Wetherby Asset Management Inc

SEC CIK: 0001279627
Latest filing: Nov 14, 2025

SEC filings (opens in a new tab)

BGR holding history

BlackRock Energy & Resources Trust in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BGR overview All 13F holders of BGR Full Q3 2025 holdings

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2022

Holdings of BGR by Wetherby Asset Management Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−15,056−100.0%	Sold out	Holders
Q3 2022	15,056	$162.0K	<0.1%	−1,692−10.1%	Reduced	Holders
Q2 2022	16,748	$184.0K	<0.1%	+16,748	New	Holders