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
$127B
$2.23 Million 0.1% of portfolio
4,824
Q2 2025 Reduced 7.23%
$91.4B
$2.17 Million 0.1% of portfolio
7,038
Q2 2025 Added 4.25%
$0
$2.27 Million 0.1% of portfolio
20,749
Q2 2025 Reduced 4.69%
$89.5B
$2.22 Million 0.1% of portfolio
10,145
Q2 2025 Added 1.07%
$63.9B
$2.18 Million 0.1% of portfolio
24,012
Q2 2025 Added 2.07%
$6.68B
$2.08 Million 0.1% of portfolio
132,142
Q2 2025 New
$3.91B
$2.08 Million 0.1% of portfolio
47,828
Q2 2025 Reduced 0.23%
$35B
$1.94 Million 0.09% of portfolio
11,145
Q2 2025 Reduced 1.28%
$33B
$1.87 Million 0.09% of portfolio
181,122
Q2 2025 Added 40.38%
$79.5B
$1.88 Million 0.09% of portfolio
15,054
Q2 2025 Added 10.64%
$1.61B
$1.87 Million 0.09% of portfolio
70,695
Q2 2025 Added 5.66%
$44.9B
$2.01 Million 0.09% of portfolio
26,964
Q2 2025 Added 7.3%
$52.8B
$1.88 Million 0.09% of portfolio
9,350
Q2 2025 Reduced 1.8%
$96.9B
$1.95 Million 0.09% of portfolio
42,197
Q2 2025 Reduced 6.04%
$122B
$1.92 Million 0.09% of portfolio
2,497
Q2 2025 Added 34.03%
$82.1B
$2.06 Million 0.09% of portfolio
11,201
Q2 2025 Added 10.71%
$42.6B
$2.07 Million 0.09% of portfolio
23,066
Q2 2025 Added 7.0%
$65.6B
$2.06 Million 0.09% of portfolio
8,358
Q2 2025 Added 0.16%
$186B
$2.05 Million 0.09% of portfolio
149,761
Q2 2025 Added 2.47%
$0
$1.89 Million 0.09% of portfolio
6,615
Q2 2025 Added 9.79%
$135B
$1.93 Million 0.09% of portfolio
5,040
Q2 2025 Reduced 1.25%
$5.89B
$1.94 Million 0.09% of portfolio
21,551
Q2 2025 Added 1,362.08%
$78.3B
$2.05 Million 0.09% of portfolio
37,081
Q2 2025 Added 5.23%
$123B
$1.9 Million 0.09% of portfolio
39,287
Q2 2025 Reduced 17.91%
$103B
$1.84 Million 0.08% of portfolio
31,379
Q2 2025 Added 2.65%
$173B
$1.68 Million 0.08% of portfolio
24,420
Q2 2025 Reduced 2.28%
$95B
$1.75 Million 0.08% of portfolio
35,572
Q2 2025 Reduced 23.18%
$152B
$1.75 Million 0.08% of portfolio
78,260
Q2 2025 Reduced 5.84%
$82.6B
$1.68 Million 0.08% of portfolio
15,212
Q2 2025 Reduced 7.47%
$41.4B
$1.66 Million 0.08% of portfolio
16,806
Q2 2025 Reduced 13.78%
$102B
$1.73 Million 0.08% of portfolio
12,976
Q2 2025 Added 1.0%
$24.4B
$1.7 Million 0.08% of portfolio
10,270
Q2 2025 Added 17.52%
$28B
$1.71 Million 0.08% of portfolio
10,315
Q2 2025 Added 8.97%
$118B
$1.74 Million 0.08% of portfolio
8,293
Q2 2025 Added 4.54%
$51.6B
$1.65 Million 0.08% of portfolio
6,764
Q2 2025 Reduced 0.76%
$0
$1.62 Million 0.07% of portfolio
12,599
Q2 2025 Added 0.41%
$63.4B
$1.57 Million 0.07% of portfolio
19,546
Q2 2025 Added 36.41%
$0
$1.48 Million 0.07% of portfolio
32,048
Q2 2025 Added 8.31%
$297M
$1.53 Million 0.07% of portfolio
318,404
Q2 2025 New
$88.8B
$1.62 Million 0.07% of portfolio
3,250
Q2 2025 Added 1.66%
$65.7B
$1.61 Million 0.07% of portfolio
6,276
Q2 2025 Reduced 5.04%
$5.21B
$1.48 Million 0.07% of portfolio
28,004
Q2 2025 Added 70.34%
$85.2B
$1.48 Million 0.07% of portfolio
7,976
Q2 2025 Added 0.25%
$67.2B
$1.54 Million 0.07% of portfolio
14,592
Q2 2025 Added 8.33%
$90.9B
$1.46 Million 0.07% of portfolio
10,858
Q2 2025 Added 7.12%
$77.1B
$1.64 Million 0.07% of portfolio
23,112
Q2 2025 Reduced 9.88%
$0
$1.63 Million 0.07% of portfolio
22,397
Q2 2025 Reduced 6.98%
$120B
$1.57 Million 0.07% of portfolio
18,061
Q2 2025 Reduced 8.97%
$59.1B
$1.49 Million 0.07% of portfolio
1,974
Q2 2025 Added 13.25%

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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