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Gilpin Wealth Management’s Waystar Holding Corp WAY Stock Holding History

Gilpin Wealth Management’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 		$406 Buy
16
+5
+45% +$120 ﹤0.01% 913
2026
Q2 		$226 Buy
+11
New +$231 ﹤0.01% 889
2026
Q1 		– Sell
-3
Closed -$99 – 1089
2025
Q4 		$99 Buy
+3
New +$107 ﹤0.01% 835

Other funds holding WAY

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Gilpin Wealth Management's WAY Position: Q3 2026 in Review

Gilpin Wealth Management increased its Waystar Holding Corp (WAY) stake by 45% in Q3 2026, buying an estimated $120 and bringing the position to 16 shares worth $406. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Gilpin Wealth Management first reported a position in WAY in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold WAY as of Q3 2026.

  • Gilpin Wealth Management held 16 shares of Waystar Holding Corp worth $406 as of Q3 2026.
  • Gilpin Wealth Management bought 5 Waystar Holding Corp shares in Q3 2026, an estimated $120.
  • Waystar Holding Corp made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #913 holding.
  • Gilpin Wealth Management first reported a position in Waystar Holding Corp in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.