Wetherby Asset Management Inc

SEC CIK: 0001279627
Latest filing: Nov 14, 2025

SEC filings (opens in a new tab)

WEX holding history

WEX 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.

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

Shares (Q3 2025): 1,474
Value: $232.2K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2024

Holdings of WEX by Wetherby Asset Management Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	1,474	$232.2K	<0.1%	+1,474	New	Holders
Q1 2025	–	–	–	–	Not filed	Holders
Q4 2024	1,168	$204.8K	<0.1%	+174+17.5%	Added	Holders
Q3 2024	994	$208.5K	<0.1%	+994	New	Holders