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
2019 Q1	–	Sell	-1,500	Closed	-$1K	–	2096
2018 Q4	$1K	Buy	+1,500	New	+$40K	﹤0.01%	1937

Other funds holding WY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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.