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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.65 Million 0.07% of portfolio
133,672
Q3 2025 Added 59.76%
$0
$742,000 0.03% of portfolio
17,220
Q3 2025 Added 100.0%
$0
$401,000 0.02% of portfolio
48,995
Q3 2025 Added 32.44%
$0
$379,000 0.02% of portfolio
26,302
Q2 2025 Added 109.85%
$0
$395,000 0.02% of portfolio
31,735
Q3 2025 Added 0.54%
$0
$393,000 0.02% of portfolio
15,663
Q2 2025 New
$0
$432,000 0.02% of portfolio
77,010
Q2 2025 Added 101.58%
$0
$432,000 0.02% of portfolio
21,179
Q3 2025 Added 53.7%
$0
$210,000 0.01% of portfolio
12,200
Q3 2025 Added 1.67%
$0
$191,000 0.01% of portfolio
20,278
Q1 2024 New
$0
$167,000 0.01% of portfolio
15,125
Q1 2024 New
$0
$189,000 0.01% of portfolio
20,853
Q1 2024 New
$0
$169,000 0.01% of portfolio
12,996
Q3 2025 Reduced 53.37%
$0
$166,000 0.01% of portfolio
13,892
Q1 2024 New
$0
$152,000 0.01% of portfolio
12,500
Q2 2021 New
$0
$167,000 0.01% of portfolio
11,400
Q1 2024 New
$0
$187,000 0.01% of portfolio
31,678
Q1 2024 Added 126.47%
$0
$183,000 0.01% of portfolio
21,077
Q1 2024 New
$0
$182,000 0.01% of portfolio
11,792
Q3 2025 Reduced 48.3%
$0
$245,000 0.01% of portfolio
20,000
Q2 2025 Reduced 21.83%
$0
$158,000 0.01% of portfolio
19,382
Q2 2025 Reduced 30.02%
$0
$122,000 0.01% of portfolio
10,500
Q3 2025 New
$0
$172,000 0.01% of portfolio
21,329
Q3 2025 Reduced 51.36%
$0
$200,000 0.01% of portfolio
8,389
Q4 2024 New
$0
$175,000 0.01% of portfolio
11,232
Q3 2025 Reduced 52.39%
$0
$164,000 0.01% of portfolio
12,996
Q1 2024 New
$0
$216,000 0.01% of portfolio
10,000
Q2 2021 New
$0
$190,000 0.01% of portfolio
11,798
Q2 2024 Added 1.97%
$0
$263,000 0.01% of portfolio
11,514
Q2 2025 New
$0
$203,000 0.01% of portfolio
4,540
Q3 2025 Reduced 45.64%
$0
$186,000 0.01% of portfolio
14,453
Q1 2024 New
$0
$172,000 0.01% of portfolio
17,246
Q2 2023 Added 1.22%

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
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email