Equitable Trust’s Weyerhaeuser WY Stock Holding History

Equitable Trust’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
2025 Q2	–	Sell	-16,065	Closed	-$470K	–	476
2025 Q1	$470K	Hold	16,065	–	–	0.03%	316
2024 Q4	$452K	Buy	16,065 +38	+0.2%	+$1.19K	0.03%	337
2024 Q3	$543K	Buy	+16,027	New	+$493K	0.03%	297
2021 Q1	–	Sell	-8,991	Closed	-$302K	–	381
2020 Q4	$302K	Hold	8,991	–	–	0.02%	291
2020 Q3	$256K	Hold	8,991	–	–	0.02%	287
2020 Q2	$202K	Buy	+8,991	New	+$182K	0.02%	303

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Equitable Trust's WY Position: Q2 2025 in Review

Equitable Trust sold out of Weyerhaeuser (WY) in Q2 2025, closing a stake of 16,065 shares — an estimated $470K sold.

Equitable Trust first reported a position in WY in Q2 2020 and held it in 6 quarters. The position peaked at $543K in Q3 2024. 897 funds tracked by Wall St. Rank hold WY as of Q2 2025.

Equitable Trust reported no remaining Weyerhaeuser position as of Q2 2025 after selling out during the quarter.
Equitable Trust sold 16,065 Weyerhaeuser shares in Q2 2025, an estimated $470K.
Equitable Trust first reported a position in Weyerhaeuser in Q2 2020 and held it in 6 quarters.
Equitable Trust's Weyerhaeuser position peaked at $543K in Q3 2024.
897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Equitable Trust's 13F filing for Q2 2025, filed 23 Jul 2025.