WANY
WAY

Wealthspire Advisors (New York)’s Waystar Holding Corp WAY Stock Holding History

Wealthspire Advisors (New York)’s Portfolio WAY Stock Details WAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-830
Closed -$31.5K – 2993
2025
Q3 		$31.5K Buy
+830
New +$30.8K ﹤0.01% 1434

Other funds holding WAY

EFM
EQT Fund Management Luxembourg $1.02B AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthspire Advisors (New York)'s WAY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Waystar Holding Corp (WAY) in Q4 2025, closing a stake of 830 shares — an estimated $31.5K sold.

Wealthspire Advisors (New York) first reported a position in WAY in Q3 2025 and held it in 1 quarter. The position peaked at $31.5K in Q3 2025. 300 funds tracked by Wall St. Rank hold WAY as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Waystar Holding Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 830 Waystar Holding Corp shares in Q4 2025, an estimated $31.5K.
  • Wealthspire Advisors (New York) first reported a position in Waystar Holding Corp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Waystar Holding Corp position peaked at $31.5K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.