FFP
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FourThought Financial Partners’s Warby Parker WRBY Stock Holding History

FourThought Financial Partners’s Portfolio WRBY Stock Details WRBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,966
Closed -$217K – 546
2025
Q4 		$217K Buy
+9,966
New +$217K 0.02% 432
2025
Q1 		– Sell
-39,288
Closed -$951K – 335
2024
Q4 		$951K Sell
39,288
-2,236
-5% -$45.7K 0.1% 137
2024
Q3 		$678K Sell
41,524
-34,658
-45% -$522K 0.08% 124
2024
Q2 		$1.22M Buy
76,182
+1,731
+2% +$25.6K 0.16% 98
2024
Q1 		$1.01M Buy
74,451
+18,646
+33% +$247K 0.12% 128
2023
Q4 		$787K Sell
55,805
-2,112
-4% -$26.3K 0.1% 147
2023
Q3 		$762K Sell
57,917
-4,478
-7% -$58.2K 0.11% 141
2023
Q2 		$729K Buy
62,395
+11,666
+23% +$133K 0.1% 147
2023
Q1 		$537K Buy
+50,729
New +$695K 0.07% 173

Other funds holding WRBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return