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CoreCap Advisors’s Waystar Holding Corp WAY Stock Holding History

CoreCap Advisors’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
Q3 		$7.3K Sell
288
-13
-4% -$313 ﹤0.01% 2158
2026
Q2 		$6.18K Buy
+301
New +$6.33K ﹤0.01% 2231

Other funds holding WAY

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

CoreCap Advisors's WAY Position: Q3 2026 in Review

CoreCap Advisors reduced its Waystar Holding Corp (WAY) stake by 4.3% in Q3 2026, selling an estimated $313 and leaving 288 shares worth $7.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

CoreCap Advisors first reported a position in WAY in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold WAY as of Q3 2026.

  • CoreCap Advisors held 288 shares of Waystar Holding Corp worth $7.3K as of Q3 2026.
  • CoreCap Advisors sold 13 Waystar Holding Corp shares in Q3 2026, an estimated $313.
  • Waystar Holding Corp made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2158 holding.
  • CoreCap Advisors first reported a position in Waystar Holding Corp in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.