TWD
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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

True Wealth Design's W Position: Q2 2026 in Review

True Wealth Design increased its Wayfair (W) stake by 59% in Q2 2026, buying an estimated $17.2K and bringing the position to 626 shares worth $57.9K. The position accounts for 0.01% of the portfolio, ranked #435.

True Wealth Design first reported a position in W in Q3 2024 and has held it in 8 quarters since. 51 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • True Wealth Design held 626 shares of Wayfair worth $57.9K as of Q2 2026.
  • True Wealth Design bought 233 Wayfair shares in Q2 2026, an estimated $17.2K.
  • Wayfair made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #435 holding.
  • True Wealth Design first reported a position in Wayfair in Q3 2024 and has held it in 8 quarters since.
  • 51 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.