Diversified Trust’s Wayfair W Stock Holding History

Diversified Trust’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 Q1	–	Sell	-4,755	Closed	-$477K	–	1137
2025 Q4	$477K	Sell	4,755 -3,822	-45%	-$368K	0.01%	670
2025 Q3	$766K	Buy	+8,577	New	+$628K	0.02%	486
2024 Q2	–	Sell	-3,406	Closed	-$231K	–	945
2024 Q1	$231K	Buy	+3,406	New	+$193K	0.01%	715
2016 Q1	–	Sell	-8,245	Closed	-$393K	–	414
2015 Q4	$393K	Buy	8,245 +60	+0.7%	+$2.54K	0.04%	287
2015 Q3	$287K	Buy	8,185 +1,385	+20%	+$53.1K	0.03%	346
2015 Q2	$256K	Buy	+6,800	New	+$220K	0.02%	411

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Diversified Trust's W Position: Q1 2026 in Review

Diversified Trust sold out of Wayfair (W) in Q1 2026, closing a stake of 4,755 shares — an estimated $477K sold.

Diversified Trust first reported a position in W in Q2 2015 and held it in 6 quarters. The position peaked at $766K in Q3 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

Diversified Trust reported no remaining Wayfair position as of Q1 2026 after selling out during the quarter.
Diversified Trust sold 4,755 Wayfair shares in Q1 2026, an estimated $477K.
Diversified Trust first reported a position in Wayfair in Q2 2015 and held it in 6 quarters.
Diversified Trust's Wayfair position peaked at $766K in Q3 2025.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Diversified Trust's 13F filing for Q1 2026, filed 16 Apr 2026.