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Essential Investment Partners’s Weyerhaeuser WY Stock Holding History

Essential Investment Partners’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
2026
Q2 		$73.9K Buy
3,085
+1,225
+66% +$29.8K 0.06% 136
2026
Q1 		$45.4K Buy
1,860
+500
+37% +$12.6K 0.04% 152
2025
Q4 		$32.2K Buy
+1,360
New +$31.5K 0.03% 153

Other funds holding WY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Essential Investment Partners's WY Position: Q2 2026 in Review

Essential Investment Partners increased its Weyerhaeuser (WY) stake by 66% in Q2 2026, buying an estimated $29.8K and bringing the position to 3,085 shares worth $73.9K. The position accounts for 0.06% of the portfolio, ranked #136.

Essential Investment Partners first reported a position in WY in Q4 2025 and has held it in 3 quarters since. 188 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Essential Investment Partners held 3,085 shares of Weyerhaeuser worth $73.9K as of Q2 2026.
  • Essential Investment Partners bought 1,225 Weyerhaeuser shares in Q2 2026, an estimated $29.8K.
  • Weyerhaeuser made up 0.06% of Essential Investment Partners's portfolio in Q2 2026, its #136 holding.
  • Essential Investment Partners first reported a position in Weyerhaeuser in Q4 2025 and has held it in 3 quarters since.
  • 188 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.