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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

MA holding history

Mastercard 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.

MA overviewAll 13F holders of MAFull Q3 2025 holdings

Shares (Q3 2025)
27,323
Value
$15.5M
% of portfolio
0.6%
Quarters held
18
Since Q1 2021
Holdings of MA by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202527,323$15.5M0.6%−36−0.1%ReducedHolders
Q2 202527,359$15.4M0.7%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202423,366$12.3M0.6%−704−2.9%ReducedHolders
Q3 202424,070$11.9M0.5%−392−1.6%ReducedHolders
Q2 202424,462$10.8M0.5%+319+1.3%AddedHolders
Q1 202424,143$11.6M0.6%+172+0.7%AddedHolders
Q4 202323,971$10.2M0.5%+116+0.5%AddedHolders
Q3 202323,855$9.44M0.5%+199+0.8%AddedHolders
Q2 202323,656$9.30M0.5%+556+2.4%AddedHolders
Q1 202323,100$8.39M0.5%+418+1.8%AddedHolders
Q4 202222,682$7.89M0.5%+1,633+7.8%AddedHolders
Q3 202221,049$5.99M0.4%−335−1.6%ReducedHolders
Q2 202221,384$6.75M0.5%−31−0.1%ReducedHolders
Q1 202221,415$7.65M0.4%+1,261+6.3%AddedHolders
Q4 202120,154$7.24M0.4%+74+0.4%AddedHolders
Q3 202120,080$6.98M0.4%−713−3.4%ReducedHolders
Q2 202120,793$7.59M0.5%+952+4.8%AddedHolders
Q1 202119,841$7.07M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.