AWM
WAY

AE Wealth Management’s Waystar Holding Corp WAY Stock Holding History

AE Wealth Management’s Portfolio WAY Stock Details WAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.13M Buy
+103,556
New +$2.18M 0.01% 640

Other funds holding WAY

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

AE Wealth Management's WAY Position: Q2 2026 in Review

AE Wealth Management opened a new position in Waystar Holding Corp (WAY) in Q2 2026: 103,556 shares worth $2.13M. The stake represents 0.01% of the portfolio and ranks #640 among its holdings.

78 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • AE Wealth Management held 103,556 shares of Waystar Holding Corp worth $2.13M as of Q2 2026.
  • Waystar Holding Corp was a new AE Wealth Management position in Q2 2026.
  • Waystar Holding Corp made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #640 holding.
  • 78 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.