Next Level Wealth Planning’s Wayfair W Stock Holding History

Next Level Wealth Planning’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	$3.49K	Buy	+34	New	+$3.32K	﹤0.01%	416

Other funds holding W

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Next Level Wealth Planning's W Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Wayfair (W) in Q3 2026: 34 shares worth $3.49K. The stake represents ﹤0.01% of the portfolio and ranks #416 among its holdings.

196 funds tracked by Wall St. Rank hold W as of Q3 2026.

Next Level Wealth Planning held 34 shares of Wayfair worth $3.49K as of Q3 2026.
Wayfair was a new Next Level Wealth Planning position in Q3 2026.
Wayfair made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #416 holding.
196 funds tracked by Wall St. Rank held Wayfair as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.