WWM
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
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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Wiser Wealth Management's WY Position: Q2 2026 in Review

Wiser Wealth Management increased its Weyerhaeuser (WY) stake by 0.07% in Q2 2026, buying an estimated $146 and bringing the position to 8,646 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #72.

Wiser Wealth Management first reported a position in WY in Q4 2020 and has held it in 23 quarters since. The position peaked at $337K in Q4 2021. 152 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Wiser Wealth Management held 8,646 shares of Weyerhaeuser worth $207K as of Q2 2026.
  • Wiser Wealth Management bought 6 Weyerhaeuser shares in Q2 2026, an estimated $146.
  • Weyerhaeuser made up 0.04% of Wiser Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Wiser Wealth Management first reported a position in Weyerhaeuser in Q4 2020 and has held it in 23 quarters since.
  • Wiser Wealth Management's Weyerhaeuser position peaked at $337K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.