Financial Perspectives’s Wayfair W Stock Holding History

Financial Perspectives’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	$4.29K	Hold	57	–	–	﹤0.01%	598
2025 Q4	$5.72K	Hold	57	–	–	﹤0.01%	581
2025 Q3	$5.09K	Hold	57	–	–	﹤0.01%	583
2025 Q2	$2.92K	Hold	57	–	–	﹤0.01%	607
2025 Q1	$1.83K	Hold	57	–	–	﹤0.01%	630
2024 Q4	$2.53K	Hold	57	–	–	﹤0.01%	614
2024 Q3	$3.2K	Hold	57	–	–	﹤0.01%	552
2024 Q2	$3.01K	Hold	57	–	–	﹤0.01%	546
2024 Q1	$3.87K	Hold	57	–	–	﹤0.01%	530
2023 Q4	$3.52K	Buy	+57	New	+$2.98K	﹤0.01%	551

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

Financial Perspectives's W Position: Q1 2026 in Review

Financial Perspectives held its Wayfair (W) position steady in Q1 2026 at 57 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Financial Perspectives first reported a position in W in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.72K in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

Financial Perspectives held 57 shares of Wayfair worth $4.29K as of Q1 2026.
Financial Perspectives left its Wayfair share count unchanged in Q1 2026.
Wayfair made up ﹤0.01% of Financial Perspectives's portfolio in Q1 2026, its #598 holding.
Financial Perspectives first reported a position in Wayfair in Q4 2023 and has held it in 10 quarters since.
Financial Perspectives's Wayfair position peaked at $5.72K in Q4 2025.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.