SGAM
W icon

Smith Group Asset Management’s Wayfair W Stock Holding History

Smith Group 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
2026
Q2 		$207K Sell
2,240
-4,591
-67% -$338K 0.01% 166
2026
Q1 		$514K Sell
6,831
-9,916
-59% -$897K 0.03% 138
2025
Q4 		$1.68M Buy
16,747
+2,017
+14% +$194K 0.09% 69
2025
Q3 		$1.32M Buy
+14,730
New +$1.08M 0.08% 78

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Smith Group Asset Management's W Position: Q2 2026 in Review

Smith Group Asset Management reduced its Wayfair (W) stake by 67% in Q2 2026, selling an estimated $338K and leaving 2,240 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #166.

Smith Group Asset Management first reported a position in W in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.68M in Q4 2025. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • Smith Group Asset Management held 2,240 shares of Wayfair worth $207K as of Q2 2026.
  • Smith Group Asset Management sold 4,591 Wayfair shares in Q2 2026, an estimated $338K.
  • Wayfair made up 0.01% of Smith Group Asset Management's portfolio in Q2 2026, its #166 holding.
  • Smith Group Asset Management first reported a position in Wayfair in Q3 2025 and has held it in 4 quarters since.
  • Smith Group Asset Management's Wayfair position peaked at $1.68M in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.