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
$143B
$2.13 Million 0.09% of portfolio
63,345
Q3 2025 Reduced 19.06%
$136B
$2.18 Million 0.09% of portfolio
5,110
Q3 2025 Added 1.39%
$114B
$2.11 Million 0.09% of portfolio
9,761
Q3 2025 Added 17.7%
$27B
$2.26 Million 0.09% of portfolio
10,250
Q3 2025 Reduced 0.63%
$47.8B
$2.13 Million 0.09% of portfolio
31,531
Q3 2025 Reduced 1.93%
$89.7B
$2.04 Million 0.09% of portfolio
10,138
Q3 2025 Reduced 0.07%
$104B
$2.12 Million 0.09% of portfolio
32,026
Q3 2025 Added 2.06%
$57.9B
$2.03 Million 0.09% of portfolio
9,434
Q3 2025 Added 0.9%
$23.9B
$2.15 Million 0.09% of portfolio
15,476
Q3 2025 Added 2.61%
$123B
$2.21 Million 0.09% of portfolio
4,427
Q3 2025 Reduced 8.23%
$76.2B
$2.07 Million 0.09% of portfolio
33,106
Q3 2025 Reduced 8.45%
$111B
$2.14 Million 0.09% of portfolio
5,470
Q3 2025 Reduced 3.56%
$0
$2.04 Million 0.09% of portfolio
6,642
Q3 2025 Added 0.41%
$3.99B
$2.06 Million 0.09% of portfolio
47,815
Q3 2025 Reduced 0.03%
$31.3B
$2.09 Million 0.09% of portfolio
188,734
Q3 2025 Added 4.2%
$5.15B
$1.88 Million 0.08% of portfolio
29,497
Q3 2025 Added 5.33%
$65.7B
$1.89 Million 0.08% of portfolio
6,291
Q3 2025 Added 0.24%
$26.3B
$2.02 Million 0.08% of portfolio
10,800
Q3 2025 Added 5.16%
$86.7B
$2 Million 0.08% of portfolio
3,285
Q3 2025 Added 1.08%
$69.1B
$1.96 Million 0.08% of portfolio
23,267
Q3 2025 Added 5.46%
$84.9B
$1.97 Million 0.08% of portfolio
11,676
Q3 2025 Added 4.24%
$71.5B
$1.94 Million 0.08% of portfolio
2,479
Q3 2025 Reduced 6.59%
$128B
$1.82 Million 0.08% of portfolio
19,151
Q3 2025 Added 6.04%
$72.4B
$1.99 Million 0.08% of portfolio
5,594
Q3 2025 Reduced 6.52%
$123B
$1.84 Million 0.08% of portfolio
2,631
Q3 2025 Added 5.37%
$66.3B
$1.97 Million 0.08% of portfolio
8,579
Q3 2025 Added 2.64%
$47B
$1.97 Million 0.08% of portfolio
4,000
Q3 2025 Added 2.07%
$138B
$1.8 Million 0.08% of portfolio
32,292
Q3 2025 Reduced 1.41%
$120B
$1.81 Million 0.08% of portfolio
57,489
Q3 2025 Reduced 16.74%
$55.9B
$1.8 Million 0.08% of portfolio
1,886
Q3 2025 Reduced 4.46%
$99.5B
$1.85 Million 0.08% of portfolio
40,994
Q3 2025 Reduced 2.85%
$39.2B
$1.86 Million 0.08% of portfolio
11,117
Q3 2025 Reduced 0.25%
$65.7B
$1.93 Million 0.08% of portfolio
24,087
Q3 2025 Added 0.31%
$83.6B
$1.98 Million 0.08% of portfolio
15,229
Q3 2025 Added 0.11%
$0
$1.93 Million 0.08% of portfolio
115,000
Q1 2024 Added 53.33%
$78.2B
$1.72 Million 0.07% of portfolio
5,312
Q3 2025 Reduced 3.51%
$79.2B
$1.62 Million 0.07% of portfolio
23,293
Q3 2025 Added 0.78%
$69.4B
$1.7 Million 0.07% of portfolio
20,749
Q3 2025 Added 3.77%
$92B
$1.63 Million 0.07% of portfolio
10,739
Q3 2025 Reduced 1.1%
$113B
$1.64 Million 0.07% of portfolio
17,311
Q3 2025 Added 4.11%
$0
$1.74 Million 0.07% of portfolio
12,599
Q2 2025 Added 0.41%
$111B
$1.59 Million 0.07% of portfolio
4,837
Q3 2025 Added 1.6%
$53.8B
$1.67 Million 0.07% of portfolio
7,122
Q3 2025 Added 5.29%
$0
$1.72 Million 0.07% of portfolio
22,397
Q2 2025 Reduced 6.98%
$0
$1.72 Million 0.07% of portfolio
21,850
Q1 2024 Reduced 12.6%
$48.8B
$1.59 Million 0.07% of portfolio
32,622
Q3 2025 Reduced 0.55%
$64.5B
$1.58 Million 0.07% of portfolio
4,886
Q3 2025 Added 0.97%
$55.7B
$1.67 Million 0.07% of portfolio
10,979
Q3 2025 Added 1.47%
$62.7B
$1.68 Million 0.07% of portfolio
20,355
Q3 2025 Added 4.14%

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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