Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Wyndham Hotels & Resorts WH Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-3,743
Closed -$377K – 1787
2024
Q4 		$377K Buy
3,743
+363
+11% +$33.7K ﹤0.01% 1377
2024
Q3 		$264K Buy
+3,380
New +$257K ﹤0.01% 1513

Other funds holding WH

Capital Research Global Investors
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions's WH Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Wyndham Hotels & Resorts (WH) in Q1 2025, closing a stake of 3,743 shares — an estimated $377K sold.

Envestnet Portfolio Solutions first reported a position in WH in Q3 2024 and held it in 2 quarters. The position peaked at $377K in Q4 2024. 475 funds tracked by Wall St. Rank hold WH as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Wyndham Hotels & Resorts position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,743 Wyndham Hotels & Resorts shares in Q1 2025, an estimated $377K.
  • Envestnet Portfolio Solutions first reported a position in Wyndham Hotels & Resorts in Q3 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Wyndham Hotels & Resorts position peaked at $377K in Q4 2024.
  • 475 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.