Wealth Enhancement Advisory Services
WY icon

Wealth Enhancement Advisory Services’s Weyerhaeuser WY Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.99M Buy
84,787
+4,862
+6% +$118K ﹤0.01% 1570
2026
Q1 		$1.95M Sell
79,925
-10,894
-12% -$274K ﹤0.01% 1400
2025
Q4 		$2.18M Buy
90,819
+3,451
+4% +$79.8K ﹤0.01% 1462
2025
Q3 		$2.13M Buy
87,368
+13,023
+18% +$333K ﹤0.01% 1396
2025
Q2 		$1.96M Buy
74,345
+191
+0.3% +$5K ﹤0.01% 1358
2025
Q1 		$2.17M Buy
74,154
+1,524
+2% +$45.3K ﹤0.01% 1202
2024
Q4 		$2.04M Buy
72,630
+10,556
+17% +$329K ﹤0.01% 1179
2024
Q3 		$2.1M Buy
62,074
+283
+0.5% +$8.7K ﹤0.01% 1017
2024
Q2 		$1.75M Buy
61,791
+550
+0.9% +$17K ﹤0.01% 1041
2024
Q1 		$2.2M Buy
61,241
+3,772
+7% +$128K 0.01% 909
2023
Q4 		$2M Sell
57,469
-53
-0.1% -$1.65K 0.01% 902
2023
Q3 		$1.76M Buy
+57,522
New +$1.89M 0.01% 900
2023
Q1 		– Sell
-104,756
Closed -$3.54M – 564
2022
Q4 		$3.54M Buy
+104,756
New +$3.25M 0.05% 142
2021
Q4 		– Sell
-34,818
Closed -$1.28M – 340
2021
Q3 		$1.28M Buy
+34,818
New +$1.22M 0.02% 189

Other funds holding WY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's WY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Weyerhaeuser (WY) stake by 6.1% in Q2 2026, buying an estimated $118K and bringing the position to 84,787 shares worth $1.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Wealth Enhancement Advisory Services first reported a position in WY in Q3 2021 and has held it in 14 quarters since. The position peaked at $3.54M in Q4 2022. 185 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 84,787 shares of Weyerhaeuser worth $1.99M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,862 Weyerhaeuser shares in Q2 2026, an estimated $118K.
  • Weyerhaeuser made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1570 holding.
  • Wealth Enhancement Advisory Services first reported a position in Weyerhaeuser in Q3 2021 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Weyerhaeuser position peaked at $3.54M in Q4 2022.
  • 185 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.