WCG Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.06M Buy
64,924
+45,732
+238% +$796K 0.03% 401
2026
Q1
$330K Sell
19,192
-272
-1% -$4.88K 0.01% 499
2025
Q4
$351K Buy
+19,464
New +$358K 0.01% 478
2024
Q2
– Sell
-13,332
Closed -$271K – 302
2024
Q1
$271K Sell
13,332
-400
-3% -$8.1K 0.02% 251
2023
Q4
$289K Buy
+13,732
New +$270K 0.02% 283

Other funds holding STWD

WCG Wealth Advisors's STWD Position: Q2 2026 in Review

WCG Wealth Advisors increased its Starwood Property Trust (STWD) stake by 238% in Q2 2026, buying an estimated $796K and bringing the position to 64,924 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #401.

WCG Wealth Advisors first reported a position in STWD in Q4 2023 and has held it in 5 quarters since. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • WCG Wealth Advisors held 64,924 shares of Starwood Property Trust worth $1.06M as of Q2 2026.
  • WCG Wealth Advisors bought 45,732 Starwood Property Trust shares in Q2 2026, an estimated $796K.
  • Starwood Property Trust made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #401 holding.
  • WCG Wealth Advisors first reported a position in Starwood Property Trust in Q4 2023 and has held it in 5 quarters since.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.