LRI Investments’s Wyndham Hotels & Resorts WH Stock Holding History

LRI Investments’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	$20.2K	Buy	239 +5	+2%	+$414	﹤0.01%	763
2026 Q1	$19K	Hold	234	–	–	﹤0.01%	707
2025 Q4	$17.7K	Hold	234	–	–	﹤0.01%	739
2025 Q3	$18.7K	Hold	234	–	–	﹤0.01%	739
2025 Q2	$19K	Hold	234	–	–	﹤0.01%	720
2025 Q1	$21.2K	Hold	234	–	–	﹤0.01%	662
2024 Q4	$23.6K	Hold	234	–	–	﹤0.01%	638
2024 Q3	$22.7K	Hold	234	–	–	﹤0.01%	637
2024 Q2	$17.3K	Hold	234	–	–	﹤0.01%	630
2024 Q1	$18K	Buy	+234	New	+$18.4K	﹤0.01%	393

Other funds holding WH

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return