Wealthspire Advisors (New York)’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Wealthspire Advisors (New York)’s Portfolio WOOD Stock Details WOOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-337	Closed	-$24.7K	–	2906
2025 Q3	$24.7K	Buy	+337	New	+$25.1K	﹤0.01%	1560
2020 Q1	–	Sell	-8,500	Closed	-$570K	–	565
2019 Q4	$570K	Hold	8,500	–	–	0.04%	96
2019 Q3	$498K	Buy	+8,500	New	+$485K	0.04%	85

Other funds holding WOOD

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealthspire Advisors (New York)'s WOOD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2025, closing a stake of 337 shares — an estimated $24.7K sold.

Wealthspire Advisors (New York) first reported a position in WOOD in Q3 2019 and held it in 3 quarters. The position peaked at $570K in Q4 2019. 79 funds tracked by Wall St. Rank hold WOOD as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 337 iShares Global Timber & Forestry ETF shares in Q4 2025, an estimated $24.7K.
Wealthspire Advisors (New York) first reported a position in iShares Global Timber & Forestry ETF in Q3 2019 and held it in 3 quarters.
Wealthspire Advisors (New York)'s iShares Global Timber & Forestry ETF position peaked at $570K in Q4 2019.
79 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.