WF
WAY

WoodTrust Financial’s Waystar Holding Corp WAY Stock Holding History

WoodTrust Financial’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
2026
Q2 		$326K Hold
15,900
– – 0.04% 147
2026
Q1 		$383K Buy
+15,900
New +$422K 0.05% 126
2025
Q4 		– Sell
-7,500
Closed -$284K – 194
2025
Q3 		$284K Buy
+7,500
New +$278K 0.03% 156

Other funds holding WAY

EFM
EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WoodTrust Financial's WAY Position: Q2 2026 in Review

WoodTrust Financial held its Waystar Holding Corp (WAY) position steady in Q2 2026 at 15,900 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #147.

WoodTrust Financial first reported a position in WAY in Q3 2025 and has held it in 3 quarters since. The position peaked at $383K in Q1 2026. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • WoodTrust Financial held 15,900 shares of Waystar Holding Corp worth $326K as of Q2 2026.
  • WoodTrust Financial left its Waystar Holding Corp share count unchanged in Q2 2026.
  • Waystar Holding Corp made up 0.04% of WoodTrust Financial's portfolio in Q2 2026, its #147 holding.
  • WoodTrust Financial first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 3 quarters since.
  • WoodTrust Financial's Waystar Holding Corp position peaked at $383K in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.