AIP
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Ameritas Investment Partners’s WaFd WAFD Stock Holding History

Ameritas Investment Partners’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 		$196K Sell
6,235
-355
-5% -$11.4K 0.01% 1274
2025
Q4 		$211K Hold
6,590
– – 0.01% 1213
2025
Q3 		$200K Sell
6,590
-1,589
-19% -$48.7K 0.01% 1241
2025
Q2 		$239K Hold
8,179
– – 0.01% 1189
2025
Q1 		$234K Buy
8,179
+1,192
+17% +$35.4K 0.01% 1174
2024
Q4 		$225K Buy
6,987
+450
+7% +$15.8K 0.01% 1250
2024
Q3 		$228K Sell
6,537
-350
-5% -$11.9K 0.01% 1226
2024
Q2 		$197K Hold
6,887
– – 0.01% 1274
2024
Q1 		$200K Buy
6,887
+373
+6% +$10.7K 0.01% 1287
2023
Q4 		$215K Hold
6,514
– – 0.01% 1219
2023
Q3 		$167K Buy
6,514
+1,328
+26% +$37.1K 0.01% 1302
2023
Q2 		$138K Hold
5,186
– – 0.01% 1381
2023
Q1 		$156K Sell
5,186
-16,800
-76% -$568K 0.01% 1246
2022
Q4 		$742K Buy
21,986
+325
+2% +$11.4K 0.03% 683
2022
Q3 		$649K Sell
21,661
-618
-3% -$20K 0.03% 674
2022
Q2 		$668K Sell
22,279
-332
-1% -$10.4K 0.03% 680
2022
Q1 		$742K Hold
22,611
– – 0.03% 710
2021
Q4 		$755K Sell
22,611
-580
-3% -$20K 0.03% 712
2021
Q3 		$796K Sell
23,191
-2,039
-8% -$66.4K 0.03% 678
2021
Q2 		$802K Sell
25,230
-1,326
-5% -$43.2K 0.03% 685
2021
Q1 		$818K Sell
26,556
-998
-4% -$29.8K 0.03% 660
2020
Q4 		$709K Sell
27,554
-1,020
-4% -$24.3K 0.03% 671
2020
Q3 		$596K Hold
28,574
– – 0.03% 660
2020
Q2 		$767K Sell
28,574
-300
-1% -$7.73K 0.04% 559
2020
Q1 		$750K Hold
28,874
– – 0.04% 474
2019
Q4 		$1.06M Sell
28,874
-149
-0.5% -$5.47K 0.05% 502
2019
Q3 		$1.07M Sell
29,023
-1,231
-4% -$44K 0.05% 468
2019
Q2 		$1.06M Sell
30,254
-548
-2% -$17.7K 0.05% 492
2019
Q1 		$890K Hold
30,802
– – 0.04% 557
2018
Q4 		$823K Sell
30,802
-1,030
-3% -$28.9K 0.04% 524
2018
Q3 		$1.02M Hold
31,832
– – 0.05% 530
2018
Q2 		$1.04M Sell
31,832
-1,135
-3% -$37.3K 0.05% 516
2018
Q1 		$1.14M Sell
32,967
-888
-3% -$31.5K 0.05% 469
2017
Q4 		$1.16M Sell
33,855
-315
-0.9% -$10.8K 0.05% 487
2017
Q3 		$1.07M Hold
34,170
– – 0.05% 494
2017
Q2 		$1.13M Hold
34,170
– – 0.05% 476
2017
Q1 		$1.13M Sell
34,170
-536
-2% -$18K 0.06% 457
2016
Q4 		$1.19M Sell
34,706
-935
-3% -$28.6K 0.06% 435
2016
Q3 		$951K Buy
35,641
+13,922
+64% +$357K 0.05% 512
2016
Q2 		$527K Buy
21,719
+534
+3% +$12.8K 0.03% 579
2016
Q1 		$480K Sell
21,185
-568
-3% -$12.3K 0.03% 597
2015
Q4 		$518K Hold
21,753
– – 0.04% 540
2015
Q3 		$495K Hold
21,753
– – 0.04% 545
2015
Q2 		$508K Sell
21,753
-1,761
-7% -$39.5K 0.03% 581
2015
Q1 		$513K Sell
23,514
-30,200
-56% -$637K 0.03% 593
2014
Q4 		$1.19M Sell
53,714
-656
-1% -$14K 0.08% 242
2014
Q3 		$1.11M Sell
54,370
-19,800
-27% -$423K 0.08% 263
2014
Q2 		$1.66M Buy
74,170
+8,527
+13% +$187K 0.12% 192
2014
Q1 		$1.53M Sell
65,643
-557
-0.8% -$12.6K 0.12% 208
2013
Q4 		$1.54M Hold
66,200
– – 0.12% 217
2013
Q3 		$1.37M Sell
66,200
-2,800
-4% -$59.5K 0.13% 208
2013
Q2 		$1.3M Buy
+69,000
New +$1.19M 0.36% 118

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
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

Ameritas Investment Partners's WAFD Position: Q1 2026 in Review

Ameritas Investment Partners reduced its WaFd (WAFD) stake by 5.4% in Q1 2026, selling an estimated $11.4K and leaving 6,235 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #1274.

Ameritas Investment Partners first reported a position in WAFD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.66M in Q2 2014. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Ameritas Investment Partners held 6,235 shares of WaFd worth $196K as of Q1 2026.
  • Ameritas Investment Partners sold 355 WaFd shares in Q1 2026, an estimated $11.4K.
  • WaFd made up 0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1274 holding.
  • Ameritas Investment Partners first reported a position in WaFd in Q2 2013 and has held it in 52 quarters since.
  • Ameritas Investment Partners's WaFd position peaked at $1.66M in Q2 2014.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.