Capital World Investors
W icon

Capital World Investors’s Wayfair W Stock Holding History

Capital World Investors’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04B Buy
13,791,783
+334,625
+2% +$30.3M 0.14% 139
2025
Q4 		$1.35B Buy
13,457,158
+82,584
+0.6% +$7.94M 0.18% 121
2025
Q3 		$1.19B Buy
13,374,574
+521,240
+4% +$38.2M 0.16% 133
2025
Q2 		$657M Buy
12,853,334
+1,126,326
+10% +$42M 0.1% 172
2025
Q1 		$376M Sell
11,727,008
-1,779,192
-13% -$74M 0.06% 223
2024
Q4 		$599M Buy
13,506,200
+782,757
+6% +$36.9M 0.09% 178
2024
Q3 		$715M Buy
12,723,443
+574,667
+5% +$27.7M 0.11% 162
2024
Q2 		$641M Buy
12,148,776
+3,197
+0% +$190K 0.1% 163
2024
Q1 		$824M Buy
12,145,579
+103,369
+0.9% +$5.84M 0.14% 152
2023
Q4 		$743M Buy
12,042,210
+962,307
+9% +$50.3M 0.13% 155
2023
Q3 		$671M Buy
11,079,903
+395,714
+4% +$27.5M 0.13% 156
2023
Q2 		$695M Buy
10,684,189
+1,941
+0% +$81.8K 0.13% 160
2023
Q1 		$367M Buy
10,682,248
+151,949
+1% +$6.73M 0.08% 222
2022
Q4 		$346M Buy
10,530,299
+4,498,657
+75% +$157M 0.07% 228
2022
Q3 		$196M Buy
6,031,642
+749
+0% +$39.6K 0.04% 269
2022
Q2 		$263M Buy
6,030,893
+2,349,164
+64% +$165M 0.06% 249
2022
Q1 		$408M Buy
3,681,729
+100,946
+3% +$14.2M 0.07% 226
2021
Q4 		$680M Buy
3,580,783
+289,798
+9% +$68.4M 0.11% 182
2021
Q3 		$841M Buy
3,290,985
+2,175,692
+195% +$614M 0.14% 160
2021
Q2 		$352M Buy
1,115,293
+392,040
+54% +$123M 0.06% 247
2021
Q1 		$228M Hold
723,253
– – 0.04% 284
2020
Q4 		$163M Buy
723,253
+117
+0% +$31.1K 0.03% 299
2020
Q3 		$210M Hold
723,136
– – 0.05% 262
2020
Q2 		$143M Hold
723,136
– – 0.03% 282
2020
Q1 		$38.6M Buy
723,136
+416,000
+135% +$31.8M 0.01% 349
2019
Q4 		$27.8M Buy
+307,136
New +$28.7M 0.01% 398

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Capital World Investors's W Position: Q1 2026 in Review

Capital World Investors increased its Wayfair (W) stake by 2.5% in Q1 2026, buying an estimated $30.3M and bringing the position to 13,791,783 shares worth $1.04B. The position accounts for 0.14% of the portfolio, ranked #139.

Capital World Investors first reported a position in W in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.35B in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Capital World Investors held 13,791,783 shares of Wayfair worth $1.04B as of Q1 2026.
  • Capital World Investors bought 334,625 Wayfair shares in Q1 2026, an estimated $30.3M.
  • Wayfair made up 0.14% of Capital World Investors's portfolio in Q1 2026, its #139 holding.
  • Capital World Investors first reported a position in Wayfair in Q4 2019 and has held it in 26 quarters since.
  • Capital World Investors's Wayfair position peaked at $1.35B in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Capital World Investors's 13F filing for Q1 2026, filed 13 May 2026.