Filing Research | WH - WYNDHAM HOTELS & RESORTS INC Institutional Holdings

Snapshot holdings

50 / 88 loaded

#		Instrument	quantity
1	FACTORY MUTUAL INSURANCE CO	Shares	153.9KSH	$13.0M
2	Police & Firemen's Retirement System of New Jersey	Shares	32.7KSH	$2.8M
3	Diversified Trust Co	Shares	24.0KSH	$2.0M
4	Savoir Faire Capital Management, L.P.	Shares	22.0KSH	$1.8M
5	Louisiana State Employees Retirement System	Shares	21.9KSH	$1.8M
6	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	20.7KSH	$1.7M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	25.1KSH	$1.6M
8	MERIDIAN INVESTMENT COUNSEL INC.	Shares	10.7KSH	$904.0K
9	Patriot Financial Group Insurance Agency, LLC	Shares	10.0KSH	$839.2K
10	Y-Intercept (Hong Kong) Ltd	Shares	9.6KSH	$809.4K
11	Tributary Capital Management, LLC	Shares	8.7KSH	$735.7K
12	WASHINGTON CAPITAL MANAGEMENT, INC	Shares	8.5KSH	$715.8K
13	Sequoia Financial Advisors, LLC	Shares	7.7KSH	$645.0K
14	Merit Financial Group, LLC	Shares	7.4KSH	$622.2K
15	PineStone Asset Management Inc.	Shares	6.7KSH	$560.0K
16	Farther Finance Advisors, LLC	Shares	6.0KSH	$501.4K
17	Crossmark Global Holdings, Inc.	Shares	5.7KSH	$480.1K
18	SECURIAN ASSET MANAGEMENT, INC	Shares	5.5KSH	$422.7K
19	Uncommon Cents Investing LLC	Shares	4.4KSH	$374.1K
20	First National Advisers, LLC	Shares	4.2KSH	$352.8K
21	NorthCrest Asset Manangement, LLC	Shares	4.3KSH	$339.5K
22	LANARK FINANCIAL, INC.	Shares	3.9KSH	$330.4K
23	Diligent Investors, LLC	Shares	3.7KSH	$313.4K
24	Fifth Third Wealth Advisors LLC	Shares	3.7KSH	$308.8K
25	PFG Investments, LLC	Shares	3.5KSH	$293.6K
26	Apollon Wealth Management, LLC	Shares	3.4KSH	$288.6K
27	WADDELL & ASSOCIATES, LLC	Shares	3.1KSH	$264.1K
28	FIRST CITIZENS BANK & TRUST CO	Shares	2.9KSH	$248.3K
29	Carnegie Lake Advisors LLC	Shares	2.9KSH	$246.4K
30	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.9KSH	$242.4K
31	MISSION WEALTH MANAGEMENT, LP	Shares	2.8KSH	$233.0K
32	Allegheny Financial Group	Shares	2.7KSH	$228.8K
33	PEDDOCK CAPITAL ADVISORS, LLC	Shares	2.6KSH	$217.3K
34	GAMMA Investing LLC	Shares	1.9KSH	$156.5K
35	IFP Advisors, Inc	Shares	1.8KSH	$148.1K
36	Cape Investment Advisory, Inc.	Shares	1.4KSH	$114.4K
37	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$100.9K
38	JFS WEALTH ADVISORS, LLC	Shares	1.2KSH	$97.3K
39	HARBOR INVESTMENT ADVISORY, LLC	Shares	947SH	$79.7K
40	SIGNATUREFD, LLC	Shares	947SH	$79.7K
41	SJS Investment Consulting Inc.	Shares	758SH	$63.8K
42	Mountain Hill Investment Partners Corp.	Shares	600SH	$50.5K
43	AdvisorNet Financial, Inc	Shares	492SH	$41.4K
44	ATWOOD & PALMER INC	Shares	448SH	$37.7K
45	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	317SH	$26.7K
46	FIRST HORIZON CORP	Shares	305SH	$25.7K
47	Steigerwald, Gordon & Koch Inc.	Shares	300SH	$25.3K
48	Strategic Investment Solutions, Inc. /IL	Shares	241SH	$20.3K
49	LRI Investments, LLC	Shares	239SH	$20.2K
50	Wealth Enhancement Trust Services, Inc.	Shares	239SH	$20.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 95 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+18.4K	+$1.3M	$1.6M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+9.6K	+$809.4K	$809.4K
3	Merit Financial Group, LLC new	Shares	+7.4K	+$622.2K	$622.2K
4	FACTORY MUTUAL INSURANCE CO trimmed	Shares	-800	+$393.6K	$13.0M
5	Diversified Trust Co added	Shares	+3.3K	+$343.2K	$2.0M
6	Apollon Wealth Management, LLC new	Shares	+3.4K	+$288.6K	$288.6K
7	WADDELL & ASSOCIATES, LLC new	Shares	+3.1K	+$264.1K	$264.1K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+1.7K	+$239.0K	$2.8M
9	MISSION WEALTH MANAGEMENT, LP new	Shares	+2.8K	+$233.0K	$233.0K
10	Cape Investment Advisory, Inc. new	Shares	+1.4K	+$114.4K	$114.4K
11	NorthCrest Asset Manangement, LLC added	Shares	+1.3K	+$99.7K	$339.5K
12	EverSource Wealth Advisors, LLC added	Shares	+961	+$81.6K	$100.9K
13	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+947	+$79.7K	$79.7K
14	Sequoia Financial Advisors, LLC added	Shares	+669	+$77.1K	$645.0K
15	Louisiana State Employees Retirement System unchanged	Shares	0	+$65.3K	$1.8M
16	Fifth Third Wealth Advisors LLC added	Shares	+624	+$61.6K	$308.8K
17	Farther Finance Advisors, LLC added	Shares	+403	+$49.4K	$501.4K
18	MERIDIAN INVESTMENT COUNSEL INC. unchanged	Shares	0	+$32.0K	$904.0K
19	SJS Investment Consulting Inc. added	Shares	+312	+$27.6K	$63.8K
20	GAMMA Investing LLC added	Shares	+231	+$24.3K	$156.5K
21	Uncommon Cents Investing LLC unchanged	Shares	0	+$13.2K	$374.1K
22	Activest Wealth Management new	Shares	+157	+$13.2K	$13.2K
23	PFG Investments, LLC added	Shares	+16	+$11.6K	$293.6K
24	True Wealth Design, LLC new	Shares	+135	+$11.4K	$11.4K
25	LANARK FINANCIAL, INC. trimmed	Shares	-28	+$9.4K	$330.4K
26	Wealth Enhancement Trust Services, Inc. added	Shares	+107	+$9.4K	$20.1K
27	FIRST CITIZENS BANK & TRUST CO unchanged	Shares	0	+$8.8K	$248.3K
28	Carnegie Lake Advisors LLC unchanged	Shares	0	+$8.7K	$246.4K
29	Allegheny Financial Group unchanged	Shares	0	+$8.1K	$228.8K
30	Diligent Investors, LLC trimmed	Shares	-40	+$7.8K	$313.4K
31	PEDDOCK CAPITAL ADVISORS, LLC unchanged	Shares	0	+$7.7K	$217.3K
32	Crossmark Global Holdings, Inc. trimmed	Shares	-130	+$6.4K	$480.1K
33	SIGNATUREFD, LLC added	Shares	+36	+$5.7K	$79.7K
34	JFS WEALTH ADVISORS, LLC added	Shares	+5	+$3.8K	$97.3K
35	MassMutual Private Wealth & Trust, FSB added	Shares	+21	+$2.1K	$12.5K
36	Mountain Hill Investment Partners Corp. unchanged	Shares	0	+$1.8K	$50.5K
37	AdvisorNet Financial, Inc unchanged	Shares	0	+$1.5K	$41.4K
38	Creative Capital Management Investments LLC new	Shares	+17	+$1.4K	$1.4K
39	ATWOOD & PALMER INC unchanged	Shares	0	+$1.3K	$37.7K
40	WEBSTER BANK, N. A. new	Shares	+15	+$1.3K	$1.3K
41	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$1.3K	$26.7K
42	LRI Investments, LLC added	Shares	+5	+$1.1K	$20.2K
43	FIRST HORIZON CORP added	Shares	+1	+$990	$25.7K
44	Versant Capital Management, Inc added	Shares	+8	+$968	$9.0K
45	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$894	$25.3K
46	Strategic Investment Solutions, Inc. /IL added	Shares	+1	+$818	$20.3K
47	Fortitude Family Office, LLC added	Shares	+8	+$778	$3.6K
48	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$632	$17.9K
49	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$471	$13.3K
50	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+2.5K	+$441	$6.8K

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