CWM
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Compass Wealth Management’s Wyndham Hotels & Resorts WH Stock Holding History

Compass Wealth Management’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 		– Sell
-59
Closed -$5.34K – 419
2025
Q1 		$5.34K Hold
59
– – ﹤0.01% 378
2024
Q4 		$5.95K Hold
59
– – ﹤0.01% 363
2024
Q3 		$4.61K Hold
59
– – ﹤0.01% 374
2024
Q2 		$4.37K Buy
+59
New +$4.25K ﹤0.01% 376

Other funds holding WH

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Compass Wealth Management's WH Position: Q2 2025 in Review

Compass Wealth Management sold out of Wyndham Hotels & Resorts (WH) in Q2 2025, closing a stake of 59 shares — an estimated $5.34K sold.

Compass Wealth Management first reported a position in WH in Q2 2024 and held it in 4 quarters. The position peaked at $5.95K in Q4 2024. 462 funds tracked by Wall St. Rank hold WH as of Q2 2025.

  • Compass Wealth Management reported no remaining Wyndham Hotels & Resorts position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 59 Wyndham Hotels & Resorts shares in Q2 2025, an estimated $5.34K.
  • Compass Wealth Management first reported a position in Wyndham Hotels & Resorts in Q2 2024 and held it in 4 quarters.
  • Compass Wealth Management's Wyndham Hotels & Resorts position peaked at $5.95K in Q4 2024.
  • 462 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.