MFG
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Merit Financial Group’s Wayfair W Stock Holding History

Merit Financial Group’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
Q2 		$970K Buy
10,499
+5,524
+111% +$407K 0.01% 1091
2026
Q1 		$374K Sell
4,975
-1,598
-24% -$145K ﹤0.01% 1538
2025
Q4 		$660K Buy
6,573
+3,415
+108% +$328K 0.01% 1133
2025
Q3 		$282K Buy
+3,158
New +$231K ﹤0.01% 1491

Other funds holding W

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Merit Financial Group's W Position: Q2 2026 in Review

Merit Financial Group increased its Wayfair (W) stake by 111% in Q2 2026, buying an estimated $407K and bringing the position to 10,499 shares worth $970K. The position accounts for 0.01% of the portfolio, ranked #1091.

Merit Financial Group first reported a position in W in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • Merit Financial Group held 10,499 shares of Wayfair worth $970K as of Q2 2026.
  • Merit Financial Group bought 5,524 Wayfair shares in Q2 2026, an estimated $407K.
  • Wayfair made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1091 holding.
  • Merit Financial Group first reported a position in Wayfair in Q3 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.