Broadwater Capital’s Weyerhaeuser WY Stock Holding History

Broadwater Capital’s Portfolio WY Stock Details WY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34.5K	Hold	1,440	–	–	0.03%	113
2026 Q1	$34.1K	Hold	1,440	–	–	0.03%	115
2025 Q4	$34.1K	Hold	1,440	–	–	0.03%	115
2025 Q3	$35.7K	Sell	1,440 -35,554	-96%	-$909K	0.03%	117
2025 Q2	$37M	Buy	36,994 +35,554	+2,469%	+$930K	0.03%	118
2025 Q1	$42.2K	Hold	1,440	–	–	0.03%	113
2024 Q4	$40.5K	Hold	1,440	–	–	0.03%	116
2024 Q3	$48.8K	Sell	1,440 -640	-31%	-$19.7K	0.04%	118
2024 Q2	$59.1K	Hold	2,080	–	–	0.05%	114
2024 Q1	$74.7K	Hold	2,080	–	–	0.06%	104
2023 Q4	$72.3K	Buy	+2,080	New	+$64.7K	0.06%	107

Other funds holding WY

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Broadwater Capital's WY Position: Q2 2026 in Review

Broadwater Capital held its Weyerhaeuser (WY) position steady in Q2 2026 at 1,440 shares worth $34.5K. The position accounts for 0.03% of the portfolio, ranked #113.

Broadwater Capital first reported a position in WY in Q4 2023 and has held it in 11 quarters since. The position peaked at $37M in Q2 2025. 412 funds tracked by Wall St. Rank hold WY as of Q2 2026.

Broadwater Capital held 1,440 shares of Weyerhaeuser worth $34.5K as of Q2 2026.
Broadwater Capital left its Weyerhaeuser share count unchanged in Q2 2026.
Weyerhaeuser made up 0.03% of Broadwater Capital's portfolio in Q2 2026, its #113 holding.
Broadwater Capital first reported a position in Weyerhaeuser in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Weyerhaeuser position peaked at $37M in Q2 2025.
412 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.