Wells Fargo’s Wayfair W Stock Holding History

Wells Fargo’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
2025 Q4	–	Sell	-300,000	Closed	-$26.8M	–	7374
2025 Q3	$26.8M	Buy	+300,000	New	+$22M	0.01%	1293
2025 Q2	–	Sell	-500,000	Closed	-$16M	–	7390
2025 Q1	$16M	Buy	500,000 +415,000	+488%	+$17.3M	﹤0.01%	1495
2024 Q4	$3.77M	Hold	85,000	–	–	﹤0.01%	2670
2024 Q3	$4.78M	Sell	85,000 -100,000	-54%	-$4.82M	﹤0.01%	2374
2024 Q2	$9.76M	Buy	+185,000	New	+$11M	﹤0.01%	1754
2018 Q3	–	Sell	-18,200	Closed	-$398K	–	6599
2018 Q2	$398K	Buy	+18,200	New	+$1.58M	﹤0.01%	4626
2017 Q3	–	Sell	-31,600	Closed	-$97K	–	6497
2017 Q2	$97K	Buy	+31,600	New	+$1.87M	﹤0.01%	5184

Other funds holding W

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wells Fargo's W Position: Q2 2026 in Review

Wells Fargo increased its Wayfair (W) stake by 27% in Q2 2026, buying an estimated $2.76M and bringing the position to 176,435 shares worth $16.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Wells Fargo first reported a position in W in Q4 2014 and has held it in 47 quarters since. The position peaked at $84.6M in Q4 2025. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

Wells Fargo held 176,435 shares of Wayfair worth $16.3M as of Q2 2026.
Wells Fargo bought 37,473 Wayfair shares in Q2 2026, an estimated $2.76M.
Wayfair made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #1799 holding.
Wells Fargo first reported a position in Wayfair in Q4 2014 and has held it in 47 quarters since.
Wells Fargo's Wayfair position peaked at $84.6M in Q4 2025.
457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.