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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Creative Planning's WY Position: Q1 2026 in Review

Creative Planning reduced its Weyerhaeuser (WY) stake by 7.3% in Q1 2026, selling an estimated $211K and leaving 107,189 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Creative Planning first reported a position in WY in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.13M in Q2 2018. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • Creative Planning held 107,189 shares of Weyerhaeuser worth $2.62M as of Q1 2026.
  • Creative Planning sold 8,389 Weyerhaeuser shares in Q1 2026, an estimated $211K.
  • Weyerhaeuser made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1689 holding.
  • Creative Planning first reported a position in Weyerhaeuser in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Weyerhaeuser position peaked at $3.13M in Q2 2018.
  • 895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.