Aquatic Capital Management’s WaFd WAFD Stock Holding History

Aquatic Capital 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	$72.2K	Buy	+1,881	New	+$66.2K	﹤0.01%	1130
2025 Q4	–	Sell	-27,317	Closed	-$827K	–	1810
2025 Q3	$827K	Buy	+27,317	New	+$837K	0.02%	730
2025 Q1	–	Sell	-4,361	Closed	-$141K	–	1663
2024 Q4	$141K	Buy	+4,361	New	+$153K	﹤0.01%	1006
2024 Q3	–	Sell	-4,500	Closed	-$129K	–	1577
2024 Q2	$129K	Buy	4,500 +1,100	+32%	+$30.5K	﹤0.01%	843
2024 Q1	$98.7K	Buy	+3,400	New	+$98K	﹤0.01%	916
2023 Q4	–	Sell	-5,900	Closed	-$151K	–	1663
2023 Q3	$151K	Buy	5,900 +5,500	+1,375%	+$154K	0.01%	742
2023 Q2	$11K	Buy	+400	New	+$11.1K	﹤0.01%	1194
2023 Q1	–	Sell	-17,200	Closed	-$577K	–	1796
2022 Q4	$577K	Buy	+17,200	New	+$601K	0.04%	465
2022 Q3	–	Sell	-100	Closed	-$3K	–	1591
2022 Q2	$3K	Sell	100 -300	-75%	-$9.42K	﹤0.01%	1094
2022 Q1	$13K	Sell	400 -1,000	-71%	-$35.1K	0.02%	611
2021 Q4	$47K	Buy	+1,400	New	+$48.3K	0.09%	327

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

Aquatic Capital Management's WAFD Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in WaFd (WAFD) in Q2 2026: 1,881 shares worth $72.2K. The stake represents ﹤0.01% of the portfolio and ranks #1130 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in WAFD as recently as Q3 2025.

Aquatic Capital Management first reported a position in WAFD in Q4 2021 and has held it in 11 quarters since. The position peaked at $827K in Q3 2025. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Aquatic Capital Management held 1,881 shares of WaFd worth $72.2K as of Q2 2026.
WaFd was a new Aquatic Capital Management position in Q2 2026.
WaFd made up ﹤0.01% of Aquatic Capital Management's portfolio in Q2 2026, its #1130 holding.
Aquatic Capital Management first reported a position in WaFd in Q4 2021 and has held it in 11 quarters since.
Aquatic Capital Management's WaFd position peaked at $827K in Q3 2025.
289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

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