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
$2.84 Million 0.12% of portfolio
110,506
Q3 2025 Added 1.16%
$181B
$2.97 Million 0.12% of portfolio
30,321
Q3 2025 Added 10.91%
$132B
$2.74 Million 0.12% of portfolio
13,036
Q3 2025 Reduced 7.89%
$74.9B
$2.84 Million 0.12% of portfolio
10,886
Q3 2025 Added 1.96%
$86.1B
$2.98 Million 0.12% of portfolio
8,594
Q3 2025 Reduced 1.41%
$74.3B
$2.94 Million 0.12% of portfolio
14,654
Q3 2025 Added 2.2%
$193B
$2.87 Million 0.12% of portfolio
6,423
Q3 2025 Added 1.29%
$14.5B
$2.81 Million 0.12% of portfolio
1,066,849
Q3 2025 Reduced 4.78%
$114B
$2.89 Million 0.12% of portfolio
25,199
Q3 2025 Reduced 0.17%
$65.2B
$2.93 Million 0.12% of portfolio
6,934
Q3 2025 Reduced 0.69%
$163B
$2.75 Million 0.12% of portfolio
3,823
Q3 2025 Added 13.44%
$34.2B
$2.82 Million 0.12% of portfolio
31,028
Q3 2025 Reduced 0.51%
$15.6B
$2.79 Million 0.12% of portfolio
86,613
Q3 2025 Added 2.62%
$130B
$2.81 Million 0.12% of portfolio
7,909
Q3 2025 Added 22.89%
$0
$2.77 Million 0.12% of portfolio
31,761
Q3 2025 Added 1.54%
$97.3B
$2.86 Million 0.12% of portfolio
33,861
Q3 2025 Reduced 3.27%
$67.3B
$2.68 Million 0.11% of portfolio
9,585
Q3 2025 Added 1.26%
$92.7B
$2.65 Million 0.11% of portfolio
10,181
Q3 2025 Added 1.94%
$0
$2.59 Million 0.11% of portfolio
8,833
Q2 2025 Reduced 20.5%
$107B
$2.67 Million 0.11% of portfolio
3,525
Q3 2025 Added 3.19%
$0
$2.71 Million 0.11% of portfolio
12,944
Q4 2024 Reduced 0.04%
$42.8B
$2.65 Million 0.11% of portfolio
29,920
Q3 2025 Added 9.59%
$168B
$2.71 Million 0.11% of portfolio
35,893
Q3 2025 Reduced 1.31%
$123B
$2.5 Million 0.11% of portfolio
8,863
Q3 2025 Added 8.66%
$0
$2.57 Million 0.11% of portfolio
39,381
Q3 2025 Reduced 17.88%
$47.1B
$2.68 Million 0.11% of portfolio
23,978
Q3 2025 Added 3.95%
$72.3B
$2.69 Million 0.11% of portfolio
24,045
Q3 2025 Added 3.35%
$0
$2.52 Million 0.11% of portfolio
27,135
Q3 2025 Added 0.06%
$85.9B
$2.62 Million 0.11% of portfolio
11,859
Q3 2025 Added 1.26%
$42.9B
$2.73 Million 0.11% of portfolio
23,506
Q3 2025 Added 1.25%
$86.4B
$2.57 Million 0.11% of portfolio
7,330
Q3 2025 Added 4.15%
$120B
$2.6 Million 0.11% of portfolio
155,405
Q3 2025 Reduced 1.34%
$34.7B
$2.56 Million 0.11% of portfolio
18,075
Q3 2025 Reduced 7.07%
$80.2B
$2.51 Million 0.11% of portfolio
38,758
Q3 2025 Added 4.52%
$0
$2.42 Million 0.1% of portfolio
17,275
Q3 2025 Reduced 5.35%
$46.8B
$2.31 Million 0.1% of portfolio
2,427
Q3 2025 Reduced 2.76%
$17.8B
$2.43 Million 0.1% of portfolio
320,156
Q3 2025 Reduced 2.03%
$6.2B
$2.34 Million 0.1% of portfolio
21,735
Q3 2025 Added 0.85%
$46.1B
$2.5 Million 0.1% of portfolio
27,473
Q3 2025 Added 1.89%
$100B
$2.27 Million 0.1% of portfolio
37,206
Q3 2025 Added 4.59%
$41.3B
$2.28 Million 0.1% of portfolio
25,250
Q3 2025 Added 0.27%
$141B
$2.49 Million 0.1% of portfolio
97,858
Q3 2025 Added 12.56%
$68.4B
$2.28 Million 0.1% of portfolio
66,852
Q3 2025 Added 83.17%
$190B
$2.34 Million 0.1% of portfolio
146,771
Q3 2025 Reduced 2.0%
$84B
$2.4 Million 0.1% of portfolio
12,468
Q3 2025 Reduced 0.96%
$73.4B
$2.42 Million 0.1% of portfolio
68,052
Q3 2025 Added 5.34%
$0
$2.08 Million 0.09% of portfolio
17,472
Q3 2025 Reduced 15.79%
$46.4B
$2.12 Million 0.09% of portfolio
8,821
Q3 2025 Reduced 2.03%
$40.4B
$2.04 Million 0.09% of portfolio
16,102
Q3 2025 Reduced 3.76%

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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