PWA
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Principia Wealth Advisory’s Wyndham Hotels & Resorts WH Stock Holding History

Principia Wealth Advisory’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
Q1 		– Sell
-1
Closed -$76 – 1085
2025
Q4 		$76 Sell
1
-3
-75% -$226 ﹤0.01% 989
2025
Q3 		$320 Hold
4
– – ﹤0.01% 851
2025
Q2 		$325 Buy
+4
New +$335 ﹤0.01% 840

Other funds holding WH

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Vanguard Portfolio Management
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Vanguard Capital Management
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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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principia Wealth Advisory's WH Position: Q1 2026 in Review

Principia Wealth Advisory sold out of Wyndham Hotels & Resorts (WH) in Q1 2026, closing a stake of 1 share — an estimated $76 sold.

Principia Wealth Advisory first reported a position in WH in Q2 2025 and held it in 3 quarters. The position peaked at $325 in Q2 2025. 436 funds tracked by Wall St. Rank hold WH as of Q1 2026.

  • Principia Wealth Advisory reported no remaining Wyndham Hotels & Resorts position as of Q1 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 1 Wyndham Hotels & Resorts share in Q1 2026, an estimated $76.
  • Principia Wealth Advisory first reported a position in Wyndham Hotels & Resorts in Q2 2025 and held it in 3 quarters.
  • Principia Wealth Advisory's Wyndham Hotels & Resorts position peaked at $325 in Q2 2025.
  • 436 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q1 2026.

Based on Principia Wealth Advisory's 13F filing for Q1 2026, filed 26 Aug 2026.