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
IQLT
Ishares Msci Intl Quality Fact

ETFs
-47
- 0.5%
$41.43 - $44.2 $1.95K - $2.08K
9.34K $412K
HPQ
Hp Inc

Technology
-5.38K
- 9.54%
$24.45 - $29.35 $132K - $158K
51K $1.39M
VONV
Vanguard Russell 1000 Value Et

ETFs
-83
- 2.12%
$84.55 - $89.54 $7.02K - $7.43K
3.83K $342K
LVHD
Franklin U.S. Low Volatility H

ETFs
-300
- 1.91%
$39.89 - $41.55 $12K - $12.5K
15.4K $636K
WWD
Woodward, Inc.

Industrials
-1
- 0.08%
$237.33 - $266.1 $237 - $266
1.3K $329K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-31
- 0.91%
$64.58 - $69.94 $2K - $2.17K
3.36K $233K
BIIB
Biogen Inc.

Healthcare
-352
- 8.41%
$122.68 - $148.84 $43.2K - $52.4K
3.83K $536K
CNP
Centerpoint Energy Inc

Utilities
-91
- 1.22%
$35.77 - $39.16 $3.26K - $3.56K
7.34K $284K
VEEV
Veeva Systems Inc

Healthcare
-42
- 1.68%
$269.2 - $297.91 $11.3K - $12.5K
2.45K $730K
TROW
Price T Rowe Group Inc

Financial Services
-40
- 1.46%
$98.67 - $111.52 $3.95K - $4.46K
2.71K $277K
THG
Hanover Insurance Group, Inc.

Financial Services
-4
- 0.32%
$162.08 - $182.1 $648 - $728
1.26K $228K
BBD
Bank Bradesco

Financial Services
-1.26K
- 1.91%
$2.75 - $3.39 $3.47K - $4.27K
64.6K $218K
OMC
Omnicom Group Inc.

Communication Services
-2.43K
- 10.93%
$70.41 - $81.53 $171K - $198K
19.8K $1.61M
ZION
Zions Bancorporation, National Association

Financial Services
-67
- 1.67%
$51.2 - $59.15 $3.43K - $3.96K
3.95K $223K
NXPI
Nxp Semiconductors N.V.

Technology
-28
- 1.21%
$205.16 - $239.07 $5.74K - $6.69K
2.28K $518K
VONG
Vanguard Russell 1000 Growth E

ETFs
-32
- 1.61%
$108.08 - $121.73 $3.46K - $3.9K
1.96K $235K
TECH
Bio Techne Corp

Healthcare
-107
- 1.84%
$49.87 - $58.78 $5.34K - $6.29K
5.7K $316K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-1.57K
- 8.64%
$24.02 - $27.91 $37.8K - $43.9K
16.6K $464K
RLX
Rlx Technology Inc.

Consumer Defensive
-435
- 0.87%
$2.13 - $2.73 $927 - $1.19K
49.5K $130K
PFG
Principal Financial Group Inc

Financial Services
-62
- 0.88%
$75.53 - $82.95 $4.68K - $5.14K
7.01K $581K
BBY
Best Buy CO Inc

Consumer Cyclical
-474
- 7.07%
$64.12 - $78.46 $30.4K - $37.2K
6.23K $471K
F
Ford Motor CO

Consumer Cyclical
-2.89K
- 5.83%
$10.82 - $12.09 $31.2K - $34.9K
46.7K $558K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-109
- 1.79%
$59.28 - $71.9 $6.46K - $7.84K
5.97K $394K
AIZ
Assurant, Inc.

Financial Services
-173
- 5.6%
$184.56 - $218.69 $31.9K - $37.8K
2.92K $632K
VBR
Vanguard Small Cap Value ETF

ETFs
-12
- 0.66%
$195.41 - $212.37 $2.34K - $2.55K
1.81K $377K
EXPD
Expeditors International Of Washington Inc

Industrials
-148
- 2.98%
$111.37 - $124.95 $16.5K - $18.5K
4.83K $591K
SU
Suncor Energy Inc

Energy
-1.56K
- 7.39%
$37.83 - $43.02 $58.8K - $66.9K
19.5K $814K
MCD
Mcdonalds Corp

Consumer Cyclical
-686
- 3.41%
$291.67 - $316.99 $200K - $217K
19.4K $5.9M
JD
Jd.Com, Inc.

Consumer Cyclical
-949
- 3.71%
$30.39 - $35.64 $28.8K - $33.8K
24.6K $861K
SNN
Smith & Nephew PLC

Healthcare
-359
- 4.93%
$29.33 - $38.7 $10.5K - $13.9K
6.93K $251K
YUM
Yum Brands Inc

Consumer Cyclical
-2
- 0.03%
$139.5 - $153.94 $279 - $308
7.33K $1.11M
WPC
W. P. Carey Inc.

Real Estate
-52
- 0.84%
$61.29 - $68.7 $3.19K - $3.57K
6.14K $414K
TRP
Tc Energy Corp

Energy
-505
- 5.07%
$46.58 - $54.41 $23.5K - $27.5K
9.45K $514K
CIG
Energy CO Of Minas Gerais

Utilities
-815
- 0.39%
$1.81 - $2.13 $1.48K - $1.74K
208K $438K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-17
- 1.69%
$284.45 - $324.95 $4.84K - $5.52K
991 $317K
BXP
Boston Properties Inc

Real Estate
-540
- 5.24%
$62.11 - $78.93 $33.5K - $42.6K
9.76K $725K
ADI
Analog Devices Inc

Technology
-344
- 2.29%
$220.68 - $255.63 $75.9K - $87.9K
14.6K $3.6M
MEOH
Methanex Corp

Basic Materials
-413
- 5.69%
$32.46 - $39.93 $13.4K - $16.5K
6.85K $272K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-162
- 1.88%
$114.67 - $124.98 $18.6K - $20.2K
8.46K $1.03M
LNC
Lincoln National Corp

Financial Services
-64
- 1.09%
$33.37 - $43.29 $2.14K - $2.77K
5.83K $235K
DY
Dycom Industries Inc

Industrials
-42
- 4.31%
$244.32 - $294.01 $10.3K - $12.3K
932 $271K
VALE
Vale S.A.

Basic Materials
-1.25K
- 3.05%
$9.53 - $10.95 $11.9K - $13.7K
39.7K $430K
DTE
Dte Energy CO

Utilities
-51
- 1.15%
$130.26 - $141.49 $6.64K - $7.22K
4.38K $619K
WEC
Wec Energy Group, Inc.

Utilities
-127
- 2.65%
$103.66 - $114.59 $13.2K - $14.6K
4.67K $535K
HMY
Harmony Gold Mining CO LTD

Basic Materials
-225
- 2.11%
$12.61 - $18.25 $2.84K - $4.11K
10.4K $189K
JLL
Jones Lang Lasalle Inc

Real Estate
-36
- 2.91%
$248.95 - $319.66 $8.96K - $11.5K
1.2K $358K
RIO
Rio Tinto PLC

Basic Materials
-1.53K
- 8.02%
$57.66 - $66.01 $88.5K - $101K
17.6K $1.16M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-248
- 3.42%
$35.21 - $46.94 $8.73K - $11.6K
7K $300K
DUK
Duke Energy Corp

Utilities
-44
- 0.48%
$116.31 - $125.93 $5.12K - $5.54K
9.09K $1.12M
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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