Scopus Asset Management’s Wayfair W Stock Holding History

Scopus Asset Management’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
2021 Q4	–	Sell	-80,000	Closed	-$20.4M	–	415
2021 Q3	$20.4M	Buy	+80,000	New	+$22.6M	0.35%	99

Other funds holding W

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Scopus Asset Management's W Position: Q2 2026 in Review

Scopus Asset Management sold out of Wayfair (W) in Q2 2026, closing a stake of 391,988 shares — an estimated $29.5M sold.

Scopus Asset Management first reported a position in W in Q4 2023 and held it in 6 quarters. The position peaked at $49.2M in Q4 2025. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

Scopus Asset Management reported no remaining Wayfair position as of Q2 2026 after selling out during the quarter.
Scopus Asset Management sold 391,988 Wayfair shares in Q2 2026, an estimated $29.5M.
Scopus Asset Management first reported a position in Wayfair in Q4 2023 and held it in 6 quarters.
Scopus Asset Management's Wayfair position peaked at $49.2M in Q4 2025.
457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Scopus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.