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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

BX holding history

Blackstone Inc. 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.

BX overviewAll 13F holders of BXFull Q3 2025 holdings

Shares (Q3 2025)
9,975
Value
$1.70M
% of portfolio
0.1%
Quarters held
17
Since Q2 2021
Holdings of BX by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20259,975$1.70M0.1%−871−8.0%ReducedHolders
Q2 202510,846$1.62M0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202411,096$1.91M0.1%−3,052−21.6%ReducedHolders
Q3 202414,148$2.17M0.1%−147−1.0%ReducedHolders
Q2 202414,295$1.77M0.1%+776+5.7%AddedHolders
Q1 202413,519$1.78M0.1%−20.0%ReducedHolders
Q4 202313,521$1.77M0.1%+7,079+109.9%AddedHolders
Q3 20236,442$690.2K<0.1%+589+10.1%AddedHolders
Q2 20235,853$544.2K<0.1%−385−6.2%ReducedHolders
Q1 20236,238$548.0K<0.1%+2,448+64.6%AddedHolders
Q4 20223,790$281.2K<0.1%−296−7.2%ReducedHolders
Q3 20224,086$342.0K<0.1%+763+23.0%AddedHolders
Q2 20223,323$303.0K<0.1%+612+22.6%AddedHolders
Q1 20222,711$344.0K<0.1%+302+12.5%AddedHolders
Q4 20212,409$311.0K<0.1%+263+12.3%AddedHolders
Q3 20212,146$250.0K<0.1%+6+0.3%AddedHolders
Q2 20212,140$208.0K<0.1%+2,140NewHolders