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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

EOD holding history

Allspring Global Dividend Opportunity Fund 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.

EOD overviewAll 13F holders of EODFull Q3 2025 holdings

Shares (Q3 2025)
77,010
Value
$439.0K
% of portfolio
<0.1%
Quarters held
12
Since Q2 2021
Holdings of EOD by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202577,010$439.0K<0.1%00.0%UnchangedHolders
Q2 202577,010$415.1K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202438,204$189.9K<0.1%00.0%UnchangedHolders
Q3 202438,204$191.4K<0.1%00.0%UnchangedHolders
Q2 202438,204$185.7K<0.1%00.0%UnchangedHolders
Q1 202438,204$183.4K<0.1%+38,204NewHolders
Q4 20220$00.0%−15,771−100.0%Sold outHolders
Q3 202215,771$65.0K<0.1%−15,771−50.0%ReducedHolders
Q2 202231,542$138.0K<0.1%+15,771+100.0%AddedHolders
Q1 202215,771$84.0K<0.1%+1,000+6.8%AddedHolders
Q4 202114,771$87.0K<0.1%00.0%UnchangedHolders
Q3 202114,771$82.0K<0.1%00.0%UnchangedHolders
Q2 202114,771$85.0K<0.1%+14,771NewHolders