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
$283B
$6.37 Million 0.27% of portfolio
49,685
Q3 2025 Reduced 0.56%
$10.6B
$6.47 Million 0.27% of portfolio
25,525
Q3 2025 Reduced 1.33%
$270B
$6.14 Million 0.26% of portfolio
38,657
Q3 2025 Added 2.78%
$152B
$6.19 Million 0.26% of portfolio
25,097
Q3 2025 Reduced 8.67%
$197B
$5.94 Million 0.25% of portfolio
29,001
Q3 2025 Reduced 2.16%
$169B
$6.05 Million 0.25% of portfolio
6,573
Q3 2025 Added 0.67%
$193B
$5.88 Million 0.25% of portfolio
51,346
Q3 2025 Added 1.7%
$277B
$5.84 Million 0.25% of portfolio
76,106
Q3 2025 Added 6.04%
$224B
$5.9 Million 0.25% of portfolio
19,405
Q3 2025 Reduced 3.41%
$306B
$5.64 Million 0.24% of portfolio
85,034
Q3 2025 Reduced 4.46%
$187B
$5.67 Million 0.24% of portfolio
34,082
Q3 2025 Added 0.42%
$140B
$5.82 Million 0.24% of portfolio
15,553
Q3 2025 Added 4.17%
$328B
$5.82 Million 0.24% of portfolio
19,355
Q3 2025 Added 2.02%
$72.7B
$5.79 Million 0.24% of portfolio
4,391
Q3 2025 Added 0.05%
$266B
$5.57 Million 0.23% of portfolio
19,725
Q3 2025 Added 6.47%
$170B
$5.38 Million 0.23% of portfolio
37,245
Q3 2025 Added 0.51%
$291B
$5.52 Million 0.23% of portfolio
11,569
Q3 2025 Added 3.77%
$204B
$5.5 Million 0.23% of portfolio
39,137
Q3 2025 Added 5.02%
$0
$5.16 Million 0.22% of portfolio
35,437
Q3 2025 Added 0.07%
$258B
$5.3 Million 0.22% of portfolio
31,680
Q3 2025 Added 5.73%
$124B
$5.34 Million 0.22% of portfolio
130,216
Q3 2025 Added 0.58%
$136B
$4.92 Million 0.21% of portfolio
20,812
Q3 2025 Reduced 4.09%
$156B
$4.9 Million 0.21% of portfolio
44,133
Q3 2025 Added 2.73%
$167B
$5.02 Million 0.21% of portfolio
52,564
Q3 2025 Reduced 9.22%
$0
$5.1 Million 0.21% of portfolio
7,615
Q3 2025 Added 4.37%
$0
$5.02 Million 0.21% of portfolio
8,425
Q3 2025 Added 10.42%
$49.4B
$4.84 Million 0.2% of portfolio
30,724
Q3 2025 Added 1.37%
$191B
$4.86 Million 0.2% of portfolio
900
Q3 2025 Added 2.39%
$237B
$4.86 Million 0.2% of portfolio
29,988
Q3 2025 Reduced 2.51%
$151B
$4.72 Million 0.2% of portfolio
13,378
Q3 2025 Reduced 3.59%
$0
$4.68 Million 0.2% of portfolio
50,146
Q3 2025 Added 0.99%
$89.3B
$4.76 Million 0.2% of portfolio
43,713
Q3 2025 Added 3.04%
$272B
$4.74 Million 0.2% of portfolio
24,821
Q3 2025 Reduced 3.63%
$81.8B
$4.85 Million 0.2% of portfolio
44,067
Q3 2025 Added 1.0%
$342B
$4.82 Million 0.2% of portfolio
26,414
Q3 2025 Added 12.48%
$34.4B
$4.65 Million 0.2% of portfolio
56,094
Q3 2025 Added 0.27%
$317B
$4.43 Million 0.19% of portfolio
52,885
Q3 2025 Added 4.24%
$183B
$4.5 Million 0.19% of portfolio
15,949
Q3 2025 Reduced 1.06%
$63.4B
$4.43 Million 0.19% of portfolio
9,685
Q3 2025 Reduced 1.25%
$109B
$4.47 Million 0.19% of portfolio
80,517
Q3 2025 Reduced 12.44%
$104B
$4.46 Million 0.19% of portfolio
15,179
Q3 2025 Added 0.27%
$97.6B
$4.47 Million 0.19% of portfolio
171,280
Q3 2025 Added 0.97%
$14B
$4.2 Million 0.18% of portfolio
25,665
Q3 2025 Added 1,145.27%
$177B
$4.18 Million 0.18% of portfolio
21,484
Q3 2025 Added 1.06%
$136B
$4.18 Million 0.18% of portfolio
11,312
Q3 2025 Added 2.64%
$284B
$4.26 Million 0.18% of portfolio
60,083
Q3 2025 Added 1.01%
$121B
$4.3 Million 0.18% of portfolio
5,571
Q3 2025 Added 0.54%
$0
$4.33 Million 0.18% of portfolio
66,533
Q3 2025 Reduced 9.72%
$205B
$4.23 Million 0.18% of portfolio
28,700
Q3 2025 Added 0.52%

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
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