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 Q3	$476K	Hold	25,000	–	–	0.13%	137
2026 Q2	$598K	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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Wealth Effects's WY Position: Q3 2026 in Review

Wealth Effects held its Weyerhaeuser (WY) position steady in Q3 2026 at 25,000 shares worth $476K. The position accounts for 0.13% of the portfolio, ranked #137.

Wealth Effects first reported a position in WY in Q2 2025 and has held it in 6 quarters since. The position peaked at $611K in Q1 2026. 308 funds tracked by Wall St. Rank hold WY as of Q3 2026.

Wealth Effects held 25,000 shares of Weyerhaeuser worth $476K as of Q3 2026.
Wealth Effects left its Weyerhaeuser share count unchanged in Q3 2026.
Weyerhaeuser made up 0.13% of Wealth Effects's portfolio in Q3 2026, its #137 holding.
Wealth Effects first reported a position in Weyerhaeuser in Q2 2025 and has held it in 6 quarters since.
Wealth Effects's Weyerhaeuser position peaked at $611K in Q1 2026.
308 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2026.

Based on Wealth Effects's 13F filing for Q3 2026, filed 23 Oct 2026.