UFF
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USA Financial Formulas’s Wyndham Hotels & Resorts WH Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-3,469
Closed -$314K – 363
2025
Q1 		$314K Buy
+3,469
New +$352K 0.05% 106

Other funds holding WH

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

USA Financial Formulas's WH Position: Q2 2025 in Review

USA Financial Formulas sold out of Wyndham Hotels & Resorts (WH) in Q2 2025, closing a stake of 3,469 shares — an estimated $314K sold.

USA Financial Formulas first reported a position in WH in Q1 2025 and held it in 1 quarter. The position peaked at $314K in Q1 2025. 462 funds tracked by Wall St. Rank hold WH as of Q2 2025.

  • USA Financial Formulas reported no remaining Wyndham Hotels & Resorts position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 3,469 Wyndham Hotels & Resorts shares in Q2 2025, an estimated $314K.
  • USA Financial Formulas first reported a position in Wyndham Hotels & Resorts in Q1 2025 and held it in 1 quarter.
  • USA Financial Formulas's Wyndham Hotels & Resorts position peaked at $314K in Q1 2025.
  • 462 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.