What smart money is saying about Wyndham Hotels & Resorts, Inc.
WH
No fund has written a full thesis on Wyndham Hotels & Resorts, Inc. in our archive, but 4 fund letters report a position in it — most recently Baron Real Estate Income Fund in June 2026.
Get an email when a fund writes about it
4
Reported positions
0
Bought
0
Sold
4
Letters
Position history
Between Q1 2026 and Q2 2026, 4 fund letters reported a position in Wyndham Hotels & Resorts, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 2 | 0 | 0 | 0 |
Fund activity · 4 positions
- June 2026
“Non-REIT Real Estate Companies (15.8%) While the Fund emphasizes REITs, we retain flexibility to invest in non-REIT real estate companies, which we typically limit to approximately 25% of net assets. At times these investments may offer more attractive growth, income, valuation, and share price appreciation potential relative to traditional REITs. Current non-REIT holdings include Meritage Homes Corporation , Brookfield Infrastructure Corporation , Marriott Vacations Worldwide Corporation , Fortune Brands Innovations, Inc. , CRH public limited company , Vail Resorts, Inc. , The Home Depot, Inc. , GDS Holdings Limited , and Wyndham Hotels & Resorts, Inc.”
Wyndham Hotels & Resorts, Inc. - June 2026
“Non-REIT Real Estate Companies (15.8%) While the Strategy emphasizes REITs, we retain flexibility to invest in non-REIT real estate companies, which we typically limit to approximately 25% of net assets. At times these investments may offer more attractive growth, income, valuation, and share price appreciation potential relative to traditional REITs. Current non-REIT holdings include Meritage Homes Corporation , Brookfield Infrastructure Corporation , Marriott Vacations Worldwide Corporation , Fortune Brands Innovations, Inc. , CRH public limited company , Vail Resorts, Inc. , The Home Depot, Inc. , GDS Holdings Limited , and Wyndham Hotels & Resorts, Inc.”
Wyndham Hotels & Resorts, Inc. - March 2026
“In Consumer Discretionary, Wyndham Hotels (WH) showed resilience in the face of a tough hotel environment for the value/economy segment of the market.”
Wyndham Hotels & Resorts, Inc. - March 2026
“Both T-Mobile (TMUS) and Comcast were positive contributors in the period as well as their fourth quarter results and 2026 outlooks provided some relief to those that were concerned around intensifying competition within the cable and wireless space in 2026. In Consumer Discretionary, Wyndham Hotels (WH) showed resilience in the face of a tough hotel environment for the value/economy segment of the market.”
Wyndham Hotels & Resorts, Inc.
Read the letters behind these Wyndham Hotels & Resorts, Inc. positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger