WH β€” Wyndham Hotels & Resorts

Ownership history in CX Institutional  Β·  9 quarters on record

AI Ownership Summary

CX Institutional reported Wyndham Hotels & Resorts (WH) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.04% in 2024 Q3. The latest visible filing shows WH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CX Institutional's position in Wyndham Hotels & Resorts, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CX Institutional held WH β€” position size vs. price
% of Fund (quarterly)    WH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 227 -260 -53.4% 0.00% $18 2026-04-06 $83.32
2025 Q4 REDUCED 487 -7,947 -94.2% 0.00% $37K 2026-02-02 $72.05
2025 Q3 REDUCED 8,434 -1,430 -14.5% 0.02% $674K 2025-10-23 $75.18
2025 Q2 ADDED 9,864 +225 +2.3% 0.03% $801K 2025-07-11 $89.59
2025 Q1 REDUCED 9,639 -665 -6.5% 0.03% $872K 2025-04-15 $81.82
2024 Q4 REDUCED 10,304 -1,982 -16.1% 0.04% $1.0M 2025-01-21 $102.92
2024 Q3 ADDED 12,286 +1,342 +12.3% 0.04% $960K 2024-10-11 $79.44
2024 Q2 ADDED 10,944 +1,312 +13.6% 0.04% $810K 2024-07-11 $70.56
2024 Q1 INITIATED 9,632 β€” β€” 0.04% $739K 2024-04-15 $68.77

FAQ About CX Institutional and WH

These are the practical questions this page is built to answer before you even open the full history table.

How long has CX Institutional reported owning WH?

CX Institutional reported WH across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported WH position in CX Institutional's portfolio?

The largest reported portfolio weight for WH was 0.04% in 2024 Q3.

What is the latest reported WH position on this page?

The most recent filing on this page is 2026 Q1, when CX Institutional reported 227 shares, equal to 0.00% of portfolio, with an estimated market value of $18.

What does the chart on this WH ownership page compare?

The chart compares CX Institutional's quarterly WH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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