UCFA
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United Capital Financial Advisors’s Wyndham Hotels & Resorts WH Stock Holding History

United Capital Financial 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 		$340K Sell
4,039
-1,397
-26% -$116K ﹤0.01% 1311
2026
Q1 		$442K Buy
5,436
+1,576
+41% +$124K ﹤0.01% 1125
2025
Q4 		$292K Buy
3,860
+460
+14% +$34.7K ﹤0.01% 1179
2025
Q3 		$272K Buy
3,400
+85
+3% +$7.32K ﹤0.01% 1050
2025
Q2 		$269K Sell
3,315
-175
-5% -$14.6K ﹤0.01% 960
2025
Q1 		$316K Buy
3,490
+18
+0.5% +$1.83K ﹤0.01% 876
2024
Q4 		$350K Sell
3,472
-33
-0.9% -$3.06K ﹤0.01% 837
2024
Q3 		$274K Sell
3,505
-503
-13% -$38.2K ﹤0.01% 909
2024
Q2 		$297K Buy
4,008
+90
+2% +$6.48K ﹤0.01% 856
2024
Q1 		$301K Buy
3,918
+212
+6% +$16.6K ﹤0.01% 874
2023
Q4 		$298K Buy
3,706
+677
+22% +$50.9K ﹤0.01% 868
2023
Q3 		$211K Buy
+3,029
New +$225K ﹤0.01% 791
2023
Q2 		– Sell
-3,513
Closed -$238K – 986
2023
Q1 		$238K Buy
3,513
+488
+16% +$36K ﹤0.01% 884
2022
Q4 		$216K Sell
3,025
-3,503
-54% -$248K ﹤0.01% 965
2022
Q3 		$400K Sell
6,528
-4,690
-42% -$314K ﹤0.01% 816
2022
Q2 		$737K Buy
11,218
+3,440
+44% +$271K ﹤0.01% 697
2022
Q1 		$659K Buy
7,778
+356
+5% +$30.3K ﹤0.01% 773
2021
Q4 		$665K Buy
+7,422
New +$620K ﹤0.01% 785

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 $3.38T AUM 44.17% 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 40.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

United Capital Financial Advisors's WH Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Wyndham Hotels & Resorts (WH) stake by 26% in Q2 2026, selling an estimated $116K and leaving 4,039 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

United Capital Financial Advisors first reported a position in WH in Q4 2021 and has held it in 18 quarters since. The position peaked at $737K in Q2 2022. 476 funds tracked by Wall St. Rank hold WH as of Q2 2026.

  • United Capital Financial Advisors held 4,039 shares of Wyndham Hotels & Resorts worth $340K as of Q2 2026.
  • United Capital Financial Advisors sold 1,397 Wyndham Hotels & Resorts shares in Q2 2026, an estimated $116K.
  • Wyndham Hotels & Resorts made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1311 holding.
  • United Capital Financial Advisors first reported a position in Wyndham Hotels & Resorts in Q4 2021 and has held it in 18 quarters since.
  • United Capital Financial Advisors's Wyndham Hotels & Resorts position peaked at $737K in Q2 2022.
  • 476 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.