Algert Global’s WaFd WAFD Stock Holding History

Algert Global’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	-16,378	Closed	-$525K	–	1353
2025 Q4	$525K	Hold	16,378	–	–	0.01%	940
2025 Q3	$496K	Buy	16,378 +2,490	+18%	+$76.3K	0.01%	926
2025 Q2	$407K	Hold	13,888	–	–	0.01%	973
2025 Q1	$397K	Hold	13,888	–	–	0.01%	957
2024 Q4	$448K	Buy	+13,888	New	+$488K	0.01%	931
2024 Q3	–	Sell	-7,002	Closed	-$200K	–	1609
2024 Q2	$200K	Buy	+7,002	New	+$194K	0.01%	1282
2023 Q2	–	Sell	-69,601	Closed	-$2.1M	–	1284
2023 Q1	$2.1M	Sell	69,601 -65,571	-49%	-$2.22M	0.1%	329
2022 Q4	$4.54M	Buy	135,172 +15,760	+13%	+$551K	0.25%	94
2022 Q3	$3.58M	Buy	119,412 +66,297	+125%	+$2.15M	0.22%	109
2022 Q2	$1.59M	Buy	53,115 +32,597	+159%	+$1.02M	0.12%	270
2022 Q1	$673K	Buy	20,518 +8,487	+71%	+$298K	0.04%	702
2021 Q4	$402K	Buy	12,031 +4,570	+61%	+$158K	0.05%	619
2021 Q3	$256K	Buy	+7,461	New	+$243K	0.03%	818

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

Algert Global's WAFD Position: Q1 2026 in Review

Algert Global sold out of WaFd (WAFD) in Q1 2026, closing a stake of 16,378 shares — an estimated $525K sold.

Algert Global first reported a position in WAFD in Q3 2021 and held it in 13 quarters. The position peaked at $4.54M in Q4 2022. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

Algert Global reported no remaining WaFd position as of Q1 2026 after selling out during the quarter.
Algert Global sold 16,378 WaFd shares in Q1 2026, an estimated $525K.
Algert Global first reported a position in WaFd in Q3 2021 and held it in 13 quarters.
Algert Global's WaFd position peaked at $4.54M in Q4 2022.
257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.