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
$0
$4.21 Million 0.18% of portfolio
59,006
Q3 2025 Reduced 0.01%
$140B
$4.39 Million 0.18% of portfolio
17,477
Q3 2025 Added 7.05%
$0
$4.32 Million 0.18% of portfolio
9,222
Q3 2025 Reduced 18.84%
$181B
$4.21 Million 0.18% of portfolio
401,882
Q3 2025 Added 2.81%
$132B
$4.22 Million 0.18% of portfolio
17,087
Q3 2025 Reduced 0.16%
$73.7B
$4.1 Million 0.17% of portfolio
14,978
Q3 2025 Reduced 0.09%
$109B
$3.94 Million 0.17% of portfolio
130,430
Q3 2025 Added 0.94%
$161B
$4.09 Million 0.17% of portfolio
3,788
Q3 2025 Added 1.94%
$190B
$4.01 Million 0.17% of portfolio
39,490
Q3 2025 Added 5.02%
$87.8B
$4.15 Million 0.17% of portfolio
8,703
Q3 2025 Added 1.85%
$268B
$4.05 Million 0.17% of portfolio
24,199
Q3 2025 Added 2.1%
$0
$3.99 Million 0.17% of portfolio
6,643
Q3 2025 Added 11.11%
$222B
$3.98 Million 0.17% of portfolio
8,210
Q3 2025 Added 2.01%
$0
$3.97 Million 0.17% of portfolio
8,285
Q3 2025 Added 0.49%
$12.2B
$4.16 Million 0.17% of portfolio
21,282
Q3 2025 Reduced 0.61%
$77.2B
$3.71 Million 0.16% of portfolio
17,438
Q3 2025 Added 2.55%
$172B
$3.84 Million 0.16% of portfolio
87,437
Q3 2025 Added 0.67%
$25.7B
$3.86 Million 0.16% of portfolio
26,171
Q3 2025 Added 4.96%
$33.9B
$3.51 Million 0.15% of portfolio
13,967
Q3 2025 Reduced 4.78%
$79.6B
$3.58 Million 0.15% of portfolio
28,900
Q3 2025 Reduced 1.99%
$418B
$3.6 Million 0.15% of portfolio
20,132
Q3 2025 Added 4.87%
$174B
$3.56 Million 0.15% of portfolio
23,946
Q3 2025 Reduced 1.68%
$82.8B
$3.68 Million 0.15% of portfolio
12,771
Q3 2025 Reduced 5.92%
$0
$3.5 Million 0.15% of portfolio
14,461
Q3 2025 Added 6.32%
$181B
$3.65 Million 0.15% of portfolio
129,161
Q3 2025 Reduced 0.68%
$13.5B
$3.58 Million 0.15% of portfolio
63,770
Q3 2025 Added 2.49%
$118B
$3.6 Million 0.15% of portfolio
14,649
Q3 2025 Reduced 2.29%
$0
$3.55 Million 0.15% of portfolio
19,463
Q3 2025 Reduced 4.55%
$61.4B
$3.55 Million 0.15% of portfolio
17,448
Q3 2025 Reduced 0.39%
$0
$3.22 Million 0.14% of portfolio
60,077
Q3 2025 Added 1.61%
$20.5B
$3.36 Million 0.14% of portfolio
40,486
Q3 2025 Added 0.77%
$70.3B
$3.39 Million 0.14% of portfolio
208,099
Q3 2025 Reduced 4.35%
$96.7B
$3.24 Million 0.14% of portfolio
64,257
Q3 2025 Reduced 2.03%
$160B
$3.36 Million 0.14% of portfolio
16,972
Q3 2025 Added 0.63%
$0
$3.24 Million 0.14% of portfolio
60,720
Q3 2025 Added 8.97%
$269B
$3.22 Million 0.14% of portfolio
13,444
Q3 2025 Added 3.22%
$73.2B
$3.04 Million 0.13% of portfolio
708
Q3 2025 Added 1.87%
$270B
$3.18 Million 0.13% of portfolio
44,420
Q3 2025 Added 3.17%
$147B
$3.07 Million 0.13% of portfolio
31,425
Q3 2025 Added 3.01%
$144B
$3.1 Million 0.13% of portfolio
6,769
Q3 2025 Added 0.13%
$96.9B
$3.11 Million 0.13% of portfolio
7,367
Q3 2025 Added 2.52%
$72.9B
$3.01 Million 0.13% of portfolio
11,587
Q3 2025 Added 4.16%
$79.2B
$3.05 Million 0.13% of portfolio
63,897
Q3 2025 Reduced 1.25%
$99.7B
$2.9 Million 0.12% of portfolio
15,040
Q3 2025 Added 3.05%
$0
$2.92 Million 0.12% of portfolio
65,323
Q3 2024 Reduced 2.51%
$150B
$2.75 Million 0.12% of portfolio
46,371
Q3 2025 Reduced 4.09%
$76.2B
$2.92 Million 0.12% of portfolio
6,022
Q3 2025 Reduced 8.58%
$0
$2.83 Million 0.12% of portfolio
37,695
Q2 2025 New
$0
$2.78 Million 0.12% of portfolio
27,933
Q3 2025 Added 0.31%

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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