CX Institutional
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CX Institutional’s Wayfair W Stock Holding History

CX Institutional’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
Q3 		$4K Buy
36
+7
+24% +$683 ﹤0.01% 1488
2026
Q2 		$3K Sell
29
-131
-82% -$9.6K ﹤0.01% 1436
2026
Q1 		$12K Buy
+160
New +$14.5K ﹤0.01% 1262
2022
Q3 		– Sell
-500
Closed -$22K – 1123
2022
Q2 		$22K Buy
+500
New +$35.1K ﹤0.01% 828

Other funds holding W

Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

CX Institutional's W Position: Q3 2026 in Review

CX Institutional increased its Wayfair (W) stake by 24% in Q3 2026, buying an estimated $683 and bringing the position to 36 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

CX Institutional first reported a position in W in Q2 2022 and has held it in 4 quarters since. The position peaked at $22K in Q2 2022. 67 funds tracked by Wall St. Rank hold W as of Q3 2026.

  • CX Institutional held 36 shares of Wayfair worth $4K as of Q3 2026.
  • CX Institutional bought 7 Wayfair shares in Q3 2026, an estimated $683.
  • Wayfair made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1488 holding.
  • CX Institutional first reported a position in Wayfair in Q2 2022 and has held it in 4 quarters since.
  • CX Institutional's Wayfair position peaked at $22K in Q2 2022.
  • 67 funds tracked by Wall St. Rank held Wayfair as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.