WWC
GIFT

Waypoint Wealth Counsel’s Giftify Inc GIFT Stock Holding History

Waypoint Wealth Counsel’s Portfolio GIFT Stock Details GIFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.7K Sell
10,725
-60,205
-85% -$58.9K 0.01% 228
2025
Q4 		$78K Hold
70,930
– – 0.03% 280
2025
Q3 		$75.2K Hold
70,930
– – 0.03% 264
2025
Q2 		$106K Hold
70,930
– – 0.05% 188
2025
Q1 		$142K Buy
70,930
+35,205
+99% +$50.9K 0.09% 114
2024
Q4 		$38.9K Hold
35,725
– – 0.03% 97
2024
Q3 		$65.4K Buy
+35,725
New +$114K 0.04% 100

Other funds holding GIFT

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Waypoint Wealth Counsel's GIFT Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Giftify Inc (GIFT) stake by 85% in Q1 2026, selling an estimated $58.9K and leaving 10,725 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #228.

Waypoint Wealth Counsel first reported a position in GIFT in Q3 2024 and has held it in 7 quarters since. The position peaked at $142K in Q1 2025. 16 funds tracked by Wall St. Rank hold GIFT as of Q1 2026.

  • Waypoint Wealth Counsel held 10,725 shares of Giftify Inc worth $10.7K as of Q1 2026.
  • Waypoint Wealth Counsel sold 60,205 Giftify Inc shares in Q1 2026, an estimated $58.9K.
  • Giftify Inc made up 0.01% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #228 holding.
  • Waypoint Wealth Counsel first reported a position in Giftify Inc in Q3 2024 and has held it in 7 quarters since.
  • Waypoint Wealth Counsel's Giftify Inc position peaked at $142K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held Giftify Inc as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.