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
$24.8B
$903,000 0.04% of portfolio
177,909
Q3 2025 Reduced 3.32%
$57.4B
$891,000 0.04% of portfolio
1,396
Q3 2025 Reduced 4.25%
$30.4B
$890,000 0.04% of portfolio
10,778
Q3 2025 Added 3.61%
$67.6B
$923,000 0.04% of portfolio
19,098
Q3 2025 Added 11.54%
$52.4B
$898,000 0.04% of portfolio
26,149
Q3 2025 Reduced 4.59%
$9.52B
$1.04 Million 0.04% of portfolio
73,194
Q3 2025 Added 2.29%
$73.7B
$855,000 0.04% of portfolio
10,173
Q3 2025 Added 1.12%
$15.4B
$1.07 Million 0.04% of portfolio
13,709
Q3 2025 Added 1.22%
$6.07B
$1.02 Million 0.04% of portfolio
10,599
Q3 2025 Reduced 0.93%
$6.2B
$939,000 0.04% of portfolio
35,962
Q3 2025 Reduced 1.69%
$21.3B
$944,000 0.04% of portfolio
33,414
Q3 2025 Added 9.58%
$56.6B
$850,000 0.04% of portfolio
11,702
Q3 2025 Reduced 6.86%
$22.2B
$951,000 0.04% of portfolio
130,916
Q3 2025 Added 3.68%
$37.7B
$858,000 0.04% of portfolio
178,505
Q3 2025 Reduced 14.99%
$48.1B
$905,000 0.04% of portfolio
3,135
Q3 2025 Reduced 2.34%
$0
$1.01 Million 0.04% of portfolio
5,393
Q3 2025 Added 1.13%
$41.3B
$938,000 0.04% of portfolio
11,239
Q3 2025 Added 2.21%
$31.2B
$944,000 0.04% of portfolio
13,491
Q3 2025 Added 0.57%
$25.3B
$872,000 0.04% of portfolio
10,416
Q3 2025 Added 0.7%
$55.6B
$1.05 Million 0.04% of portfolio
7,164
Q3 2025 Reduced 5.72%
$35.1B
$919,000 0.04% of portfolio
15,128
Q3 2025 Reduced 8.29%
$0
$837,000 0.04% of portfolio
31,833
Q4 2024 Added 200.0%
$70.1B
$905,000 0.04% of portfolio
5,318
Q3 2025 Added 0.34%
$43.5B
$862,000 0.04% of portfolio
2,469
Q3 2025 Reduced 5.98%
$28.9B
$978,000 0.04% of portfolio
10,877
Q3 2025 Added 10.54%
$35.1B
$864,000 0.04% of portfolio
6,954
Q3 2025 Added 5.01%
$31.5B
$919,000 0.04% of portfolio
12,597
Q3 2025 Reduced 4.45%
$12.7B
$945,000 0.04% of portfolio
10,306
Q3 2025 Reduced 6.86%
$0
$852,000 0.04% of portfolio
3,203
Q3 2025 Reduced 7.24%
$37.6B
$993,000 0.04% of portfolio
14,759
Q3 2025 Added 11.52%
$17.7B
$1.05 Million 0.04% of portfolio
10,694
Q3 2025 Added 0.92%
$61.4B
$1.07 Million 0.04% of portfolio
2,570
Q3 2025 Added 13.27%
$23.5B
$1.06 Million 0.04% of portfolio
30,343
Q3 2025 Reduced 3.6%
$47.4B
$837,000 0.04% of portfolio
12,384
Q3 2025 Added 0.02%
$3.92B
$1.02 Million 0.04% of portfolio
35,121
Q3 2025 Added 2.84%
$53.8B
$899,000 0.04% of portfolio
5,729
Q3 2025 Reduced 0.43%
$46.1B
$861,000 0.04% of portfolio
24,617
Q3 2025 Reduced 3.71%
$28.1B
$843,000 0.04% of portfolio
16,733
Q3 2025 Added 3.85%
$54.5B
$888,000 0.04% of portfolio
4,749
Q3 2025 Added 4.42%
$0
$990,000 0.04% of portfolio
13,667
Q4 2024 Reduced 17.97%
$64.7B
$1.06 Million 0.04% of portfolio
11,223
Q3 2025 Reduced 7.69%
$43.5B
$909,000 0.04% of portfolio
7,084
Q3 2025 Reduced 10.65%
$103B
$938,000 0.04% of portfolio
12,443
Q3 2025 Reduced 1.66%
$29.2B
$934,000 0.04% of portfolio
20,977
Q3 2025 Added 4.25%
$27.2B
$879,000 0.04% of portfolio
15,180
Q3 2025 Added 6.65%
$21.3B
$1.04 Million 0.04% of portfolio
5,480
Q3 2025 Added 1.61%
$40.3B
$982,000 0.04% of portfolio
2,912
Q3 2025 Added 10.93%
$64.9B
$982,000 0.04% of portfolio
11,687
Q3 2025 Reduced 19.91%
$875M
$963,000 0.04% of portfolio
24,598
Q3 2025 Reduced 1.01%

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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