Summit Trail Advisors’s Wayfair W Stock Holding History

Summit Trail Advisors’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	$1.72M	Buy	22,870 +4,832	+27%	+$437K	0.02%	637
2025 Q4	$1.81M	Buy	18,038 +2,979	+20%	+$286K	0.03%	464
2025 Q3	$1.35M	Buy	15,059 +7,677	+104%	+$562K	0.02%	667
2025 Q2	$378K	Sell	7,382 -2,614	-26%	-$97.6K	0.01%	832
2025 Q1	$320K	Buy	+9,996	New	+$416K	0.01%	317
2024 Q4	–	Sell	-4,755	Closed	-$267K	–	778
2024 Q3	$267K	Buy	+4,755	New	+$229K	0.01%	584
2018 Q1	–	Sell	-10	Closed	-$1K	–	1635
2017 Q4	$1K	Buy	+10	New	+$703	﹤0.01%	1880

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Trail Advisors's W Position: Q1 2026 in Review

Summit Trail Advisors increased its Wayfair (W) stake by 27% in Q1 2026, buying an estimated $437K and bringing the position to 22,870 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #637.

Summit Trail Advisors first reported a position in W in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.81M in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

Summit Trail Advisors held 22,870 shares of Wayfair worth $1.72M as of Q1 2026.
Summit Trail Advisors bought 4,832 Wayfair shares in Q1 2026, an estimated $437K.
Wayfair made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #637 holding.
Summit Trail Advisors first reported a position in Wayfair in Q4 2017 and has held it in 7 quarters since.
Summit Trail Advisors's Wayfair position peaked at $1.81M in Q4 2025.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.