Brinker Capital’s WaFd WAFD Stock Holding History

Brinker 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
2020 Q2	$1.1M	Buy	41,044 +2,766	+7%	+$71.3K	0.04%	475
2020 Q1	$994K	Buy	38,278 +2,064	+6%	+$66K	0.04%	432
2019 Q4	$1.33M	Sell	36,214 -569	-2%	-$20.9K	0.04%	416
2019 Q3	$1.36M	Buy	36,783 +579	+2%	+$20.7K	0.05%	401
2019 Q2	$1.26M	Sell	36,204 -1,102	-3%	-$35.6K	0.05%	399
2019 Q1	$1.08M	Buy	37,306 +6,495	+21%	+$191K	0.04%	435
2018 Q4	$823K	Sell	30,811 -3,447	-10%	-$96.8K	0.04%	454
2018 Q3	$1.1M	Buy	34,258 +1,897	+6%	+$63.8K	0.04%	474
2018 Q2	$1.06M	Buy	32,361 +2,437	+8%	+$80.1K	0.04%	464
2018 Q1	$1.03M	Sell	29,924 -245	-0.8%	-$8.7K	0.04%	454
2017 Q4	$1.03M	Buy	30,169 +628	+2%	+$21.6K	0.04%	421
2017 Q3	$994K	Sell	29,541 -169	-0.6%	-$5.5K	0.04%	413
2017 Q2	$986K	Sell	29,710 -752	-2%	-$24.9K	0.05%	376
2017 Q1	$1.01M	Buy	+30,462	New	+$1.02M	0.05%	368

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return