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
$65.6B
$1.52 Million 0.07% of portfolio
4,839
Q2 2025 Reduced 5.43%
$0
$1.62 Million 0.07% of portfolio
21,850
Q1 2024 Reduced 12.6%
$21.4B
$1.6 Million 0.07% of portfolio
39,647
Q2 2025 Added 13.25%
$48.4B
$1.59 Million 0.07% of portfolio
9,127
Q2 2025 Reduced 3.95%
$17.8B
$1.63 Million 0.07% of portfolio
47,069
Q2 2025 Reduced 3.12%
$34.4B
$1.54 Million 0.07% of portfolio
6,321
Q2 2025 Added 192.1%
$76.4B
$1.52 Million 0.07% of portfolio
20,479
Q2 2025 Reduced 2.55%
$101B
$1.62 Million 0.07% of portfolio
10,846
Q2 2025 Reduced 2.25%
$53.1B
$1.59 Million 0.07% of portfolio
6,449
Q2 2025 Added 10.48%
$88.8B
$1.43 Million 0.07% of portfolio
9,403
Q2 2025 Reduced 7.95%
$0
$1.43 Million 0.07% of portfolio
22,444
Q2 2025 Added 25.36%
$96.3B
$1.52 Million 0.07% of portfolio
5,520
Q2 2025 Added 4.51%
$0
$1.45 Million 0.07% of portfolio
10,911
Q2 2025 Added 1.31%
$138B
$1.58 Million 0.07% of portfolio
32,754
Q2 2025 Reduced 18.97%
$32.7B
$1.48 Million 0.07% of portfolio
31,651
Q2 2025 Reduced 4.26%
$119B
$1.54 Million 0.07% of portfolio
4,761
Q2 2025 Added 0.27%
$15B
$1.6 Million 0.07% of portfolio
22,201
Q2 2025 Reduced 43.05%
$53.4B
$1.58 Million 0.07% of portfolio
5,596
Q2 2025 Reduced 10.69%
$112B
$1.49 Million 0.07% of portfolio
16,627
Q2 2025 Reduced 16.84%
$41.9B
$1.43 Million 0.07% of portfolio
19,282
Q2 2025 Added 5.47%
$0
$1.23 Million 0.06% of portfolio
5,186
Q2 2025 Added 2.49%
$38.2B
$1.25 Million 0.06% of portfolio
64,054
Q2 2025 Reduced 1.98%
$0
$1.31 Million 0.06% of portfolio
5,162
Q2 2025 Reduced 0.21%
$67.3B
$1.33 Million 0.06% of portfolio
2,530
Q2 2025 Added 8.77%
$880M
$1.4 Million 0.06% of portfolio
24,850
Q2 2025 Reduced 1.52%
$32B
$1.33 Million 0.06% of portfolio
8,137
Q2 2025 Added 11.54%
$101B
$1.39 Million 0.06% of portfolio
15,095
Q2 2025 Reduced 4.1%
$64.9B
$1.26 Million 0.06% of portfolio
12,158
Q2 2025 Reduced 7.5%
$0
$1.33 Million 0.06% of portfolio
9,831
Q2 2025 Reduced 1.43%
$23.7B
$1.4 Million 0.06% of portfolio
33,426
Q2 2025 Added 115.64%
$56.3B
$1.38 Million 0.06% of portfolio
10,820
Q2 2025 Reduced 1.71%
$119B
$1.25 Million 0.06% of portfolio
26,374
Q2 2025 Added 9.78%
$36B
$1.38 Million 0.06% of portfolio
20,700
Q2 2025 Added 0.16%
$20.5B
$1.42 Million 0.06% of portfolio
24,368
Q2 2025 Added 4.25%
$62.6B
$1.29 Million 0.06% of portfolio
22,062
Q2 2025 Added 2.77%
$68.9B
$1.36 Million 0.06% of portfolio
21,640
Q2 2025 Added 1.28%
$73.1B
$1.25 Million 0.06% of portfolio
42,561
Q2 2025 Added 2.48%
$19.4B
$1.22 Million 0.06% of portfolio
68,109
Q2 2025 Added 8.58%
$39.5B
$1.4 Million 0.06% of portfolio
8,706
Q2 2025 Added 8.26%
$0
$1.36 Million 0.06% of portfolio
19,631
Q2 2025 Added 0.23%
$26.8B
$1.38 Million 0.06% of portfolio
56,419
Q2 2025 Reduced 22.27%
$81.4B
$1.34 Million 0.06% of portfolio
10,014
Q2 2025 Added 8.06%
$11.5B
$1.25 Million 0.06% of portfolio
9,085
Q2 2025 Reduced 1.47%
$85.4B
$1.25 Million 0.06% of portfolio
8,139
Q2 2025 Added 21.73%
$0
$1.26 Million 0.06% of portfolio
24,670
Q2 2025 Reduced 1.58%
$46B
$1.26 Million 0.06% of portfolio
32,801
Q2 2025 Added 5.87%
$115B
$1.26 Million 0.06% of portfolio
2,468
Q2 2025 Reduced 5.22%
$65.3B
$1.37 Million 0.06% of portfolio
11,513
Q2 2025 Added 0.74%
$54B
$1.34 Million 0.06% of portfolio
16,856
Q2 2025 Reduced 8.38%

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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