RA
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Rise Advisors’s Wyndham Hotels & Resorts WH Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-157
Closed -$12.5K – 1429
2025
Q3 		$12.5K Hold
157
– – ﹤0.01% 867
2025
Q2 		$12.8K Hold
157
– – 0.01% 847
2025
Q1 		$14.2K Buy
+157
New +$15.9K 0.01% 738
2023
Q3 		– Sell
-487
Closed -$33.4K – 698
2023
Q2 		$33.4K Hold
487
– – 0.03% 188
2023
Q1 		$33K Hold
487
– – 0.02% 194
2022
Q4 		$34.7K Hold
487
– – 0.03% 183
2022
Q3 		$30K Hold
487
– – 0.02% 204
2022
Q2 		$32K Hold
487
– – 0.03% 189
2022
Q1 		$41K Sell
487
-3
-0.6% -$255 0.04% 165
2021
Q4 		$43.9K Buy
+490
New +$40.9K 0.04% 160

Other funds holding WH

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return