Voya Financial, Inc.
US ˙ NYSE ˙ US9290891004

SecurityVOYA / Voya Financial, Inc.
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership4,120 shares
Latest Disclosed Value $ 308,176
Wetherby Asset Management Inc reports 9.49% increase in ownership of VOYA / Voya Financial, Inc.

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 4,120 shares of Voya Financial, Inc. (US:VOYA) valued at $308,176 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 3,763 shares of Voya Financial, Inc.. This represents a change in shares of 9.49% during the quarter. The current value of the position is $357,163 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2025-11-14 2025-09-30 13F VOYA FINANCIAL COM 929089100 4,120 357 9.49 308 15.36 0.0092
2025-08-14 2025-06-30 13F VOYA FINANCIAL COM 929089100 3,763 229 6.48 267 9.88 0.0119
2025-02-14 2024-12-31 13F VOYA FINANCIAL COM 929089100 3,534 -316 -8.21 243 -20.07 0.0117
2024-11-14 2024-09-30 13F VOYA FINANCIAL COM 929089100 3,850 9 0.23 305 11.36 0.0139
2024-08-14 2024-06-30 13F VOYA FINANCIAL COM 929089100 3,841 -154 -3.85 273 -7.46 0.0129
2024-05-15 2024-03-31 13F VOYA FINANCIAL COM 929089100 3,995 -282 -6.59 295 -5.45 0.0141
2024-02-14 2023-12-31 13F VOYA FINANCIAL COM 929089100 4,277 405 10.46 312 21.40 0.0163
2023-11-14 2023-09-30 13F VOYA FINANCIAL COM 929089100 3,872 18 0.47 257 -6.88 0.0146
2023-08-14 2023-06-30 13F VOYA FINANCIAL COM 929089100 3,854 397 11.48 276 11.74 0.0149
2023-05-12 2023-03-31 13F VOYA FINANCIAL COM 929089100 3,457 122 3.66 247 20.49 0.0145
2023-02-14 2022-12-31 13F VOYA FINANCIAL COM 929089100 3,335 3,335 205 0.0132
2022-11-14 2022-09-30 13F VOYA FINANCIAL COM 929089100 0 -3,935 -100.00 0 -100.00
2022-08-15 2022-06-30 13F VOYA FINANCIAL COM 929089100 3,935 -1,871 -32.23 234 -39.22 0.0160
2022-05-16 2022-03-31 13F VOYA FINANCIAL COM 929089100 5,806 28 0.48 385 0.52 0.0221
2022-02-14 2021-12-31 13F VOYA FINANCIAL COM 929089100 5,778 246 4.45 383 12.65 0.0215
2021-11-15 2021-09-30 13F VOYA FINANCIAL COM 929089100 5,532 -83 -1.48 340 -1.45 0.0210
2021-08-16 2021-06-30 13F VOYA FINANCIAL COM 929089100 5,615 -3 -0.05 345 -3.63 0.0210
2021-05-14 2021-03-31 13F VOYA FINANCIAL COM 929089100 5,618 -175 -3.02 358 4.99 0.0273
2021-02-11 2020-12-31 13F VOYA FINANCIAL COM 929089100 5,793 -293 -4.81 341 16.78 0.0231
2020-12-16 2020-09-30 13F/A-01 VOYA FINANCIAL COM 929089100 6,086 -224 -3.55 292 -0.68 0.0268
2020-11-13 2020-09-30 13F VOYA FINANCIAL COM 929089100 6,086 -224 292 18,573.7639
2020-08-14 2020-06-30 13F VOYA FINANCIAL COM 929089100 6,310 -4,410 -41.14 294 -32.41 0.0279
2020-05-06 2020-03-31 13F VOYA FINANCIAL COM 929089100 10,720 2,660 33.00 435 -11.41 0.0488
2020-01-28 2019-12-31 13F VOYA FINL COM 929089100 8,060 550 7.32 491 20.05 0.0484
2019-10-31 2019-09-30 13F VOYA FINL COM 929089100 7,510 419 5.91 409 4.34 0.0427
2019-07-25 2019-06-30 13F VOYA FINL COM 929089100 7,091 400 5.98 392 17.37 0.0429
2019-07-25 2019-03-31 13F/A-1 VOYA FINL COM 929089100 6,691 1,285 23.77 334 53.92 0.0416
2019-05-09 2019-03-31 13F VOYA FINL COM 929089100 6,691 1,285 334
2019-01-30 2018-12-31 13F VOYA FINL COM 929089100 5,406 137 2.60 217 -17.18 0.0307
2018-11-07 2018-09-30 13F VOYA FINL COM 929089100 5,269 930 21.43 262 28.43 0.0324
2018-07-24 2018-06-30 13F VOYA FINL COM 929089100 4,339 4,339 204 0.0276
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.