Aigen Investment Management’s WaFd WAFD Stock Holding History

Aigen Investment Management’s Portfolio WAFD Stock Details WAFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,665	Closed	-$246K	–	803
2025 Q4	$246K	Sell	7,665 -10,556	-58%	-$326K	0.06%	417
2025 Q3	$552K	Buy	+18,221	New	+$558K	0.09%	372
2025 Q2	–	Sell	-9,828	Closed	-$281K	–	1095
2025 Q1	$281K	Buy	+9,828	New	+$291K	0.04%	520
2023 Q3	–	Sell	-8,847	Closed	-$235K	–	1106
2023 Q2	$235K	Buy	+8,847	New	+$245K	0.03%	569
2023 Q1	–	Sell	-8,666	Closed	-$291K	–	845
2022 Q4	$291K	Buy	+8,666	New	+$303K	0.04%	367
2021 Q2	–	Sell	-8,026	Closed	-$247K	–	756
2021 Q1	$247K	Sell	8,026 -2,392	-23%	-$71.5K	0.03%	473
2020 Q4	$268K	Buy	10,418 +9,076	+676%	+$216K	0.04%	583
2020 Q3	$28K	Buy	+1,342	New	+$31.6K	﹤0.01%	780

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Aigen Investment Management's WAFD Position: Q1 2026 in Review

Aigen Investment Management sold out of WaFd (WAFD) in Q1 2026, closing a stake of 7,665 shares — an estimated $246K sold.

Aigen Investment Management first reported a position in WAFD in Q3 2020 and held it in 8 quarters. The position peaked at $552K in Q3 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

Aigen Investment Management reported no remaining WaFd position as of Q1 2026 after selling out during the quarter.
Aigen Investment Management sold 7,665 WaFd shares in Q1 2026, an estimated $246K.
Aigen Investment Management first reported a position in WaFd in Q3 2020 and held it in 8 quarters.
Aigen Investment Management's WaFd position peaked at $552K in Q3 2025.
257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.