Institute for Wealth Management’s Wyndham Hotels & Resorts WH Stock Holding History

Institute for Wealth Management’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
2026 Q2	$23.7K	Buy	+282	New	+$23.4K	﹤0.01%	1075

Other funds holding WH

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Institute for Wealth Management's WH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Wyndham Hotels & Resorts (WH) in Q2 2026: 282 shares worth $23.7K. The stake represents ﹤0.01% of the portfolio and ranks #1075 among its holdings.

233 funds tracked by Wall St. Rank hold WH as of Q2 2026.

Institute for Wealth Management held 282 shares of Wyndham Hotels & Resorts worth $23.7K as of Q2 2026.
Wyndham Hotels & Resorts was a new Institute for Wealth Management position in Q2 2026.
Wyndham Hotels & Resorts made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1075 holding.
233 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.