Position in WH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$103,073
+$101,043 QoQ
Shares Held
1,224
+4796.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#339
of 465 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WH Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Clearstead Advisors, LLC holds $3,173,117 across 7 Lodging names. WH ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
|
4,772 | $1,768,455 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
|
3,202 | $1,058,132 | |
| 3 | IHG |
Intercontinental Hotels Group PLC /New/
|
892 | $154,423 | |
| 4 | WH |
Wyndham Hotels & Resorts, Inc.
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|
1,224 | $103,073 | |
| 5 | CHH |
Choice Hotels International Inc /De
|
550 | $60,648 | |
| 6 | H |
Hyatt Hotels Corp
|
132 | $25,586 | |
| 7 | CVEO |
Civeo Corp
|
80 | $2,800 |
All Filings in WH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,073 | 1,224 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,030 | 25 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $54,932 | 727 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $19,016 | 238 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $35,569 | 438 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $36,113 | 399 | Shares | Sole | 2025-05-13 | |
| 2022-09-30 | $3,803 | 62 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,074 | 62 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,250 | 62 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,558 | 62 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||