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
$83.7B
$1.36 Million 0.06% of portfolio
73,193
Q2 2025 Added 3.59%
$146B
$1.3 Million 0.06% of portfolio
17,662
Q2 2025 Added 34.9%
$0
$1.24 Million 0.06% of portfolio
1,873
Q2 2025 Added 5.94%
$45.5B
$1.09 Million 0.05% of portfolio
6,043
Q2 2025 Reduced 7.07%
$38.4B
$1.04 Million 0.05% of portfolio
5,611
Q2 2025 Added 12.04%
$32.2B
$1.08 Million 0.05% of portfolio
79,776
Q2 2025 Reduced 8.39%
$42.6B
$1.09 Million 0.05% of portfolio
7,331
Q2 2025 Reduced 2.01%
$52.9B
$997,000 0.05% of portfolio
3,117
Q2 2025 Added 6.38%
$0
$1.06 Million 0.05% of portfolio
83,672
Q2 2025 Added 20.81%
$56.3B
$1.17 Million 0.05% of portfolio
26,952
Q2 2025 Reduced 0.06%
$21.7B
$993,000 0.05% of portfolio
8,617
Q2 2025 Reduced 2.92%
$94.3B
$1.13 Million 0.05% of portfolio
3,880
Q2 2025 Added 19.09%
$0
$1.12 Million 0.05% of portfolio
12,208
Q2 2025 Added 0.24%
$121B
$1.04 Million 0.05% of portfolio
67,453
Q2 2025 Added 19.08%
$42B
$1.07 Million 0.05% of portfolio
4,395
Q2 2025 Added 5.95%
$58B
$1.06 Million 0.05% of portfolio
24,586
Q2 2025 Added 12.33%
$30B
$1.05 Million 0.05% of portfolio
10,271
Q2 2025 Added 11.28%
$5.44B
$1.04 Million 0.05% of portfolio
6,742
Q2 2025 Added 0.07%
$178B
$1.18 Million 0.05% of portfolio
3,370
Q2 2025 Reduced 4.94%
$61.8B
$1.04 Million 0.05% of portfolio
10,006
Q2 2025 Added 6.14%
$0
$1.13 Million 0.05% of portfolio
2,558
Q2 2025 Reduced 1.16%
$0
$1.14 Million 0.05% of portfolio
7,605
Q4 2022 Reduced 0.31%
$59.8B
$1 Million 0.05% of portfolio
6,225
Q2 2025 Reduced 7.23%
$3.86B
$1.03 Million 0.05% of portfolio
34,152
Q2 2025 Added 100.41%
$65.5B
$1.07 Million 0.05% of portfolio
4,689
Q2 2025 Reduced 7.66%
$47.6B
$1.11 Million 0.05% of portfolio
1,962
Q2 2025 Added 5.26%
$38.2B
$1.09 Million 0.05% of portfolio
209,983
Q2 2025 Added 17.58%
$39B
$1.07 Million 0.05% of portfolio
1,942
Q2 2025 Added 32.11%
$299M
$1.2 Million 0.05% of portfolio
722,489
Q2 2025 Added 577.9%
$110B
$1.12 Million 0.05% of portfolio
19,117
Q2 2025 Reduced 18.37%
$33.7B
$1.05 Million 0.05% of portfolio
11,016
Q2 2025 Reduced 2.51%
$21.3B
$1 Million 0.05% of portfolio
31,477
Q2 2025 Reduced 0.5%
$24.6B
$1.17 Million 0.05% of portfolio
10,980
Q2 2025 Reduced 7.11%
$21B
$1.02 Million 0.05% of portfolio
2,262
Q2 2025 Added 8.02%
$169B
$1.11 Million 0.05% of portfolio
10,600
Q2 2025 Added 2.96%
$10.2B
$1.01 Million 0.05% of portfolio
20,575
Q2 2025 Added 15.86%
$84.4B
$1.19 Million 0.05% of portfolio
213,671
Q2 2025 Added 3.07%
$72.1B
$1.05 Million 0.05% of portfolio
19,995
Q2 2025 Reduced 5.83%
$9.86B
$1.07 Million 0.05% of portfolio
71,556
Q2 2025 Added 10.32%
$22.1B
$1.18 Million 0.05% of portfolio
5,393
Q2 2025 Reduced 25.62%
$95.3B
$1.08 Million 0.05% of portfolio
9,129
Q2 2025 Added 7.02%
$17.6B
$1.09 Million 0.05% of portfolio
10,601
Q2 2025 Reduced 1.32%
$21B
$998,000 0.05% of portfolio
10,385
Q2 2025 Reduced 11.51%
$58.3B
$1.19 Million 0.05% of portfolio
7,599
Q2 2025 Reduced 18.74%
$13.2B
$1.11 Million 0.05% of portfolio
11,065
Q2 2025 Added 6.63%
$24.8B
$1.14 Million 0.05% of portfolio
47,721
Q2 2025 Added 5.39%
$23B
$1.01 Million 0.05% of portfolio
137
Q2 2025 Added 407.41%
$28.7B
$1.08 Million 0.05% of portfolio
13,183
Q2 2025 Reduced 1.32%
$18.7B
$1.16 Million 0.05% of portfolio
5,197
Q2 2025 Reduced 2.04%

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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