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
$75.4B
$1.42 Million 0.06% of portfolio
10,793
Q3 2025 Added 7.78%
$89.3B
$1.45 Million 0.06% of portfolio
216,636
Q3 2025 Added 1.39%
$38.8B
$1.4 Million 0.06% of portfolio
8,643
Q3 2025 Reduced 0.72%
$71.6B
$1.35 Million 0.06% of portfolio
20,119
Q3 2025 Reduced 1.76%
$75.2B
$1.51 Million 0.06% of portfolio
42,728
Q3 2025 Added 0.39%
$163B
$1.4 Million 0.06% of portfolio
10,622
Q3 2025 Added 0.21%
$9.52B
$1.35 Million 0.06% of portfolio
9,567
Q3 2025 Added 5.31%
$39.1B
$1.16 Million 0.05% of portfolio
4,477
Q3 2025 Added 1.87%
$17.2B
$1.19 Million 0.05% of portfolio
10,737
Q3 2025 Added 1.28%
$42.4B
$1.11 Million 0.05% of portfolio
7,329
Q3 2025 Reduced 0.03%
$115B
$1.21 Million 0.05% of portfolio
2,460
Q3 2025 Reduced 0.32%
$96.4B
$1.12 Million 0.05% of portfolio
9,085
Q3 2025 Reduced 0.48%
$59.8B
$1.23 Million 0.05% of portfolio
6,565
Q3 2025 Added 5.46%
$76.5B
$1.21 Million 0.05% of portfolio
7,171
Q3 2025 Reduced 2.02%
$21B
$1.18 Million 0.05% of portfolio
2,318
Q3 2025 Added 2.48%
$0
$1.3 Million 0.05% of portfolio
14,499
Q3 2025 Added 180.72%
$49.5B
$1.19 Million 0.05% of portfolio
7,040
Q3 2025 Added 4.25%
$59.7B
$1.08 Million 0.05% of portfolio
2,188
Q3 2025 Added 29.09%
$34.7B
$1.22 Million 0.05% of portfolio
20,259
Q3 2025 Reduced 2.13%
$21.9B
$1.08 Million 0.05% of portfolio
84,863
Q3 2025 Added 4.13%
$78.9B
$1.2 Million 0.05% of portfolio
15,064
Q3 2025 Reduced 0.35%
$5.13B
$1.16 Million 0.05% of portfolio
6,742
Q2 2025 Added 0.07%
$29.4B
$1.15 Million 0.05% of portfolio
46,814
Q3 2025 Added 1.74%
$33.2B
$1.13 Million 0.05% of portfolio
11,542
Q3 2025 Added 4.77%
$45.2B
$1.23 Million 0.05% of portfolio
20,587
Q3 2025 Reduced 1.91%
$23.4B
$1.12 Million 0.05% of portfolio
139
Q3 2025 Added 1.46%
$74.1B
$1.2 Million 0.05% of portfolio
4,397
Q3 2025 Added 3.05%
$26.6B
$1.08 Million 0.05% of portfolio
10,565
Q3 2025 Added 2.86%
$0
$1.18 Million 0.05% of portfolio
12,208
Q2 2025 Added 0.24%
$24.9B
$1.21 Million 0.05% of portfolio
12,090
Q3 2025 Added 3.35%
$44.4B
$1.2 Million 0.05% of portfolio
6,407
Q3 2025 Added 6.02%
$114B
$1.16 Million 0.05% of portfolio
17,583
Q3 2025 Reduced 8.02%
$130B
$1.31 Million 0.05% of portfolio
27,754
Q3 2025 Reduced 29.36%
$19B
$1.11 Million 0.05% of portfolio
5,401
Q3 2025 Added 3.93%
$0
$1.31 Million 0.05% of portfolio
39,145
Q2 2025 Reduced 8.54%
$55.4B
$1.13 Million 0.05% of portfolio
3,716
Q3 2025 Added 3.19%
$22B
$1.27 Million 0.05% of portfolio
23,275
Q3 2025 Reduced 4.49%
$62.3B
$1.16 Million 0.05% of portfolio
10,298
Q3 2025 Added 2.92%
$46.2B
$1.22 Million 0.05% of portfolio
16,263
Q3 2025 Reduced 0.26%
$59.5B
$1.12 Million 0.05% of portfolio
24,552
Q3 2025 Reduced 0.14%
$68.9B
$1.08 Million 0.05% of portfolio
4,576
Q3 2025 Reduced 2.41%
$79.1B
$1.12 Million 0.05% of portfolio
6,266
Q3 2025 Added 0.58%
$37.2B
$1.3 Million 0.05% of portfolio
2,064
Q3 2025 Added 6.28%
$0
$1.25 Million 0.05% of portfolio
7,605
Q4 2022 Reduced 0.31%
$25.4B
$1.3 Million 0.05% of portfolio
47,831
Q3 2025 Added 0.23%
$101B
$1.01 Million 0.04% of portfolio
8,359
Q3 2025 Added 0.01%
$22.8B
$1.03 Million 0.04% of portfolio
8,455
Q3 2025 Reduced 1.88%
$81.3B
$1.07 Million 0.04% of portfolio
236,104
Q3 2025 Added 4.33%
$0
$893,000 0.04% of portfolio
8,394
Q3 2025 Added 1.6%

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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