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Wolf Hill Capital Management’s Wayfair W Stock Holding History

Wolf Hill Capital Management’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
2026
Q2 		$58.6M Buy
+634,300
New +$46.7M 4.9% 7
2024
Q2 		– Sell
-75,000
Closed -$5.09M – 42
2024
Q1 		$5.09M Buy
+75,000
New +$4.24M 0.22% 32

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jupiter Topco
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wolf Hill Capital Management's W Position: Q2 2026 in Review

Wolf Hill Capital Management opened a new position in Wayfair (W) in Q2 2026: 1,049,318 shares worth $97M. The stake represents 8.11% of the portfolio and ranks #3 among its holdings. This is a return to the name: Wolf Hill Capital Management previously reported a position in W as recently as Q4 2025.

Wolf Hill Capital Management first reported a position in W in Q1 2024 and has held it in 9 quarters since. The position peaked at $128M in Q4 2025. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • Wolf Hill Capital Management held 1,049,318 shares of Wayfair worth $97M as of Q2 2026.
  • Wayfair was a new Wolf Hill Capital Management position in Q2 2026.
  • Wayfair made up 8.11% of Wolf Hill Capital Management's portfolio in Q2 2026, its #3 holding.
  • Wolf Hill Capital Management first reported a position in Wayfair in Q1 2024 and has held it in 9 quarters since.
  • Wolf Hill Capital Management's Wayfair position peaked at $128M in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Wolf Hill Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.