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SOA Wealth Advisors’s Wyndham Hotels & Resorts WH Stock Holding History

SOA Wealth 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
2026
Q2 		$13.3K Hold
158
– – ﹤0.01% 568
2026
Q1 		$12.8K Hold
158
– – ﹤0.01% 552
2025
Q4 		$11.9K Hold
158
– – ﹤0.01% 574
2025
Q3 		$12.6K Hold
158
– – ﹤0.01% 582
2025
Q2 		$12.8K Buy
+158
New +$13.2K ﹤0.01% 569

Other funds holding WH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

SOA Wealth Advisors's WH Position: Q2 2026 in Review

SOA Wealth Advisors held its Wyndham Hotels & Resorts (WH) position steady in Q2 2026 at 158 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

SOA Wealth Advisors first reported a position in WH in Q2 2025 and has held it in 5 quarters since. 471 funds tracked by Wall St. Rank hold WH as of Q2 2026.

  • SOA Wealth Advisors held 158 shares of Wyndham Hotels & Resorts worth $13.3K as of Q2 2026.
  • SOA Wealth Advisors left its Wyndham Hotels & Resorts share count unchanged in Q2 2026.
  • Wyndham Hotels & Resorts made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #568 holding.
  • SOA Wealth Advisors first reported a position in Wyndham Hotels & Resorts in Q2 2025 and has held it in 5 quarters since.
  • 471 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.