Wetherby Asset Management Inc

SEC CIK: 0001279627
Latest filing: Nov 14, 2025

SEC filings (opens in a new tab)

EXEL holding history

Exelixis, 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.

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

Shares (Q3 2025): 6,912
Value: $285.5K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2024

Holdings of EXEL by Wetherby Asset Management Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	6,912	$285.5K	<0.1%	−83−1.2%	Reduced	Holders
Q2 2025	6,995	$308.3K	<0.1%	–	No prior filing	Holders
Q1 2025	–	–	–	–	Not filed	Holders
Q4 2024	7,015	$233.6K	<0.1%	+7,015	New	Holders