Wetherby Asset Management Inc ETFs

Wetherby Asset Management Inc

$2.38 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
HEFA Ishares Currency Hedged Msci E	$0	$310,000 0.01% of portfolio	7,828	Q3 2025 Added 0.64%
DFIV Dimensional ETF Tr	$0	$297,000 0.01% of portfolio	6,443	Q1 2023 New
KWEB Kraneshares Tr Csi China Inter	$0	$294,000 0.01% of portfolio	7,000	Q3 2025 New
GBTC Grayscale Bitcoin Trust (Btc)	$51.1B	$288,000 0.01% of portfolio	3,210	Q4 2024 New
TLH Ishares Barclays 10 20 Yr Trea	$0	$286,000 0.01% of portfolio	2,785	Q3 2025 Reduced 0.85%
EMXC Ishares Inc Msci Emerging Mkts	$0	$284,000 0.01% of portfolio	4,211	Q2 2025 New
XSVM Invesco S&P Smallcap Value Wit	$0	$282,000 0.01% of portfolio	5,000	Q2 2024 New
CWI Spdr Ser Tr Spdr Msci Acwi Ex	$0	$278,000 0.01% of portfolio	7,979	Q2 2025 Added 8.5%
BSV Vanguard Bd Index Fd Inc Short	$0	$278,000 0.01% of portfolio	3,528	Q2 2025 Reduced 73.1%

GLTR Abrdn Precious Metals Basket ETF Trust	$2.1B	$270,000 0.01% of portfolio	1,636	Q3 2025 Added 1.68%
VOOG Vanguard S&P 500 Growth ETF	$0	$266,000 0.01% of portfolio	611	Q2 2024 New
EINC Vaneck ETF Tr Vaneck Energy In	$0	$264,000 0.01% of portfolio	2,666	Q3 2025 New
VGIT Vanguard Intermediate Term Tre	$0	$263,000 0.01% of portfolio	4,388	Q3 2025 Added 0.64%
SCHA Schwab Strategic Tr Us Small C	$0	$243,000 0.01% of portfolio	8,713	Q2 2025 Reduced 18.3%
VOE Vanguard Mid Cap Value Index F	$0	$239,000 0.01% of portfolio	1,371	Q2 2025 Reduced 12.73%
IGSB Ishares Trust Ishares 1 5 Year	$0	$239,000 0.01% of portfolio	4,508	Q3 2022 Added 10.49%
VONG Vanguard Russell 1000 Growth E	$0	$235,000 0.01% of portfolio	1,956	Q3 2025 Reduced 1.61%
VSGX Vanguard World Fd Esg Intl Stk	$0	$233,000 0.01% of portfolio	3,361	Q3 2025 Reduced 0.91%

SCHX Schwab Strategic Tr Us Large C	$0	$233,000 0.01% of portfolio	8,855	Q3 2025 Added 1.44%
VDC Vanguard Consumer Staples ETF	$0	$231,000 0.01% of portfolio	1,081	Q3 2025 New
PTLC Pacer Fds Tr Trendpilot Us Lar	$0	$228,000 0.01% of portfolio	4,168	Q2 2024 New
FDN First Tr Fd Dow Jones	$0	$225,000 0.01% of portfolio	805	Q2 2025 New
EFG Msci Eafe Growth ETF	$0	$220,000 0.01% of portfolio	1,934	Q2 2025 Reduced 10.83%
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$208,000 0.01% of portfolio	2,066	Q3 2025 Added 0.54%
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$203,000 0.01% of portfolio	3,531	Q3 2025 New
WINN Harbor ETF Tr Harbor Long Term	$0	$188,000 0.01% of portfolio	7,402	Q2 2025 Added 0.49%
GUG Guggenheim Active Allocation Fund	$0	$175,000 0.01% of portfolio	11,232	Q3 2025 Reduced 52.39%
WDI Western Asset Diversified Income Fund	$0	$167,000 0.01% of portfolio	11,400	Q1 2024 New
SDS Proshares Tr Ultrashort S&P 50	$0	$144,000 0.01% of portfolio	10,000	Q1 2022 New

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