Creative Planning’s Wayfair W Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.86M Sell
24,705
-7,994
-24% -$723K ﹤0.01% 1953
2025
Q4
$3.28M Buy
32,699
+6,249
+24% +$601K ﹤0.01% 1317
2025
Q3
$2.36M Buy
26,450
+8,526
+48% +$625K ﹤0.01% 1411
2025
Q2
$917K Buy
17,924
+1,863
+12% +$69.5K ﹤0.01% 1942
2025
Q1
$514K Buy
16,061
+3,344
+26% +$139K ﹤0.01% 2258
2024
Q4
$564K Sell
12,717
-544
-4% -$25.7K ﹤0.01% 2115
2024
Q3
$745K Buy
13,261
+272
+2% +$13.1K ﹤0.01% 1762
2024
Q2
$685K Buy
12,989
+176
+1% +$10.4K ﹤0.01% 1694
2024
Q1
$870K Buy
12,813
+102
+0.8% +$5.77K ﹤0.01% 1424
2023
Q4
$784K Sell
12,711
-320
-2% -$16.7K ﹤0.01% 1384
2023
Q3
$789K Buy
13,031
+132
+1% +$9.18K ﹤0.01% 1283
2023
Q2
$839K Sell
12,899
-56
-0.4% -$2.36K ﹤0.01% 1225
2023
Q1
$445K Sell
12,955
-463
-3% -$20.5K ﹤0.01% 1544
2022
Q4
$441K Buy
+13,418
New +$468K ﹤0.01% 1499
2022
Q3
Sell
-10,911
Closed -$475K 2454
2022
Q2
$475K Buy
+10,911
New +$767K ﹤0.01% 1352
2021
Q4
Sell
-821
Closed -$210K 2226
2021
Q3
$210K Sell
821
-306
-27% -$86.3K ﹤0.01% 1833
2021
Q2
$356K Buy
1,127
+429
+61% +$134K ﹤0.01% 1469
2021
Q1
$220K Sell
698
-564
-45% -$166K ﹤0.01% 2028
2020
Q4
$285K Buy
+1,262
New +$335K ﹤0.01% 1662
2020
Q3
Sell
-1,351
Closed -$267K 2283
2020
Q2
$267K Buy
+1,351
New +$202K ﹤0.01% 1380
2017
Q3
Sell
-300
Closed -$23K 3691
2017
Q2
$23K Hold
300
﹤0.01% 3100
2017
Q1
$12K Buy
300
+100
+50% +$3.95K ﹤0.01% 3494
2016
Q4
$7K Sell
200
-46
-19% -$1.65K ﹤0.01% 3792
2016
Q3
$10K Buy
246
+46
+23% +$1.86K ﹤0.01% 3536
2016
Q2
$8K Hold
200
﹤0.01% 3405
2016
Q1
$9K Hold
200
﹤0.01% 3306
2015
Q4
$10K Sell
200
-400
-67% -$16.9K ﹤0.01% 3318
2015
Q3
$21K Buy
+600
New +$23K ﹤0.01% 2700
2015
Q2
Sell
-300
Closed -$10K 3001
2015
Q1
$10K Sell
300
-300
-50% -$7.46K ﹤0.01% 3202
2014
Q4
$12K Buy
+600
New +$14.4K ﹤0.01% 3026

Other funds holding W

Creative Planning's W Position: Q1 2026 in Review

Creative Planning reduced its Wayfair (W) stake by 24% in Q1 2026, selling an estimated $723K and leaving 24,705 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Creative Planning first reported a position in W in Q4 2014 and has held it in 30 quarters since. The position peaked at $3.28M in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Creative Planning held 24,705 shares of Wayfair worth $1.86M as of Q1 2026.
  • Creative Planning sold 7,994 Wayfair shares in Q1 2026, an estimated $723K.
  • Wayfair made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1953 holding.
  • Creative Planning first reported a position in Wayfair in Q4 2014 and has held it in 30 quarters since.
  • Creative Planning's Wayfair position peaked at $3.28M in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.