WE
WY icon

Wealth Effects’s Weyerhaeuser WY Stock Holding History

Wealth Effects’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
Q2 		$599K Hold
25,000
– – 0.16% 115
2026
Q1 		$611K Buy
25,000
+7,500
+43% +$189K 0.22% 89
2025
Q4 		$415K Sell
17,500
-1,000
-5% -$23.1K 0.13% 122
2025
Q3 		$459K Buy
18,500
+4,500
+32% +$115K 0.15% 119
2025
Q2 		$360K Buy
+14,000
New +$366K 0.13% 124

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Wealth Effects's WY Position: Q2 2026 in Review

Wealth Effects held its Weyerhaeuser (WY) position steady in Q2 2026 at 25,000 shares worth $599K. The position accounts for 0.16% of the portfolio, ranked #115.

Wealth Effects first reported a position in WY in Q2 2025 and has held it in 5 quarters since. The position peaked at $611K in Q1 2026. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Wealth Effects held 25,000 shares of Weyerhaeuser worth $599K as of Q2 2026.
  • Wealth Effects left its Weyerhaeuser share count unchanged in Q2 2026.
  • Weyerhaeuser made up 0.16% of Wealth Effects's portfolio in Q2 2026, its #115 holding.
  • Wealth Effects first reported a position in Weyerhaeuser in Q2 2025 and has held it in 5 quarters since.
  • Wealth Effects's Weyerhaeuser position peaked at $611K in Q1 2026.
  • 901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.