Wetherby Asset Management Inc Portfolio Holdings

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025

Wetherby Asset Management Inc has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.38 Billion distributed in 1183 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $162M, Nvidia Corp with a value of $131M, Microsoft Corp with a value of $128M, Vanguard Total Stock Market Et with a value of $104M, and Amazon Com Inc with a value of $71.3M.

Examining the 13F form we can see an increase of $191M in the current position value, from $2.19B to 2.38B.

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 $2.38 Billion
Technology: $705 Million
ETFs: $449 Million
Financial Services: $273 Million
Consumer Cyclical: $200 Million
Communication Services: $199 Million
Healthcare: $170 Million
Industrials: $137 Million
Consumer Defensive: $77.6 Million
Other: $169 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$162 Million 6.82% of portfolio
637,536
Q3 2025 Reduced 2.41%
$465B
$131 Million 5.5% of portfolio
702,070
Q3 2025 Added 1.14%
$3.78T
$128 Million 5.39% of portfolio
247,697
Q3 2025 Added 5.55%
$0
$104 Million 4.36% of portfolio
316,036
Q3 2025 Reduced 0.21%
$2.39T
$71.3 Million 2.99% of portfolio
324,617
Q3 2025 Added 0.49%
$1.65T
$56 Million 2.35% of portfolio
230,156
Q3 2025 Added 0.04%
$1.37T
$47.8 Million 2.01% of portfolio
65,031
Q3 2025 Added 0.78%
$0
$43.6 Million 1.83% of portfolio
728,234
Q3 2025 Added 0.45%
$0
$42.6 Million 1.79% of portfolio
63,926
Q3 2025 Added 4.79%
$139B
$31.4 Million 1.32% of portfolio
95,236
Q3 2025 Added 4.78%
$881B
$30 Million 1.26% of portfolio
95,143
Q3 2025 Added 0.61%
$1.46T
$29.8 Million 1.25% of portfolio
106,819
Q3 2025 Added 0.44%
$0
$27.5 Million 1.16% of portfolio
199,679
Q3 2025 Reduced 0.35%
$49.1B
$27.1 Million 1.14% of portfolio
22,628
Q3 2025 Added 1.26%
$1.29T
$24.5 Million 1.03% of portfolio
55,128
Q3 2025 Added 3.39%
$1.74T
$22.5 Million 0.94% of portfolio
92,184
Q3 2025 Added 6.25%
$533B
$19.3 Million 0.81% of portfolio
56,616
Q3 2025 Added 2.98%
$593B
$16.4 Million 0.69% of portfolio
58,387
Q3 2025 Added 3.5%
$6.92B
$16.1 Million 0.68% of portfolio
280,817
Q3 2025 Reduced 0.06%
$522B
$15.7 Million 0.66% of portfolio
84,722
Q3 2025 Reduced 1.65%
$512B
$15.5 Million 0.65% of portfolio
27,323
Q3 2025 Reduced 0.13%
$0
$13.5 Million 0.57% of portfolio
112,123
Q1 2024 Reduced 4.05%
$0
$12.8 Million 0.54% of portfolio
20,982
Q3 2025 Added 3.73%
$367B
$13 Million 0.54% of portfolio
32,013
Q3 2025 Reduced 0.67%
$404B
$12 Million 0.5% of portfolio
12,932
Q3 2025 Added 0.09%
$279B
$11.9 Million 0.5% of portfolio
115,548
Q3 2025 Added 0.67%
$0
$11.8 Million 0.49% of portfolio
57,033
Q3 2025 Added 4.31%
$414B
$10.4 Million 0.44% of portfolio
44,878
Q3 2025 Added 0.45%
$405B
$10.6 Million 0.44% of portfolio
10,937
Q3 2025 Reduced 0.52%
$0
$10.2 Million 0.43% of portfolio
188,261
Q3 2025 Added 0.98%
$265B
$9.65 Million 0.41% of portfolio
12,118
Q3 2025 Added 0.96%
$0
$9.85 Million 0.41% of portfolio
161,172
Q3 2025 Added 15.17%
$413B
$9.27 Million 0.39% of portfolio
179,777
Q3 2025 Added 0.71%
$0
$8.81 Million 0.37% of portfolio
24,105
Q3 2025 Added 11.9%
$228B
$8.79 Million 0.37% of portfolio
65,624
Q3 2025 Added 6.9%
$255B
$7.94 Million 0.33% of portfolio
23,919
Q3 2025 Added 1.64%
$490B
$7.8 Million 0.33% of portfolio
69,207
Q3 2025 Added 3.1%
$319B
$7.88 Million 0.33% of portfolio
115,155
Q3 2025 Added 1.49%
$0
$7.67 Million 0.32% of portfolio
103,160
Q3 2025 Added 1.17%
$300B
$7.52 Million 0.32% of portfolio
21,774
Q3 2025 Added 3.57%
$0
$7.48 Million 0.31% of portfolio
19,729
Q3 2025 Reduced 6.2%
$346B
$7.36 Million 0.31% of portfolio
47,896
Q3 2025 Reduced 5.12%
$388B
$7.16 Million 0.3% of portfolio
44,242
Q3 2025 Reduced 0.33%
$237B
$7.13 Million 0.3% of portfolio
30,066
Q3 2025 Added 4.23%
$159B
$7.09 Million 0.3% of portfolio
14,574
Q3 2025 Reduced 0.04%
$235B
$6.84 Million 0.29% of portfolio
81,536
Q3 2025 Reduced 1.78%
$36B
$6.66 Million 0.28% of portfolio
231,377
Q3 2025 Reduced 1.29%
$182B
$6.77 Million 0.28% of portfolio
9,915
Q3 2025 Added 0.72%
$279B
$6.66 Million 0.28% of portfolio
24,931
Q3 2025 Reduced 1.17%

Summary

  • Portfolio
  • No. of Stocks 1,183
  • Current Value $2.38 Billion
  • Prior Value $2.19 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 43 stocks
  • Additional Purchases 481 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 315 stocks
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