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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

HTGC holding history

Hercules Capital, 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.

HTGC overviewAll 13F holders of HTGCFull Q3 2025 holdings

Shares (Q3 2025)
17,018
Value
$321.8K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2021
Holdings of HTGC by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202517,018$321.8K<0.1%+17,018NewHolders
Q1 20240$00.0%−14,368−100.0%Sold outHolders
Q4 202314,368$239.5K<0.1%00.0%UnchangedHolders
Q3 202314,368$235.9K<0.1%00.0%UnchangedHolders
Q2 202314,368$212.6K<0.1%+113+0.8%AddedHolders
Q1 202314,255$183.7K<0.1%+205+1.5%AddedHolders
Q4 202214,050$185.7K<0.1%−13,200−48.4%ReducedHolders
Q3 202227,250$316.0K<0.1%+850+3.2%AddedHolders
Q2 202226,400$356.0K<0.1%+13,200+100.0%AddedHolders
Q1 202213,200$239.0K<0.1%00.0%UnchangedHolders
Q4 202113,200$219.0K<0.1%+13,200NewHolders