Wiser Wealth Management
WY icon

Wiser Wealth Management’s Weyerhaeuser WY Stock Holding History

Wiser 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
2026
Q3 		– Sell
-8,646
Closed -$207K – 82
2026
Q2 		$207K Buy
8,646
+6
+0.1% +$146 0.04% 72
2026
Q1 		$211K Buy
8,640
+48
+0.6% +$1.21K 0.05% 56
2025
Q4 		$204K Buy
8,592
+172
+2% +$3.98K 0.05% 54
2025
Q3 		$209K Buy
8,420
+137
+2% +$3.5K 0.05% 53
2025
Q2 		$213K Sell
8,283
-185
-2% -$4.84K 0.05% 47
2025
Q1 		$248K Buy
8,468
+43
+0.5% +$1.28K 0.07% 44
2024
Q4 		$237K Buy
8,425
+3
+0% +$94 0.07% 43
2024
Q3 		$285K Buy
8,422
+93
+1% +$2.86K 0.08% 36
2024
Q2 		$236K Buy
8,329
+116
+1% +$3.59K 0.07% 32
2024
Q1 		$295K Buy
8,213
+19
+0.2% +$643 0.1% 25
2023
Q4 		$275K Hold
8,194
– – 0.1% 27
2023
Q3 		$251K Hold
8,194
– – 0.1% 31
2023
Q2 		$275K Hold
8,194
– – 0.11% 29
2023
Q1 		$247K Sell
8,194
-54
-0.7% -$1.7K 0.11% 31
2022
Q4 		$256K Buy
8,248
+54
+0.7% +$1.67K 0.12% 35
2022
Q3 		$234K Hold
8,194
– – 0.12% 31
2022
Q2 		$271K Hold
8,194
– – 0.14% 31
2022
Q1 		$311K Hold
8,194
– – 0.14% 26
2021
Q4 		$337K Hold
8,194
– – 0.16% 25
2021
Q3 		$291K Hold
8,194
– – 0.16% 25
2021
Q2 		$282K Hold
8,194
– – 0.17% 25
2021
Q1 		$292K Hold
8,194
– – 0.2% 28
2020
Q4 		$275K Buy
+8,194
New +$246K 0.21% 27

Other funds holding WY

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Cultivar Capital
Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Wiser Wealth Management's WY Position: Q3 2026 in Review

Wiser Wealth Management sold out of Weyerhaeuser (WY) in Q3 2026, closing a stake of 8,646 shares — an estimated $207K sold.

Wiser Wealth Management first reported a position in WY in Q4 2020 and held it in 23 quarters. The position peaked at $337K in Q4 2021. 204 funds tracked by Wall St. Rank hold WY as of Q3 2026.

  • Wiser Wealth Management reported no remaining Weyerhaeuser position as of Q3 2026 after selling out during the quarter.
  • Wiser Wealth Management sold 8,646 Weyerhaeuser shares in Q3 2026, an estimated $207K.
  • Wiser Wealth Management first reported a position in Weyerhaeuser in Q4 2020 and held it in 23 quarters.
  • Wiser Wealth Management's Weyerhaeuser position peaked at $337K in Q4 2021.
  • 204 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.