Creative Planning
WAY

Creative Planning’s Waystar Holding Corp WAY Stock Holding History

Creative Planning’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 		$1.19M Sell
58,179
-75,509
-56% -$1.59M ﹤0.01% 2494
2026
Q1 		$3.22M Buy
133,688
+118,359
+772% +$3.14M ﹤0.01% 1522
2025
Q4 		$502K Sell
15,329
-9,279
-38% -$331K ﹤0.01% 2841
2025
Q3 		$933K Buy
24,608
+10,208
+71% +$378K ﹤0.01% 2176
2025
Q2 		$589K Buy
+14,400
New +$555K ﹤0.01% 2316

Other funds holding WAY

EFM
EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Creative Planning's WAY Position: Q2 2026 in Review

Creative Planning reduced its Waystar Holding Corp (WAY) stake by 56% in Q2 2026, selling an estimated $1.59M and leaving 58,179 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

Creative Planning first reported a position in WAY in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.22M in Q1 2026. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Creative Planning held 58,179 shares of Waystar Holding Corp worth $1.19M as of Q2 2026.
  • Creative Planning sold 75,509 Waystar Holding Corp shares in Q2 2026, an estimated $1.59M.
  • Waystar Holding Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2494 holding.
  • Creative Planning first reported a position in Waystar Holding Corp in Q2 2025 and has held it in 5 quarters since.
  • Creative Planning's Waystar Holding Corp position peaked at $3.22M in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.