Current Market Value 2,246,525,972
Current Holdings 930
Most Recent File Date 2025-08-14
Total Filings on Record 52
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Wetherby Asset Management Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 930 2,246,526
2025-02-14 2024-12-31 13F-HR 897 2,085,849
2024-11-14 2024-09-30 13F-HR 932 2,187,036
2024-08-14 2024-06-30 13F-HR 927 2,121,183
2024-05-15 2024-03-31 13F-HR 961 2,098,502
2024-02-14 2023-12-31 13F-HR 924 1,919,703
2023-11-14 2023-09-30 13F-HR 909 1,763,676
2023-08-14 2023-06-30 13F-HR 951 1,856,957
2023-05-12 2023-03-31 13F-HR 928 1,708,838
2023-02-14 2022-12-31 13F-HR 903 1,556,971
2022-11-14 2022-09-30 13F-HR 883 1,418,295
2022-08-15 2022-06-30 13F-HR 904 1,465,028
2022-05-16 2022-03-31 13F-HR 930 1,745,208
2022-02-14 2021-12-31 13F-HR 928 1,780,988
2021-11-15 2021-09-30 13F-HR 930 1,620,607
2021-08-16 2021-06-30 13F-HR 928 1,638,987
2021-05-14 2021-03-31 13F-HR 780 1,312,127
2021-02-11 2020-12-31 13F-HR 906 1,474,695
2020-12-16 2020-09-30 13F-HR/A 01 R 718 1,090,947
2020-12-16 2020-09-30 13F-HR/A 02 N 472 33,281
2020-11-13 2020-09-30 13F-HR 866 1,329,671
2020-08-14 2020-06-30 13F-HR 715 1,054,987
2020-05-06 2020-03-31 13F-HR 683 890,831
2020-01-28 2019-12-31 13F-HR 700 1,015,284
2019-10-31 2019-09-30 13F-HR 703 957,821
2019-07-25 2019-06-30 13F-HR 680 913,526
2019-07-25 2019-03-31 13F-HR/A 1 R 664 803,026
2019-05-09 2019-03-31 13F-HR 664 802,534
2019-01-30 2018-12-31 13F-HR 633 706,977
2018-11-07 2018-09-30 13F-HR 668 809,576
2018-07-24 2018-06-30 13F-HR 641 738,692
2018-05-04 2018-03-31 13F-HR 641 724,507
2018-02-09 2017-12-31 13F-HR 662 720,691
2017-11-13 2017-09-30 13F-HR 635 672,285
2017-08-01 2017-06-30 13F-HR 563 587,797
2017-04-27 2017-03-31 13F-HR 556 556,055
2017-02-08 2016-12-31 13F-HR 523 510,602
2016-11-14 2016-09-30 13F-HR 520 494,313
2016-08-10 2016-06-30 13F-HR 509 451,086
2016-05-10 2016-03-31 13F-HR 484 424,313
2016-02-08 2015-12-31 13F-HR 464 417,098
2015-11-12 2015-09-30 13F-HR 456 390,309
2015-08-12 2015-06-30 13F-HR 498 415,973
2015-05-08 2015-03-31 13F-HR 472 410,759
2015-02-12 2014-12-31 13F-HR 455 397,622
2014-11-03 2014-09-30 13F-HR 432 358,701
2014-08-01 2014-06-30 13F-HR 434 354,242
2014-05-05 2014-03-31 13F-HR/A 1 R 432 348,861
2014-04-30 2014-03-31 13F-HR 432 396,073
2014-01-29 2013-12-31 13F-HR 435 350,638
2013-10-29 2013-09-30 13F-HR 411 320,517
2013-07-24 2013-06-30 13F-HR 380 286,926