What smart money is saying about Wayfair
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No fund has written a full thesis on Wayfair in our archive, but 3 fund letters report a position in it — most recently ClearBridge Investments Growth Strategy in June 2026.
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3
Reported positions
0
Bought
0
Sold
3
Letters
Position history
Between Q1 2026 and Q2 2026, 3 fund letters reported a position in Wayfair, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions
- June 2026
“In consumer discretionary, Viking benefited from healthy demand for its river cruises and easing concerns over fuel costs, while Wayfair was supported by strong intra-quarter data showing continued share gains.”
Wayfair - HoldsOptimist FundJune 2026
“Wayfair — Another strong quarter: high-single-digit revenue growth and material EBITDA expansion.”
Wayfair - March 2026
“Detractors Individual holdings that detracted from performance during the quarter included Constellation Energy, IQVIA, Wayfair and Rocket Companies.”
Wayfair
Read the letters behind these Wayfair positions
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