TWD
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True Wealth Design’s Wyndham Hotels & Resorts WH Stock Holding History

True Wealth Design’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
Q3 		$21.4K Buy
298
+163
+121% +$12.1K 0.01% 804
2026
Q2 		$11.4K Buy
+135
New +$11.2K ﹤0.01% 1022
2025
Q4 		– Sell
-16
Closed -$1.28K – 2845
2025
Q3 		$1.28K Buy
16
+15
+1,500% +$1.29K ﹤0.01% 1663
2025
Q2 		$82 Hold
1
– – ﹤0.01% 2290
2025
Q1 		$91 Buy
+1
New +$101 ﹤0.01% 2225

Other funds holding WH

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
WCM
Washington Capital Management Seattle, Washington $148M AUM 21.98% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
MJPCFAI
Michael J. Porro & Co. Financial Advisors, Inc. Old Tappan, New Jersey $166M AUM 78.97% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

True Wealth Design's WH Position: Q3 2026 in Review

True Wealth Design increased its Wyndham Hotels & Resorts (WH) stake by 121% in Q3 2026, buying an estimated $12.1K and bringing the position to 298 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #804.

True Wealth Design first reported a position in WH in Q1 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold WH as of Q3 2026.

  • True Wealth Design held 298 shares of Wyndham Hotels & Resorts worth $21.4K as of Q3 2026.
  • True Wealth Design bought 163 Wyndham Hotels & Resorts shares in Q3 2026, an estimated $12.1K.
  • Wyndham Hotels & Resorts made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #804 holding.
  • True Wealth Design first reported a position in Wyndham Hotels & Resorts in Q1 2025 and has held it in 5 quarters since.
  • 43 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.