Wetherby Asset Management Inc Sells in Q3 2025

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-1.48K
- 13.06%
$57.1 - $70.52 $84.6K - $104K
9.86K $587K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.28K
- 15.79%
$108.46 - $120.63 $355K - $395K
17.5K $2.08M
KR
Kroger CO

Consumer Defensive
-622
- 1.93%
$64.52 - $74.35 $40.1K - $46.2K
31.5K $2.13M
GDDY
Go Daddy Inc.

Technology
-602
- 27.46%
$133.35 - $178.59 $80.3K - $108K
1.59K $217K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-14.9K
- 53.37%
$12.46 - $13.22 $185K - $197K
13K $169K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-7
- 0.07%
$196.15 - $217.83 $1.37K - $1.52K
10.1K $2.04M
PEN
Penumbra Inc

Healthcare
-343
- 1.33%
$227.15 - $287.09 $77.9K - $98.5K
25.5K $6.47M
SCD
Lmp Capital & Income Fund Inc.

Financial Services
-11K
- 48.3%
$15.02 - $15.97 $165K - $176K
11.8K $182K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-360
- 1.76%
$65.64 - $78.22 $23.6K - $28.2K
20.1K $1.35M
EQIX
Equinix Inc

Real Estate
-175
- 6.59%
$756.7 - $811.13 $132K - $142K
2.48K $1.94M
VIG
Vanguard Dividend Appreciation

ETFs
-928
- 4.55%
N/A
19.5K $3.55M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-7.16K
- 9.72%
$60.01 - $65.01 $430K - $466K
66.5K $4.33M
SBAC
Sba Communications Corp

Real Estate
-130
- 3.84%
$191.35 - $239.35 $24.9K - $31.1K
3.25K $628K
FIVN
Five9, Inc.

Technology
-173
- 0.24%
$24.05 - $29.16 $4.16K - $5.04K
70.5K $1.71M
DEO
Diageo PLC

Consumer Defensive
-1.32K
- 18.91%
$93.64 - $115.33 $123K - $152K
5.65K $538K
FIS
Fidelity National Information Services, Inc.

Technology
-458
- 5.37%
$63.37 - $82.35 $29K - $37.7K
8.08K $532K
OKTA
Okta, Inc.

Technology
-759
- 6.86%
$88.51 - $101.1 $67.2K - $76.7K
10.3K $945K
GIB
Cgi Inc

Technology
-748
- 12.55%
$88.14 - $106.19 $65.9K - $79.4K
5.21K $464K
SLF
Sun Life Financial Inc

Financial Services
-441
- 2.13%
$56.54 - $66.41 $24.9K - $29.3K
20.3K $1.22M
FISV
Fiserv Inc

Technology
-1.26K
- 8.38%
N/A
13.8K $1.73M
OKE
Oneok Inc

Energy
-586
- 4.45%
$71.36 - $83.47 $41.8K - $48.9K
12.6K $919K
EQT
Eqt Corp

Energy
-1.09K
- 4.49%
$49.19 - $59.19 $53.8K - $64.7K
23.3K $1.27M
FMC
Fmc Corp

Basic Materials
-1.96K
- 20.88%
$33.15 - $44.45 $64.8K - $86.9K
7.41K $249K
FCX
Freeport Mcmoran Inc

Basic Materials
-782
- 2.9%
$35.34 - $47.21 $27.6K - $36.9K
26.2K $1.03M
AON
Aon PLC

Financial Services
-390
- 6.52%
$350.91 - $375.27 $137K - $146K
5.59K $1.99M
ZTS
Zoetis Inc.

Healthcare
-435
- 5.72%
$141.13 - $159.19 $61.4K - $69.2K
7.16K $1.05M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-6.79K
- 15.14%
$13.6 - $15.52 $92.4K - $105K
38.1K $557K
TTE
Total Energies Se

Energy
-1.95K
- 7.98%
N/A
22.5K $1.54M
CHD
Church & Dwight CO Inc

Consumer Defensive
-480
- 4.62%
$85.84 - $99.09 $41.2K - $47.6K
9.91K $867K
CTSH
Cognizant Technology Solutions Corp

Technology
-445
- 4.88%
$66.67 - $80.98 $29.7K - $36K
8.68K $582K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-236
- 5.41%
$138.59 - $171.12 $32.7K - $40.4K
4.12K $580K
CDW
Cdw Corp

Technology
-237
- 5.4%
$156.97 - $182.84 $37.2K - $43.3K
4.15K $660K
NICE
Nice Ltd.

Technology
-372
- 13.88%
$127.85 - $171.98 $47.6K - $64K
2.31K $334K
APD
Air Products & Chemicals, Inc.

Basic Materials
-240
- 4.29%
$265.78 - $299.3 $63.8K - $71.8K
5.36K $1.46M
MCHP
Microchip Technology Inc

Technology
-1.13K
- 15.56%
$60.95 - $75.26 $68.9K - $85.1K
6.14K $394K
T
At&T Inc.

Communication Services
-885
- 0.68%
$26.94 - $29.62 $23.8K - $26.2K
129K $3.65M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-927
- 11.96%
$48.34 - $67.22 $44.8K - $62.3K
6.83K $334K
TWLO
Twilio Inc

Communication Services
-233
- 6.36%
$92.44 - $132.7 $21.5K - $30.9K
3.43K $343K
WAT
Waters Corp

Healthcare
-98
- 6.15%
$277.72 - $357.04 $27.2K - $35K
1.5K $448K
OTIS
Otis Worldwide Corp

Industrials
-709
- 13.37%
$84.93 - $101.07 $60.2K - $71.7K
4.59K $419K
BMY
Bristol Myers Squibb CO

Healthcare
-1.2K
- 2.85%
$43.31 - $48.98 $52.1K - $58.9K
41K $1.85M
CNQ
Canadian Natural Resources LTD

Energy
-3.71K
- 14.69%
$29.31 - $32.93 $109K - $122K
21.5K $688K
VOD
Vodafone Group Public LTD CO

Communication Services
-12.5K
- 28.27%
$10.67 - $12.06 $134K - $151K
31.8K $368K
TECK
Teck Resources LTD

Basic Materials
-5.5K
- 13.87%
$31.27 - $44.1 $172K - $243K
34.1K $1.5M
AVB
Avalonbay Communities Inc

Real Estate
-331
- 10.05%
$182.72 - $204.51 $60.5K - $67.7K
2.96K $572K
INDA
Ishares Msci India Index Fund

ETFs
-961
- 7.4%
$51.98 - $55.84 $50K - $53.7K
12K $625K
PRU
Prudential Financial Inc

Financial Services
-600
- 7.91%
$100.68 - $109.89 $60.4K - $65.9K
6.99K $725K
DOV
Dover Corp

Industrials
-194
- 5.65%
$165.59 - $190.9 $32.1K - $37K
3.24K $540K
LKQ
Lkq Corp

Consumer Cyclical
-244
- 1.95%
$29.24 - $39.21 $7.13K - $9.57K
12.2K $373K
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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