Sowell Financial Services’s Wyndham Hotels & Resorts WH Stock Holding History

Sowell Financial Services’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 Q3	–	Sell	-21,396	Closed	-$1.74M	–	1139
2025 Q2	$1.74M	Sell	21,396 -2,546	-11%	-$213K	0.07%	295
2025 Q1	$2.17M	Buy	+23,942	New	+$2.43M	0.1%	218
2021 Q2	–	Sell	-20	Closed	-$1K	–	2729
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	3029
2020 Q4	$1K	Sell	20 -68	-77%	-$3.67K	﹤0.01%	2633
2020 Q3	$4K	Hold	88	–	–	﹤0.01%	2088
2020 Q2	$4K	Hold	88	–	–	﹤0.01%	1999
2020 Q1	$3K	Buy	88 +26	+42%	+$1.32K	﹤0.01%	2018
2019 Q4	$4K	Buy	62 +7	+13%	+$389	﹤0.01%	2017
2019 Q3	$3K	Buy	+55	New	+$3.01K	﹤0.01%	1994

Other funds holding WH

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sowell Financial Services's WH Position: Q3 2025 in Review

Sowell Financial Services sold out of Wyndham Hotels & Resorts (WH) in Q3 2025, closing a stake of 21,396 shares — an estimated $1.74M sold.

Sowell Financial Services first reported a position in WH in Q3 2019 and held it in 9 quarters. The position peaked at $2.17M in Q1 2025. 438 funds tracked by Wall St. Rank hold WH as of Q3 2025.

Sowell Financial Services reported no remaining Wyndham Hotels & Resorts position as of Q3 2025 after selling out during the quarter.
Sowell Financial Services sold 21,396 Wyndham Hotels & Resorts shares in Q3 2025, an estimated $1.74M.
Sowell Financial Services first reported a position in Wyndham Hotels & Resorts in Q3 2019 and held it in 9 quarters.
Sowell Financial Services's Wyndham Hotels & Resorts position peaked at $2.17M in Q1 2025.
438 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.