Position in WH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$344,082
+$48,243 QoQ
Shares Held
4,086
+12.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#263
of 465 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WH Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $1,247,463 across 3 Lodging names. WH ranks #3 (27.6% of the industry book) .
All Filings in WH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,082 | 4,086 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $295,839 | 3,642 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $283,198 | 3,748 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $307,375 | 3,847 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $370,155 | 4,558 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $398,334 | 4,401 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $461,416 | 4,578 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $463,682 | 5,934 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $323,676 | 4,374 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $241,762 | 3,150 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $253,291 | 3,150 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $328,159 | 4,719 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $323,581 | 4,719 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $320,184 | 4,719 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $336,511 | 4,719 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||