Creative Planning
W icon

Creative Planning’s Wayfair W Stock Holding History

Creative Planning’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
2020
Q3 		– Sell
-200
Closed -$3K – 2284
2020
Q2 		$3K Buy
+200
New +$29.9K ﹤0.01% 1941

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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.