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Whipplewood Advisors’s Warby Parker WRBY Stock Holding History

Whipplewood Advisors’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
2026
Q2 		$1.4K Sell
46
-13
-22% -$322 ﹤0.01% 489
2026
Q1 		$1.24K Buy
+59
New +$1.46K ﹤0.01% 857
2025
Q3 		– Sell
-46
Closed -$1.01K – 1166
2025
Q2 		$1.01K Buy
+46
New +$850 ﹤0.01% 1021

Other funds holding WRBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Whipplewood Advisors's WRBY Position: Q2 2026 in Review

Whipplewood Advisors reduced its Warby Parker (WRBY) stake by 22% in Q2 2026, selling an estimated $322 and leaving 46 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Whipplewood Advisors first reported a position in WRBY in Q2 2025 and has held it in 3 quarters since. 304 funds tracked by Wall St. Rank hold WRBY as of Q2 2026.

  • Whipplewood Advisors held 46 shares of Warby Parker worth $1.4K as of Q2 2026.
  • Whipplewood Advisors sold 13 Warby Parker shares in Q2 2026, an estimated $322.
  • Warby Parker made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #489 holding.
  • Whipplewood Advisors first reported a position in Warby Parker in Q2 2025 and has held it in 3 quarters since.
  • 304 funds tracked by Wall St. Rank held Warby Parker as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.