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Badgley Phelps Wealth Managers’s WaFd WAFD Stock Holding History

Badgley Phelps Wealth Managers’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
2025
Q3 		– Sell
-11,472
Closed -$336K – 302
2025
Q2 		$336K Sell
11,472
-25,333
-69% -$717K 0.01% 248
2025
Q1 		$1.05M Buy
36,805
+5
+0% +$148 0.03% 173
2024
Q4 		$1.19M Buy
36,800
+25,342
+221% +$890K 0.03% 168
2024
Q3 		$399K Buy
11,458
+556
+5% +$18.9K 0.01% 226
2024
Q2 		$312K Hold
10,902
– – 0.01% 219
2024
Q1 		$316K Sell
10,902
-16,400
-60% -$473K 0.01% 215
2023
Q4 		$900K Buy
27,302
+256
+0.9% +$7.08K 0.02% 165
2023
Q3 		$693K Buy
27,046
+16,646
+160% +$465K 0.02% 158
2023
Q2 		$276K Buy
+10,400
New +$288K 0.01% 209

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Badgley Phelps Wealth Managers's WAFD Position: Q3 2025 in Review

Badgley Phelps Wealth Managers sold out of WaFd (WAFD) in Q3 2025, closing a stake of 11,472 shares — an estimated $336K sold.

Badgley Phelps Wealth Managers first reported a position in WAFD in Q2 2023 and held it in 9 quarters. The position peaked at $1.19M in Q4 2024. 254 funds tracked by Wall St. Rank hold WAFD as of Q3 2025.

  • Badgley Phelps Wealth Managers reported no remaining WaFd position as of Q3 2025 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 11,472 WaFd shares in Q3 2025, an estimated $336K.
  • Badgley Phelps Wealth Managers first reported a position in WaFd in Q2 2023 and held it in 9 quarters.
  • Badgley Phelps Wealth Managers's WaFd position peaked at $1.19M in Q4 2024.
  • 254 funds tracked by Wall St. Rank held WaFd as of Q3 2025.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2025, filed 4 Nov 2025.