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 Q2	$291K	Buy	+7,594	New	+$267K	0.08%	329
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Aigen Investment Management's WAFD Position: Q2 2026 in Review

Aigen Investment Management opened a new position in WaFd (WAFD) in Q2 2026: 7,594 shares worth $291K. The stake represents 0.08% of the portfolio and ranks #329 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in WAFD as recently as Q4 2025.

Aigen Investment Management first reported a position in WAFD in Q3 2020 and has held it in 9 quarters since. The position peaked at $552K in Q3 2025. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Aigen Investment Management held 7,594 shares of WaFd worth $291K as of Q2 2026.
WaFd was a new Aigen Investment Management position in Q2 2026.
WaFd made up 0.08% of Aigen Investment Management's portfolio in Q2 2026, its #329 holding.
Aigen Investment Management first reported a position in WaFd in Q3 2020 and has held it in 9 quarters since.
Aigen Investment Management's WaFd position peaked at $552K in Q3 2025.
290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.