Creative Planning
WY icon

Creative Planning’s Weyerhaeuser WY Stock Holding History

Creative Planning’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
2020
Q3 		– Sell
-10,000
Closed -$2K – 2292
2020
Q2 		$2K Buy
+10,000
New +$202K ﹤0.01% 1967
2018
Q2 		– Sell
-1,000
Closed -$1K – 2185
2018
Q1 		$1K Buy
+1,000
New +$35.3K ﹤0.01% 2032

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Creative Planning's WY Position: Q2 2026 in Review

Creative Planning increased its Weyerhaeuser (WY) stake by 25% in Q2 2026, buying an estimated $646K and bringing the position to 133,798 shares worth $3.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Creative Planning first reported a position in WY in Q2 2013 and has held it in 53 quarters since. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Creative Planning held 133,798 shares of Weyerhaeuser worth $3.2M as of Q2 2026.
  • Creative Planning bought 26,609 Weyerhaeuser shares in Q2 2026, an estimated $646K.
  • Weyerhaeuser made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1732 holding.
  • Creative Planning first reported a position in Weyerhaeuser in Q2 2013 and has held it in 53 quarters since.
  • 901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.