Avantax Advisory Services’s Wyndham Hotels & Resorts WH Stock Holding History

Avantax Advisory Services’s Portfolio WH Stock Details WH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$388K	Sell	4,777 -238	-5%	-$19.9K	﹤0.01%	1737
2025 Q1	$454K	Buy	5,015 +135	+3%	+$13.7K	﹤0.01%	1564
2024 Q4	$492K	Buy	4,880 +60	+1%	+$5.57K	﹤0.01%	1459
2024 Q3	$377K	Buy	4,820 +1,933	+67%	+$147K	﹤0.01%	1599
2024 Q2	$214K	Buy	+2,887	New	+$208K	﹤0.01%	1911
2022 Q4	–	Sell	-3,964	Closed	-$243K	–	1468
2022 Q3	$243K	Buy	+3,964	New	+$265K	﹤0.01%	1109

Other funds holding WH

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's WH Position: Q2 2025 in Review

Avantax Advisory Services reduced its Wyndham Hotels & Resorts (WH) stake by 4.7% in Q2 2025, selling an estimated $19.9K and leaving 4,777 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Avantax Advisory Services first reported a position in WH in Q3 2022 and has held it in 6 quarters since. The position peaked at $492K in Q4 2024. 461 funds tracked by Wall St. Rank hold WH as of Q2 2025.

Avantax Advisory Services held 4,777 shares of Wyndham Hotels & Resorts worth $388K as of Q2 2025.
Avantax Advisory Services sold 238 Wyndham Hotels & Resorts shares in Q2 2025, an estimated $19.9K.
Wyndham Hotels & Resorts made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1737 holding.
Avantax Advisory Services first reported a position in Wyndham Hotels & Resorts in Q3 2022 and has held it in 6 quarters since.
Avantax Advisory Services's Wyndham Hotels & Resorts position peaked at $492K in Q4 2024.
461 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.