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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
Q3 		$1.46M Buy
57,700
+41,800
+263% +$1.01M 0.18% 72
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

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

WoodTrust Financial's WAY Position: Q3 2026 in Review

WoodTrust Financial increased its Waystar Holding Corp (WAY) stake by 263% in Q3 2026, buying an estimated $1.01M and bringing the position to 57,700 shares worth $1.46M. The position accounts for 0.18% of the portfolio, ranked #72.

WoodTrust Financial first reported a position in WAY in Q3 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold WAY as of Q3 2026.

  • WoodTrust Financial held 57,700 shares of Waystar Holding Corp worth $1.46M as of Q3 2026.
  • WoodTrust Financial bought 41,800 Waystar Holding Corp shares in Q3 2026, an estimated $1.01M.
  • Waystar Holding Corp made up 0.18% of WoodTrust Financial's portfolio in Q3 2026, its #72 holding.
  • WoodTrust Financial first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.