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Latest WETHERBY ASSET MANAGEMENT INC Stock Portfolio

$2.45Billion | No. of Holdings #927

WETHERBY ASSET MANAGEMENT INC Performance

2025 Q3+5.97%
YTD+7.61%
2024+15.62%

About WETHERBY ASSET MANAGEMENT INC and 13F Hedge Fund Stock Holdings

On 2025-11-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Laird Norton Wetherby Wealth Management, LLC reported an equity portfolio of $2.4 Billions as of 30 Sep, 2025. <br><br> The top stock holdings of Laird Norton Wetherby Wealth Management, LLC are AAPL, NVDA, MSFT. The fund has invested 6.6% of it's portfolio in APPLE INC and 5.3% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off ISHARES TR (AMPS), JAMES HARDIE INDS PLC (JHX) and HESS CORP (HES) stocks. They significantly reduced their stock positions in LYFT INC (LYFT), CLOROX CO DEL (CLX) and VIRTUS DIVIDEND INTEREST & P. Laird Norton Wetherby Wealth Management, LLC opened new stock positions in NEXTRACKER INC, ALBEMARLE CORP (ALB) and HERCULES CAPITAL INC (HTGC). The fund showed a lot of confidence in some stocks as they added substantially to TD SYNNEX CORPORATION (SNX), SELECT SECTOR SPDR TR (XLB) and FACTSET RESH SYS INC (FDS).
WETHERBY ASSET MANAGEMENT INC Equity Portfolio Value
Last Reported on: 14 Nov, 2025
$2.45Billion
  as of Nov 14, 2025

WETHERBY ASSET MANAGEMENT INC Annual Return Estimates Vs S&P 500

Our best estimate is that Laird Norton Wetherby Wealth Management, LLC made a return of 5.97% in the last quarter. In trailing 12 months, it's portfolio return was 11.47%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by WETHERBY ASSET MANAGEMENT INC

Additions

Ticker% Inc.
td synnex corporation1,145
select sector spdr tr180
etf ser solutions100
tortoise energy infra corp100
hdfc bank ltd83.17
rubrik inc.66.82
amplify etf tr61.55
kayne anderson energy infrst59.76
Additions to existing portfolio by WETHERBY ASSET MANAGEMENT INC

Reductions

Ticker% Reduced
lyft inc-71.63
schwab strategic tr-42.28
sanofi sa-29.36
fortinet inc-19.91
intel corp-19.06
ishares tr-18.84
ishares tr-17.88
comcast corp new-16.74
WETHERBY ASSET MANAGEMENT INC reduced stake in above stock

Sold off

None of the stocks were completely sold off by WETHERBY ASSET MANAGEMENT INC

Sector Distribution

Laird Norton Wetherby Wealth Management, LLC has about 30.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Industrials
  • Consumer Defensive
  • Basic Materials
  • Energy
  • Real Estate
Sector%
Others30.8
Technology26.3
Financial Services8.1
Communication Services7.4
Consumer Cyclical7.3
Healthcare5.9
Industrials5.4
Consumer Defensive2.8
Basic Materials1.9
Energy1.8
Real Estate1.2

Market Cap. Distribution

Laird Norton Wetherby Wealth Management, LLC has about 66% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP39.2
UNALLOCATED30.9
LARGE-CAP26.8
MID-CAP2.9

Stocks belong to which Index?

About 65% of the stocks held by Laird Norton Wetherby Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50063.7
Others35
RUSSELL 20001.3
Top 5 Winners (%)%
RUN
sunrun inc
107.4 %
MP
mp materials corp
89.5 %
APP
applovin corp
82.5 %
KSS
kohls corp
81.3 %
CIEN
ciena corp
79.1 %
Top 5 Winners ($)$
AAPL
apple inc
32.3 M
NVDA
nvidia corporation
19.8 M
GOOG
alphabet inc
15.4 M
TSLA
tesla inc
6.8 M
GOOG
alphabet inc
5.7 M
Top 5 Losers (%)%
CURV
torrid hldgs inc
-40.7 %
IT
gartner inc
-35.0 %
CHTR
charter communications inc n
-32.7 %
SFM
sprouts fmrs mkt inc
-31.9 %
CMG
chipotle mexican grill inc
-30.2 %
Top 5 Losers ($)$
NFLX
netflix inc
-3.1 M
ACN
accenture plc ireland
-1.4 M
INTU
intuit
-1.0 M
CRM
salesforce inc
-1.0 M
TDG
transdigm group inc
-0.9 M

WETHERBY ASSET MANAGEMENT INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WETHERBY ASSET MANAGEMENT INC

Laird Norton Wetherby Wealth Management, LLC has 927 stocks in it's portfolio. About 33.4% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Laird Norton Wetherby Wealth Management, LLC last quarter.

$2.30BTotal Value
499Positions
14 Nov, 2025Last Reported
Current holdings of Current Stock Holdings of WETHERBY ASSET MANAGEMENT INC, last reported on 14 Nov, 2025. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WETHERBY ASSET MANAGEMENT INC's holding in Ishares Tr over time
0.4%161,172
$9.85M
0.4%
increased 15.17 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WETHERBY ASSET MANAGEMENT INC's holding in Ishares Tr over time
0.18%66,533
$4.33M
0.18%
decreased 9.72 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WETHERBY ASSET MANAGEMENT INC's holding in Ishares Tr over time
0.07%12,599
$1.74M
0.07%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WETHERBY ASSET MANAGEMENT INC's holding in Ishares Tr over time
0.07%22,397
$1.72M
0.07%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WETHERBY ASSET MANAGEMENT INC's holding in Ishares Tr over time
0.04%8,394
$893.9K
0.04%
increased 1.6 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
WETHERBY ASSET MANAGEMENT INC's holding in Etf Ser Solutions over time
0.03%20,000
$694.7K
0.03%
increased 100 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
WETHERBY ASSET MANAGEMENT INC's holding in Ishares Tr over time
0.06%31,832
$1.49M
0.06%
decreased 0.67 percentreduced
AEG
Aegon Ltd

Aegon Ltd

AEG
WETHERBY ASSET MANAGEMENT INC's holding in Aegon Ltd over time
0.06%178,979
$1.43M
0.06%
decreased 1.2 percentreduced