SVB Wealth’s Wayfair W Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-564	Closed	-$18.1K	–	1616
2025 Q1	$18.1K	Buy	+564	New	+$23.4K	﹤0.01%	765

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

SVB Wealth's W Position: Q2 2025 in Review

SVB Wealth sold out of Wayfair (W) in Q2 2025, closing a stake of 564 shares — an estimated $18.1K sold.

SVB Wealth first reported a position in W in Q1 2025 and held it in 1 quarter. The position peaked at $18.1K in Q1 2025. 334 funds tracked by Wall St. Rank hold W as of Q2 2025.

SVB Wealth reported no remaining Wayfair position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 564 Wayfair shares in Q2 2025, an estimated $18.1K.
SVB Wealth first reported a position in Wayfair in Q1 2025 and held it in 1 quarter.
SVB Wealth's Wayfair position peaked at $18.1K in Q1 2025.
334 funds tracked by Wall St. Rank held Wayfair as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.