Soviero Asset Management’s Wayfair W Stock Holding History

Soviero 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	–	Sell	-65,000	Closed	-$4.89M	–	80
2026 Q1	$4.89M	Buy	+65,000	New	+$5.88M	2.44%	19

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

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

Soviero Asset Management sold out of Wayfair (W) in Q2 2026, closing a stake of 65,000 shares — an estimated $4.89M sold.

Soviero Asset Management first reported a position in W in Q1 2026 and held it in 1 quarter. The position peaked at $4.89M in Q1 2026. 456 funds tracked by Wall St. Rank hold W as of Q2 2026.

Soviero Asset Management reported no remaining Wayfair position as of Q2 2026 after selling out during the quarter.
Soviero Asset Management sold 65,000 Wayfair shares in Q2 2026, an estimated $4.89M.
Soviero Asset Management first reported a position in Wayfair in Q1 2026 and held it in 1 quarter.
Soviero Asset Management's Wayfair position peaked at $4.89M in Q1 2026.
456 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

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