IWC
WAY

Integrated Wealth Concepts’s Waystar Holding Corp WAY Stock Holding History

Integrated Wealth Concepts’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
Q2 		$17.9K Buy
+872
New +$18.3K ﹤0.01% 4167

Other funds holding WAY

EFM
EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Integrated Wealth Concepts's WAY Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Waystar Holding Corp (WAY) in Q2 2026: 872 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #4167 among its holdings.

302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Integrated Wealth Concepts held 872 shares of Waystar Holding Corp worth $17.9K as of Q2 2026.
  • Waystar Holding Corp was a new Integrated Wealth Concepts position in Q2 2026.
  • Waystar Holding Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4167 holding.
  • 302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.