West Branch Capital’s Warby Parker WRBY Stock Holding History

West Branch Capital’s Portfolio WRBY Stock Details WRBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2	Closed	-$33	–	623
2024 Q3	$33	Buy	+2	New	+$30	﹤0.01%	617

Other funds holding WRBY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

West Branch Capital's WRBY Position: Q4 2024 in Review

West Branch Capital sold out of Warby Parker (WRBY) in Q4 2024, closing a stake of 2 shares — an estimated $33 sold.

West Branch Capital first reported a position in WRBY in Q3 2024 and held it in 1 quarter. The position peaked at $33 in Q3 2024. 235 funds tracked by Wall St. Rank hold WRBY as of Q4 2024.

West Branch Capital reported no remaining Warby Parker position as of Q4 2024 after selling out during the quarter.
West Branch Capital sold 2 Warby Parker shares in Q4 2024, an estimated $33.
West Branch Capital first reported a position in Warby Parker in Q3 2024 and held it in 1 quarter.
West Branch Capital's Warby Parker position peaked at $33 in Q3 2024.
235 funds tracked by Wall St. Rank held Warby Parker as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.