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Livermore
Livermore
ZHEN

Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

WAL holding history

Western Alliance Bancorporation 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.

WAL overviewAll 13F holders of WALFull Q3 2025 holdings

Shares (Q3 2025)
4,326
Value
$375.2K
% of portfolio
<0.1%
Quarters held
15
Since Q2 2021
Holdings of WAL by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20254,326$375.2K<0.1%00.0%UnchangedHolders
Q2 20254,326$337.3K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20244,349$363.3K<0.1%00.0%UnchangedHolders
Q3 20244,349$376.1K<0.1%00.0%UnchangedHolders
Q2 20244,349$273.2K<0.1%00.0%UnchangedHolders
Q1 20244,349$279.2K<0.1%+23+0.5%AddedHolders
Q4 20234,326$284.6K<0.1%+4,326NewHolders
Q2 20230$00.0%−8,636−100.0%Sold outHolders
Q1 20238,636$306.9K<0.1%+254+3.0%AddedHolders
Q4 20228,382$499.2K<0.1%+76+0.9%AddedHolders
Q3 20228,306$546.0K<0.1%−512−5.8%ReducedHolders
Q2 20228,818$622.0K<0.1%+50+0.6%AddedHolders
Q1 20228,768$726.0K<0.1%+65+0.7%AddedHolders
Q4 20218,703$937.0K0.1%−733−7.8%ReducedHolders
Q3 20219,436$1.03M0.1%+5+0.1%AddedHolders
Q2 20219,431$875.0K0.1%+9,431NewHolders