Diversified Trust’s Waystar Holding Corp WAY Stock Holding History

Diversified Trust’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 Q3	$617K	Buy	+24,336	New	+$586K	0.01%	616

Other funds holding WAY

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.1B AUM 2.84% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Diversified Trust's WAY Position: Q3 2026 in Review

Diversified Trust opened a new position in Waystar Holding Corp (WAY) in Q3 2026: 24,336 shares worth $617K. The stake represents 0.01% of the portfolio and ranks #616 among its holdings.

184 funds tracked by Wall St. Rank hold WAY as of Q3 2026.

Diversified Trust held 24,336 shares of Waystar Holding Corp worth $617K as of Q3 2026.
Waystar Holding Corp was a new Diversified Trust position in Q3 2026.
Waystar Holding Corp made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #616 holding.
184 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.