Wetherby Asset Management Inc Purchases in Q3 2025

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ALL
Allstate Corp

Financial Services
84
+ 0.9%
$192.0 - $214.65 $16.1K - $18K
9.43K $2.03M
VMC
Vulcan Materials CO

Basic Materials
182
+ 9.84%
$260.62 - $307.62 $47.4K - $56K
2.03K $624K
L
Loews Corp

Financial Services
392
+ 3.35%
$89.82 - $100.39 $35.2K - $39.4K
12.1K $1.21M
CX
Cemex Sab De Cv

Basic Materials
426
+ 0.64%
$7.1 - $9.55 $3.02K - $4.07K
66.5K $598K
IAU
Ishares Gold Trust

ETFs
355
+ 3.27%
$61.62 - $72.77 $21.9K - $25.8K
11.2K $815K
CB
Chubb LTD

Financial Services
706
+ 8.66%
$265.99 - $289.59 $188K - $204K
8.86K $2.5M
APA
Apa Corp

Energy
1.39K
+ 8.1%
$18.06 - $24.69 $25.2K - $34.4K
18.6K $451K
GILD
Gilead Sciences, Inc.

Healthcare
1.17K
+ 2.73%
$108.22 - $120.47 $127K - $141K
44.1K $4.9M
CYBR
Cyber Ark Software Ltd.

Technology
85
+ 6.91%
$374.8 - $491.1 $31.9K - $41.7K
1.32K $635K
TD
Toronto Dominion Bank

Financial Services
248
+ 1.4%
$72.55 - $79.95 $18K - $19.8K
17.9K $1.43M
PK
Park Hotels & Resorts Inc.

Real Estate
11.9K
New
$10.17 - $12.13 $121K - $144K
11.9K $131K
DFAS
Dimensional ETF Tr U S Small C

ETFs
355
+ 1.58%
$63.41 - $69.69 $22.5K - $24.7K
22.8K $1.56M
XLF
Financial Sector Spdr

ETFs
2.26K
+ 37.07%
$51.37 - $54.25 $116K - $122K
8.34K $449K
ARCC
Ares Capital Corp

Financial Services
7.4K
+ 53.7%
$20.41 - $23.25 $151K - $172K
21.2K $432K
SR
Spire Inc

Utilities
778
+ 10.7%
$72.83 - $81.52 $56.7K - $63.4K
8.05K $656K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.02K
+ 16.56%
$84.28 - $89.46 $86.3K - $91.6K
7.21K $641K
SE
Sea LTD

Consumer Cyclical
36
+ 0.58%
$146.23 - $196.5 $5.26K - $7.07K
6.27K $1.12M
SYY
Sysco Corp

Consumer Defensive
750
+ 8.14%
$76.33 - $82.51 $57.2K - $61.9K
9.97K $820K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
10.5K
New
$11.04 - $11.83 $116K - $124K
10.5K $122K
NMR
Nomura Holdings Inc

Financial Services
4.65K
+ 3.68%
$6.28 - $7.56 $29.2K - $35.1K
131K $951K
AEP
American Electric Power CO Inc

Utilities
292
+ 2.92%
$103.26 - $115.0 $30.2K - $33.6K
10.3K $1.16M
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.92K
+ 18.87%
$10.78 - $19.82 $20.7K - $38.1K
12.1K $236K
FDS
Factset Research Systems Inc

Financial Services
793
+ 118.89%
$283.86 - $450.3 $225K - $357K
1.46K $418K
LOGI
Logitech International S.A.

Technology
16
+ 0.27%
$89.67 - $113.08 $1.43K - $1.81K
5.95K $652K
TMUS
T Mobile Us, Inc.

Communication Services
419
+ 3.22%
$226.02 - $259.01 $94.7K - $109K
13.4K $3.22M
ACM
Aecom

Industrials
393
+ 10.93%
$111.08 - $132.99 $43.7K - $52.3K
3.99K $520K
ITUB
Itau Unibanco Holding S.A.

Financial Services
13.5K
+ 51.7%
$6.18 - $7.41 $83.7K - $100K
39.7K $291K
ENPH
Enphase Energy, Inc.

Technology
3.92K
+ 64.9%
$30.11 - $42.97 $118K - $168K
9.95K $352K
RUN
Sunrun Inc.

Technology
205
+ 1.74%
$8.99 - $18.18 $1.84K - $3.73K
12K $207K
AME
Ametek Inc

Industrials
364
+ 6.02%
$176.44 - $192.03 $64.2K - $69.9K
6.41K $1.2M
LYG
Lloyds Banking Group PLC

Financial Services
9.8K
+ 4.33%
$4.03 - $4.63 $39.5K - $45.4K
236K $1.07M
ENTG
Entegris Inc

Technology
515
+ 9.84%
$72.03 - $95.97 $37.1K - $49.4K
5.75K $531K
WST
West Pharmaceutical Services Inc

Healthcare
10
+ 0.41%
$210.08 - $279.1 $2.1K - $2.79K
2.45K $643K
WCC
Wesco International Inc

Industrials
72
+ 2.06%
$189.22 - $227.19 $13.6K - $16.4K
3.57K $754K
FITB
Fifth Third Bancorp

Financial Services
855
+ 4.25%
$40.91 - $46.28 $35K - $39.6K
21K $934K
HAL
Halliburton CO

Energy
1.37K
+ 7.8%
$20.5 - $25.11 $28K - $34.3K
18.9K $464K
NVR
Nvr Inc

Consumer Cyclical
2
+ 1.46%
$7301.0 - $8543.0 $14.6K - $17.1K
139 $1.12M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
12K
+ 32.44%
$7.98 - $8.29 $95.8K - $99.5K
49K $401K
MET
Metlife Inc

Financial Services
809
+ 4.14%
$73.82 - $82.37 $59.7K - $66.6K
20.4K $1.68M
BDX
Becton Dickinson & CO

Healthcare
201
+ 4.42%
$172.41 - $199.66 $34.7K - $40.1K
4.75K $888K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
15
+ 0.06%
$87.05 - $93.19 $1.31K - $1.4K
27.1K $2.52M
OC
Owens Corning

Industrials
482
+ 5.31%
$136.56 - $157.69 $65.8K - $76K
9.57K $1.35M
RF
Regions Financial Corp

Financial Services
899
+ 3.21%
$24.03 - $27.41 $21.6K - $24.6K
28.9K $762K
IBM
International Business Machines Corp

Technology
1.2K
+ 6.47%
$234.77 - $292.47 $281K - $351K
19.7K $5.57M
IQV
Iqvia Holdings Inc.

Healthcare
252
+ 15.08%
$157.68 - $200.82 $39.7K - $50.6K
1.92K $365K
PNR
Pentair PLC

Industrials
136
+ 1.28%
$100.62 - $112.59 $13.7K - $15.3K
10.7K $1.19M
EBR
Brazilian Electric Power CO

Utilities
10.2K
New
$6.75 - $9.92 $68.9K - $101K
10.2K $101K
AYI
Acuity Brands Inc

Industrials
86
+ 5.7%
$287.07 - $344.52 $24.7K - $29.6K
1.6K $549K
UAL
United Airlines Holdings, Inc.

Industrials
502
+ 16.84%
$80.05 - $109.36 $40.2K - $54.9K
3.48K $336K
Activity Summary
Buys All Purchases 524 New Holdings 43 Increased Positions 481 Sells All Sells 315 Reductions 315 Sold out 0 Options Calls 0 Puts 0
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