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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

VOYA holding history

Voya Financial, 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.

VOYA overviewAll 13F holders of VOYAFull Q3 2025 holdings

Shares (Q3 2025)
4,120
Value
$308.2K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of VOYA by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20254,120$308.2K<0.1%+357+9.5%AddedHolders
Q2 20253,763$267.2K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20243,534$243.2K<0.1%−316−8.2%ReducedHolders
Q3 20243,850$305.0K<0.1%+9+0.2%AddedHolders
Q2 20243,841$273.3K<0.1%−154−3.9%ReducedHolders
Q1 20243,995$295.3K<0.1%−282−6.6%ReducedHolders
Q4 20234,277$312.1K<0.1%+405+10.5%AddedHolders
Q3 20233,872$257.3K<0.1%+18+0.5%AddedHolders
Q2 20233,854$276.4K<0.1%+397+11.5%AddedHolders
Q1 20233,457$247.0K<0.1%+122+3.7%AddedHolders
Q4 20223,335$205.1K<0.1%+3,335NewHolders
Q3 20220$00.0%−3,935−100.0%Sold outHolders
Q2 20223,935$234.0K<0.1%−1,871−32.2%ReducedHolders
Q1 20225,806$385.0K<0.1%+28+0.5%AddedHolders
Q4 20215,778$383.0K<0.1%+246+4.4%AddedHolders
Q3 20215,532$340.0K<0.1%−83−1.5%ReducedHolders
Q2 20215,615$345.0K<0.1%−3−0.1%ReducedHolders
Q1 20215,618$358.0K<0.1%––Holders

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