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Waverly Advisors’s Weyerhaeuser WY Stock Holding History

Waverly Advisors’s Portfolio WY Stock Details WY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.17M Buy
88,648
+5,429
+7% +$137K 0.02% 629
2025
Q4 		$1.97M Buy
83,219
+70,309
+545% +$1.63M 0.02% 604
2025
Q3 		$320K Sell
12,910
-372
-3% -$9.51K ﹤0.01% 1014
2025
Q2 		$341K Buy
13,282
+1,530
+13% +$40K ﹤0.01% 921
2025
Q1 		$344K Buy
11,752
+922
+9% +$27.4K ﹤0.01% 884
2024
Q4 		$305K Buy
10,830
+343
+3% +$10.7K ﹤0.01% 817
2024
Q3 		$355K Buy
10,487
+42
+0.4% +$1.29K 0.01% 643
2024
Q2 		$297K Buy
10,445
+3,987
+62% +$123K 0.01% 666
2024
Q1 		$232K Buy
6,458
+577
+10% +$19.5K 0.01% 623
2023
Q4 		$204K Buy
+5,881
New +$183K 0.01% 427
2018
Q4 		– Sell
-6,436
Closed -$208K – 198
2018
Q3 		$208K Buy
6,436
+572
+10% +$19.9K 0.03% 176
2018
Q2 		$214K Hold
5,864
– – 0.03% 173
2018
Q1 		$205K Buy
5,864
+4,312
+278% +$152K 0.03% 168
2017
Q4 		$55K Buy
+1,552
New +$54.9K 0.01% 248
2014
Q1 		– Sell
-85
Closed -$3K – 839
2013
Q4 		$3K Hold
85
– – ﹤0.01% 756
2013
Q3 		$2K Buy
+85
New +$2.41K ﹤0.01% 552

Other funds holding WY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Waverly Advisors's WY Position: Q1 2026 in Review

Waverly Advisors increased its Weyerhaeuser (WY) stake by 6.5% in Q1 2026, buying an estimated $137K and bringing the position to 88,648 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #629.

Waverly Advisors first reported a position in WY in Q3 2013 and has held it in 16 quarters since. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • Waverly Advisors held 88,648 shares of Weyerhaeuser worth $2.17M as of Q1 2026.
  • Waverly Advisors bought 5,429 Weyerhaeuser shares in Q1 2026, an estimated $137K.
  • Weyerhaeuser made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #629 holding.
  • Waverly Advisors first reported a position in Weyerhaeuser in Q3 2013 and has held it in 16 quarters since.
  • 895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.