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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$28.4B
$386,000 0.02% of portfolio
2,655
Q3 2025 Reduced 0.08%
$50.4B
$509,000 0.02% of portfolio
8,336
Q3 2025 Reduced 19.28%
$4.87B
$479,000 0.02% of portfolio
79,611
Q3 2025 Reduced 9.79%
$51.8B
$518,000 0.02% of portfolio
2,277
Q3 2025 Reduced 1.21%
$14.8B
$580,000 0.02% of portfolio
4,124
Q3 2025 Reduced 5.41%
$32.4B
$532,000 0.02% of portfolio
1,935
Q3 2025 Reduced 8.9%
$21.1B
$581,000 0.02% of portfolio
7,010
Q3 2025 Reduced 0.88%
$38B
$492,000 0.02% of portfolio
3,635
Q3 2025 Reduced 5.8%
$7.29B
$426,000 0.02% of portfolio
12,823
Q3 2025 Added 8.67%
$0
$370,000 0.02% of portfolio
20,776
Q4 2022 Added 42.73%
$1.82B
$535,000 0.02% of portfolio
11,612
Q3 2025 Added 5.26%
$55.3B
$430,000 0.02% of portfolio
39,664
Q3 2025 Reduced 3.05%
$16.1B
$391,000 0.02% of portfolio
5,113
Q3 2025 Added 18.58%
$10.3B
$554,000 0.02% of portfolio
72,710
Q3 2025 Added 25.61%
$6.94B
$470,000 0.02% of portfolio
3,887
Q3 2025 Reduced 6.65%
$7.27B
$492,000 0.02% of portfolio
44,013
Q2 2025 Reduced 1.44%
$16.9B
$505,000 0.02% of portfolio
5,635
Q3 2025 Added 0.37%
$6.47B
$394,000 0.02% of portfolio
5,970
Q3 2025 Reduced 1.79%
$24.8B
$572,000 0.02% of portfolio
2,964
Q3 2025 Reduced 10.05%
$25.7B
$540,000 0.02% of portfolio
3,242
Q3 2025 Reduced 5.65%
$18.4B
$464,000 0.02% of portfolio
5,213
Q3 2025 Reduced 12.55%
$14.1B
$441,000 0.02% of portfolio
2,720
Q3 2025 Reduced 5.85%
$56.3B
$535,000 0.02% of portfolio
33,430
Q3 2025 Reduced 16.75%
$5.07B
$541,000 0.02% of portfolio
6,460
Q3 2025 Reduced 5.76%
$23.5B
$376,000 0.02% of portfolio
642
Q3 2025 Added 6.29%
$10.3B
$420,000 0.02% of portfolio
9,969
Q3 2025 Added 77.51%
$22.4B
$555,000 0.02% of portfolio
8,260
Q3 2025 Added 12.3%
$25.8B
$473,000 0.02% of portfolio
1,914
Q3 2025 Added 0.9%
$55.8B
$467,000 0.02% of portfolio
3,376
Q3 2025 Added 49.31%
$0
$462,000 0.02% of portfolio
4,613
Q3 2025 Added 23.08%
$9.97B
$457,000 0.02% of portfolio
2,198
Q3 2025 Added 2.61%
$17B
$471,000 0.02% of portfolio
6,234
Q3 2025 Reduced 7.07%
$32.9B
$473,000 0.02% of portfolio
6,670
Q3 2025 Added 3.99%
$0
$523,000 0.02% of portfolio
11,270
Q2 2022 Added 45.05%
$10.3B
$566,000 0.02% of portfolio
8,272
Q3 2025 Added 1.96%
$11.3B
$489,000 0.02% of portfolio
21,917
Q3 2025 Added 6.2%
$24.1B
$536,000 0.02% of portfolio
3,832
Q3 2025 Reduced 8.41%
$5.57B
$581,000 0.02% of portfolio
18,823
Q3 2025 Added 5.2%
$16.3B
$563,000 0.02% of portfolio
3,058
Q3 2025 Reduced 7.59%
$85.6B
$484,000 0.02% of portfolio
38,247
Q3 2025 Reduced 4.98%
$18.3B
$474,000 0.02% of portfolio
19,073
Q3 2025 Reduced 0.95%
$39.2B
$460,000 0.02% of portfolio
4,775
Q3 2025 Added 6.23%
$20.2B
$524,000 0.02% of portfolio
1,971
Q3 2025 Reduced 1.25%
$6.15B
$408,000 0.02% of portfolio
2,618
Q4 2024 Reduced 0.34%
$0
$395,000 0.02% of portfolio
31,735
Q3 2025 Added 0.54%
$26.6B
$502,000 0.02% of portfolio
3,730
Q3 2025 Added 9.67%
$14.1B
$477,000 0.02% of portfolio
45,803
Q3 2025 Reduced 11.17%
$27.7B
$364,000 0.02% of portfolio
4,318
Q3 2025 Added 6.46%
$22.8B
$392,000 0.02% of portfolio
4,190
Q3 2025 Added 4.57%

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