WHI Trust’s Weyerhaeuser WY Stock Holding History

WHI Trust’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	–	Sell	-473	Closed	-$11.6K	–	87
2026 Q1	$11.6K	Hold	473	–	–	0.01%	71
2025 Q4	$11.2K	Buy	+473	New	+$10.9K	0.01%	79

Other funds holding WY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

WHI Trust's WY Position: Q2 2026 in Review

WHI Trust sold out of Weyerhaeuser (WY) in Q2 2026, closing a stake of 473 shares — an estimated $11.6K sold.

WHI Trust first reported a position in WY in Q4 2025 and held it in 2 quarters. The position peaked at $11.6K in Q1 2026. 898 funds tracked by Wall St. Rank hold WY as of Q2 2026.

WHI Trust reported no remaining Weyerhaeuser position as of Q2 2026 after selling out during the quarter.
WHI Trust sold 473 Weyerhaeuser shares in Q2 2026, an estimated $11.6K.
WHI Trust first reported a position in Weyerhaeuser in Q4 2025 and held it in 2 quarters.
WHI Trust's Weyerhaeuser position peaked at $11.6K in Q1 2026.
898 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on WHI Trust's 13F filing for Q2 2026, filed 11 Aug 2026.