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
Q2 		– Sell
-10,725
Closed -$10.7K – 243
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $38.4B AUM 25.71% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Waypoint Wealth Counsel's GIFT Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Giftify Inc (GIFT) in Q2 2026, closing a stake of 10,725 shares — an estimated $10.7K sold.

Waypoint Wealth Counsel first reported a position in GIFT in Q3 2024 and held it in 7 quarters. The position peaked at $142K in Q1 2025. 17 funds tracked by Wall St. Rank hold GIFT as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining Giftify Inc position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 10,725 Giftify Inc shares in Q2 2026, an estimated $10.7K.
  • Waypoint Wealth Counsel first reported a position in Giftify Inc in Q3 2024 and held it in 7 quarters.
  • Waypoint Wealth Counsel's Giftify Inc position peaked at $142K in Q1 2025.
  • 17 funds tracked by Wall St. Rank held Giftify Inc as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.