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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Smith Group Asset Management's W Position: Q1 2026 in Review

Smith Group Asset Management reduced its Wayfair (W) stake by 59% in Q1 2026, selling an estimated $897K and leaving 6,831 shares worth $514K. The position accounts for 0.03% of the portfolio, ranked #138.

Smith Group Asset Management first reported a position in W in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.68M in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Smith Group Asset Management held 6,831 shares of Wayfair worth $514K as of Q1 2026.
  • Smith Group Asset Management sold 9,916 Wayfair shares in Q1 2026, an estimated $897K.
  • Wayfair made up 0.03% of Smith Group Asset Management's portfolio in Q1 2026, its #138 holding.
  • Smith Group Asset Management first reported a position in Wayfair in Q3 2025 and has held it in 3 quarters since.
  • Smith Group Asset Management's Wayfair position peaked at $1.68M in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.