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
$79.5B
$1.73 Million 0.07% of portfolio
13,793
Q3 2025 Reduced 8.38%
$1.42B
$1.71 Million 0.07% of portfolio
70,522
Q3 2025 Reduced 0.24%
$103B
$1.7 Million 0.07% of portfolio
13,094
Q3 2025 Added 0.91%
$23.2B
$1.59 Million 0.07% of portfolio
32,516
Q3 2025 Reduced 2.72%
$100B
$1.55 Million 0.07% of portfolio
5,754
Q3 2025 Added 4.24%
$17.8B
$1.61 Million 0.07% of portfolio
46,440
Q3 2025 Reduced 1.34%
$36.7B
$1.73 Million 0.07% of portfolio
20,574
Q3 2025 Added 6.7%
$98.1B
$1.7 Million 0.07% of portfolio
9,975
Q3 2025 Reduced 8.03%
$45.5B
$1.61 Million 0.07% of portfolio
9,290
Q3 2025 Added 1.79%
$0
$1.65 Million 0.07% of portfolio
133,672
Q3 2025 Added 59.76%
$0
$1.56 Million 0.07% of portfolio
22,799
Q3 2025 Added 1.58%
$21.4B
$1.63 Million 0.07% of portfolio
69,656
Q3 2025 Added 2.27%
$14.7B
$1.61 Million 0.07% of portfolio
19,775
Q3 2025 Reduced 10.93%
$53.1B
$1.63 Million 0.07% of portfolio
6,611
Q3 2025 Added 2.51%
$123B
$1.61 Million 0.07% of portfolio
30,388
Q3 2025 Added 15.22%
$89.8B
$1.57 Million 0.07% of portfolio
8,813
Q3 2025 Added 8.28%
$84.4B
$1.68 Million 0.07% of portfolio
8,546
Q3 2025 Added 7.15%
$0
$1.45 Million 0.06% of portfolio
19,688
Q3 2025 Added 0.29%
$91.4B
$1.41 Million 0.06% of portfolio
9,080
Q3 2025 Reduced 3.44%
$86B
$1.53 Million 0.06% of portfolio
74,175
Q3 2025 Added 1.34%
$25.4B
$1.39 Million 0.06% of portfolio
51,038
Q3 2025 Reduced 9.54%
$0
$1.45 Million 0.06% of portfolio
5,693
Q3 2025 Added 9.78%
$21.4B
$1.5 Million 0.06% of portfolio
34,148
Q3 2025 Reduced 13.87%
$60.5B
$1.53 Million 0.06% of portfolio
16,834
Q3 2025 Reduced 0.13%
$41.4B
$1.38 Million 0.06% of portfolio
15,392
Q3 2025 Reduced 8.41%
$128B
$1.44 Million 0.06% of portfolio
74,735
Q3 2025 Added 10.8%
$35B
$1.39 Million 0.06% of portfolio
81,785
Q3 2025 Added 2.52%
$34.9B
$1.5 Million 0.06% of portfolio
6,297
Q3 2025 Reduced 0.38%
$148B
$1.43 Million 0.06% of portfolio
17,910
Q3 2025 Added 1.4%
$173B
$1.54 Million 0.06% of portfolio
22,471
Q3 2025 Reduced 7.98%
$0
$1.52 Million 0.06% of portfolio
5,382
Q3 2025 Added 4.26%
$57.5B
$1.46 Million 0.06% of portfolio
5,356
Q3 2025 Reduced 4.29%
$94.5B
$1.37 Million 0.06% of portfolio
4,011
Q3 2025 Added 3.38%
$0
$1.43 Million 0.06% of portfolio
9,831
Q2 2025 Reduced 1.43%
$0
$1.49 Million 0.06% of portfolio
31,832
Q3 2025 Reduced 0.67%
$74.3B
$1.38 Million 0.06% of portfolio
21,748
Q3 2025 Added 0.5%
$53.3B
$1.4 Million 0.06% of portfolio
5,930
Q3 2025 Added 3.26%
$32.9B
$1.4 Million 0.06% of portfolio
32,076
Q3 2025 Added 1.34%
$98.6B
$1.45 Million 0.06% of portfolio
15,281
Q3 2025 Added 1.23%
$0
$1.46 Million 0.06% of portfolio
53,548
Q3 2025 Reduced 42.28%
$0
$1.35 Million 0.06% of portfolio
1,813
Q3 2025 Reduced 3.2%
$32.1B
$1.5 Million 0.06% of portfolio
64,137
Q3 2025 Added 0.13%
$0
$1.44 Million 0.06% of portfolio
10,235
Q3 2025 Reduced 6.2%
$32B
$1.42 Million 0.06% of portfolio
8,137
Q2 2025 Added 11.54%
$47.7B
$1.45 Million 0.06% of portfolio
2,901
Q3 2025 Added 47.86%
$23.8B
$1.38 Million 0.06% of portfolio
11,636
Q3 2025 Added 5.97%
$273M
$1.51 Million 0.06% of portfolio
722,489
Q2 2025 Added 577.9%
$68.5B
$1.54 Million 0.06% of portfolio
11,347
Q3 2025 Reduced 1.44%
$74.3B
$1.42 Million 0.06% of portfolio
2,518
Q3 2025 Reduced 0.47%

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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