Whalen Wealth Management’s Weyerhaeuser WY Stock Holding History

Whalen Wealth Management’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
2025 Q2	–	Sell	-14,633	Closed	-$428K	–	229
2025 Q1	$428K	Buy	+14,633	New	+$435K	0.29%	73

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Norges Bank Oslo, Norway $935B AUM

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Whalen Wealth Management's WY Position: Q2 2025 in Review

Whalen Wealth Management sold out of Weyerhaeuser (WY) in Q2 2025, closing a stake of 14,633 shares — an estimated $428K sold.

Whalen Wealth Management first reported a position in WY in Q1 2025 and held it in 1 quarter. The position peaked at $428K in Q1 2025. 897 funds tracked by Wall St. Rank hold WY as of Q2 2025.

Whalen Wealth Management reported no remaining Weyerhaeuser position as of Q2 2025 after selling out during the quarter.
Whalen Wealth Management sold 14,633 Weyerhaeuser shares in Q2 2025, an estimated $428K.
Whalen Wealth Management first reported a position in Weyerhaeuser in Q1 2025 and held it in 1 quarter.
Whalen Wealth Management's Weyerhaeuser position peaked at $428K in Q1 2025.
897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Whalen Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.