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AlphaCore Capital’s WaFd WAFD Stock Holding History

AlphaCore Capital’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
-33,530
Closed -$1.07M – 1518
2025
Q4 		$1.07M Buy
33,530
+16,740
+100% +$517K 0.02% 401
2025
Q3 		$509K Sell
16,790
-16,781
-50% -$514K 0.02% 442
2025
Q2 		$983K Buy
33,571
+16,780
+100% +$475K 0.04% 263
2025
Q1 		$480K Buy
16,791
+26
+0.2% +$771 0.04% 275
2024
Q4 		$541K Sell
16,765
-16,765
-50% -$589K 0.12% 116
2024
Q3 		$1.17M Buy
+33,530
New +$1.14M 0.26% 68

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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

AlphaCore Capital's WAFD Position: Q1 2026 in Review

AlphaCore Capital sold out of WaFd (WAFD) in Q1 2026, closing a stake of 33,530 shares — an estimated $1.07M sold.

AlphaCore Capital first reported a position in WAFD in Q3 2024 and held it in 6 quarters. The position peaked at $1.17M in Q3 2024. 259 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • AlphaCore Capital reported no remaining WaFd position as of Q1 2026 after selling out during the quarter.
  • AlphaCore Capital sold 33,530 WaFd shares in Q1 2026, an estimated $1.07M.
  • AlphaCore Capital first reported a position in WaFd in Q3 2024 and held it in 6 quarters.
  • AlphaCore Capital's WaFd position peaked at $1.17M in Q3 2024.
  • 259 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.