True Wealth Design
W icon

True Wealth Design’s Wayfair W Stock Holding History

True Wealth Design’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
Q3 		$160K Buy
1,562
+936
+150% +$91.4K 0.04% 160
2026
Q2 		$57.9K Buy
626
+233
+59% +$17.2K 0.01% 435
2026
Q1 		$29.6K Sell
393
-56
-12% -$5.07K 0.01% 562
2025
Q4 		$45.1K Buy
449
+123
+38% +$11.8K 0.01% 359
2025
Q3 		$29.1K Buy
326
+233
+251% +$17.1K 0.01% 476
2025
Q2 		$4.76K Buy
93
+65
+232% +$2.43K ﹤0.01% 829
2025
Q1 		$897 Sell
28
-537
-95% -$22.3K ﹤0.01% 1302
2024
Q4 		$25K Buy
565
+381
+207% +$18K 0.01% 291
2024
Q3 		$10.3K Buy
+184
New +$8.86K ﹤0.01% 413

Other funds holding W

Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

True Wealth Design's W Position: Q3 2026 in Review

True Wealth Design increased its Wayfair (W) stake by 150% in Q3 2026, buying an estimated $91.4K and bringing the position to 1,562 shares worth $160K. The position accounts for 0.04% of the portfolio, ranked #160.

True Wealth Design first reported a position in W in Q3 2024 and has held it in 9 quarters since. 67 funds tracked by Wall St. Rank hold W as of Q3 2026.

  • True Wealth Design held 1,562 shares of Wayfair worth $160K as of Q3 2026.
  • True Wealth Design bought 936 Wayfair shares in Q3 2026, an estimated $91.4K.
  • Wayfair made up 0.04% of True Wealth Design's portfolio in Q3 2026, its #160 holding.
  • True Wealth Design first reported a position in Wayfair in Q3 2024 and has held it in 9 quarters since.
  • 67 funds tracked by Wall St. Rank held Wayfair as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.