15,082
Q2 2025 Added 18.26%
$44.9B
$2.16 Million 0.1% of portfolio
9,004
Q2 2025 Reduced 27.01%

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