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Brinker Capital Investments’s WaFd WAFD Stock Holding History

Brinker Capital Investments’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 		$1.35M Sell
43,066
-485
-1% -$15.6K 0.01% 954
2025
Q4 		$1.39M Sell
43,551
-3,816
-8% -$118K 0.01% 1055
2025
Q3 		$1.43M Sell
47,367
-1,239
-3% -$38K 0.01% 1016
2025
Q2 		$1.42M Buy
48,606
+1,630
+3% +$46.2K 0.01% 979
2025
Q1 		$1.34M Buy
46,976
+8,701
+23% +$258K 0.01% 918
2024
Q4 		$1.23M Sell
38,275
-1,190
-3% -$41.8K 0.01% 933
2024
Q3 		$1.38M Buy
39,465
+2,025
+5% +$68.9K 0.01% 879
2024
Q2 		$1.07M Sell
37,440
-424
-1% -$11.7K 0.01% 958
2024
Q1 		$1.1M Sell
37,864
-491
-1% -$14.1K 0.01% 944
2023
Q4 		$1.21M Sell
38,355
-3,510
-8% -$97K 0.01% 867
2023
Q3 		$1.07M Sell
41,865
-146
-0.3% -$4.08K 0.01% 901
2023
Q2 		$1.11M Sell
42,011
-6
-0% -$166 0.01% 903
2023
Q1 		$1.27M Sell
42,017
-493
-1% -$16.7K 0.02% 780
2022
Q4 		$1.43M Buy
42,510
+3,080
+8% +$108K 0.03% 608
2022
Q3 		$1.18M Sell
39,430
-1,170
-3% -$37.9K 0.02% 642
2022
Q2 		$1.22M Sell
40,600
-614
-1% -$19.3K 0.02% 663
2022
Q1 		$1.35M Sell
41,214
-3,227
-7% -$113K 0.02% 682
2021
Q4 		$1.48M Sell
44,441
-3,362
-7% -$116K 0.02% 677
2021
Q3 		$1.52M Hold
47,803
– – 0.02% 629
2021
Q2 		$1.52M Buy
47,803
+2,326
+5% +$75.8K 0.02% 686
2021
Q1 		$1.4M Buy
+45,477
New +$1.36M 0.02% 603
2020
Q4 		– Sell
-42,557
Closed -$888K – 1209
2020
Q3 		$888K Buy
+42,557
New +$1M 0.02% 720

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

Brinker Capital Investments's WAFD Position: Q1 2026 in Review

Brinker Capital Investments reduced its WaFd (WAFD) stake by 1.1% in Q1 2026, selling an estimated $15.6K and leaving 43,066 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #954.

Brinker Capital Investments first reported a position in WAFD in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.52M in Q3 2021. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Brinker Capital Investments held 43,066 shares of WaFd worth $1.35M as of Q1 2026.
  • Brinker Capital Investments sold 485 WaFd shares in Q1 2026, an estimated $15.6K.
  • WaFd made up 0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #954 holding.
  • Brinker Capital Investments first reported a position in WaFd in Q3 2020 and has held it in 22 quarters since.
  • Brinker Capital Investments's WaFd position peaked at $1.52M in Q3 2021.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.