Krilogy Financial
W icon

Krilogy Financial’s Wayfair W Stock Holding History

Krilogy Financial’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
Q3 		$1.24M Buy
11,637
+7,507
+182% +$733K 0.03% 358
2026
Q2 		$382K Buy
+4,130
New +$304K 0.01% 730
2026
Q1 		– Sell
-4,445
Closed -$490K – 1061
2025
Q4 		$490K Buy
4,445
+1,239
+39% +$119K 0.02% 565
2025
Q3 		$323K Buy
+3,206
New +$235K 0.01% 656

Other funds holding W

Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Krilogy Financial's W Position: Q3 2026 in Review

Krilogy Financial increased its Wayfair (W) stake by 182% in Q3 2026, buying an estimated $733K and bringing the position to 11,637 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #358.

Krilogy Financial first reported a position in W in Q3 2025 and has held it in 4 quarters since. 67 funds tracked by Wall St. Rank hold W as of Q3 2026.

  • Krilogy Financial held 11,637 shares of Wayfair worth $1.24M as of Q3 2026.
  • Krilogy Financial bought 7,507 Wayfair shares in Q3 2026, an estimated $733K.
  • Wayfair made up 0.03% of Krilogy Financial's portfolio in Q3 2026, its #358 holding.
  • Krilogy Financial first reported a position in Wayfair in Q3 2025 and has held it in 4 quarters since.
  • 67 funds tracked by Wall St. Rank held Wayfair as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.