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
$25.4B
$937,000 0.04% of portfolio
13,178
Q3 2025 Added 10.27%
$38.4B
$1.07 Million 0.04% of portfolio
5,787
Q3 2025 Added 3.14%
$46.9B
$930,000 0.04% of portfolio
7,666
Q3 2025 Added 3.64%
$9.78B
$925,000 0.04% of portfolio
20,571
Q3 2025 Reduced 0.02%
$20.4B
$867,000 0.04% of portfolio
9,905
Q3 2025 Reduced 4.62%
$50.2B
$924,000 0.04% of portfolio
1,253
Q3 2025 Added 2.7%
$54.4B
$1.01 Million 0.04% of portfolio
3,254
Q3 2025 Added 4.4%
$5.65B
$967,000 0.04% of portfolio
26,294
Q3 2025 Added 2.4%
$55.8B
$922,000 0.04% of portfolio
4,572
Q3 2025 Added 1.8%
$57.4B
$1.03 Million 0.04% of portfolio
26,170
Q3 2025 Reduced 2.9%
$43.4B
$685,000 0.03% of portfolio
3,900
Q3 2025 Added 0.46%
$19.9B
$635,000 0.03% of portfolio
1,315
Q3 2025 Added 6.91%
$61.6B
$611,000 0.03% of portfolio
21,615
Q3 2025 Added 17.73%
$41.2B
$730,000 0.03% of portfolio
2,453
Q3 2025 Reduced 1.68%
$5.24B
$693,000 0.03% of portfolio
178,268
Q3 2025 Added 38.48%
$0
$636,000 0.03% of portfolio
15,408
Q3 2025 Reduced 1.91%
$33.1B
$628,000 0.03% of portfolio
25,309
Q3 2025 Added 2.1%
$72.7B
$809,000 0.03% of portfolio
4,130
Q3 2025 Added 8.09%
$6.61B
$709,000 0.03% of portfolio
17,504
Q3 2025 Added 5.82%
$37.3B
$624,000 0.03% of portfolio
2,031
Q3 2025 Added 9.84%
$27B
$635,000 0.03% of portfolio
4,808
Q3 2025 Added 6.47%
$39.9B
$725,000 0.03% of portfolio
6,989
Q3 2025 Reduced 7.91%
$4.77B
$636,000 0.03% of portfolio
15,066
Q3 2025 Added 7.69%
$16.5B
$704,000 0.03% of portfolio
14,312
Q3 2025 Reduced 2.23%
$37.2B
$810,000 0.03% of portfolio
3,293
Q3 2025 Added 7.12%
$10B
$622,000 0.03% of portfolio
22,170
Q3 2025 Added 3.35%
$19.3B
$732,000 0.03% of portfolio
28,922
Q3 2025 Reduced 1.82%
$45.6B
$796,000 0.03% of portfolio
17,697
Q3 2025 Added 6.58%
$103B
$605,000 0.03% of portfolio
259
Q3 2025 Added 1.97%
$19.9B
$744,000 0.03% of portfolio
9,555
Q3 2025 Reduced 0.07%
$59.1B
$724,000 0.03% of portfolio
9,222
Q3 2025 Reduced 0.89%
$31.6B
$783,000 0.03% of portfolio
638
Q3 2025 Added 0.31%
$39.4B
$808,000 0.03% of portfolio
1,127
Q3 2025 Added 0.99%
$64.7B
$807,000 0.03% of portfolio
7,202
Q3 2025 Added 1.24%
$26.6B
$619,000 0.03% of portfolio
4,378
Q3 2025 Reduced 1.15%
$8.99B
$776,000 0.03% of portfolio
22,383
Q3 2025 Added 6.7%
$12.2B
$632,000 0.03% of portfolio
2,919
Q3 2025 Reduced 5.6%
$45.2B
$807,000 0.03% of portfolio
1,424
Q3 2025 Added 1.21%
$53.4B
$601,000 0.03% of portfolio
7,732
Q3 2025 Added 0.1%
$0
$772,000 0.03% of portfolio
5,419
Q2 2025 Added 0.07%
$7.94B
$679,000 0.03% of portfolio
4,603
Q3 2025 Added 1.01%
$662B
$741,000 0.03% of portfolio
1,475
Q2 2025 Reduced 26.25%
$0
$742,000 0.03% of portfolio
17,220
Q3 2025 Added 100.0%
$112B
$689,000 0.03% of portfolio
20,006
Q3 2025 Reduced 1.86%
$0
$635,000 0.03% of portfolio
7,556
Q3 2025 Added 0.52%
$6.6B
$679,000 0.03% of portfolio
10,570
Q3 2025 Reduced 4.98%
$19.1B
$652,000 0.03% of portfolio
5,953
Q3 2025 Added 0.27%
$9.96B
$688,000 0.03% of portfolio
17,060
Q3 2025 Added 3.34%
$7.96B
$825,000 0.03% of portfolio
37,492
Q3 2025 Reduced 71.63%

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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