WA
WY icon

Whipplewood Advisors’s Weyerhaeuser WY Stock Holding History

Whipplewood Advisors’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 		$694 Sell
29
-35
-55% -$850 ﹤0.01% 585
2026
Q1 		$1.56K Buy
+64
New +$1.61K ﹤0.01% 815
2025
Q3 		– Sell
-106
Closed -$2.72K – 1174
2025
Q2 		$2.72K Buy
106
+103
+3,433% +$2.69K ﹤0.01% 818
2025
Q1 		$7.64K Sell
3
-258
-99% -$7.68K ﹤0.01% 608
2024
Q4 		$7.35K Buy
+261
New +$8.14K ﹤0.01% 615

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Whipplewood Advisors's WY Position: Q2 2026 in Review

Whipplewood Advisors reduced its Weyerhaeuser (WY) stake by 55% in Q2 2026, selling an estimated $850 and leaving 29 shares worth $694. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Whipplewood Advisors first reported a position in WY in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.64K in Q1 2025. 896 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Whipplewood Advisors held 29 shares of Weyerhaeuser worth $694 as of Q2 2026.
  • Whipplewood Advisors sold 35 Weyerhaeuser shares in Q2 2026, an estimated $850.
  • Weyerhaeuser made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #585 holding.
  • Whipplewood Advisors first reported a position in Weyerhaeuser in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Weyerhaeuser position peaked at $7.64K in Q1 2025.
  • 896 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.