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 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 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 New York $59B AUM 32.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealth Effects's WY Position: Q1 2026 in Review

Wealth Effects increased its Weyerhaeuser (WY) stake by 43% in Q1 2026, buying an estimated $189K and bringing the position to 25,000 shares worth $611K. The position accounts for 0.22% of the portfolio, ranked #89.

Wealth Effects first reported a position in WY in Q2 2025 and has held it in 4 quarters since. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

Wealth Effects held 25,000 shares of Weyerhaeuser worth $611K as of Q1 2026.
Wealth Effects bought 7,500 Weyerhaeuser shares in Q1 2026, an estimated $189K.
Weyerhaeuser made up 0.22% of Wealth Effects's portfolio in Q1 2026, its #89 holding.
Wealth Effects first reported a position in Weyerhaeuser in Q2 2025 and has held it in 4 quarters since.
895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.