Cerity Partners’s WaFd WAFD Stock Holding History

Cerity 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
2024 Q4	–	Sell	-8,847	Closed	-$308K	–	2612
2024 Q3	$308K	Sell	8,847 -1,159	-12%	-$39.4K	﹤0.01%	2044
2024 Q2	$286K	Buy	+10,006	New	+$277K	﹤0.01%	1845

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Cerity Partners's WAFD Position: Q4 2024 in Review

Cerity Partners sold out of WaFd (WAFD) in Q4 2024, closing a stake of 8,847 shares — an estimated $308K sold.

Cerity Partners first reported a position in WAFD in Q2 2024 and held it in 2 quarters. The position peaked at $308K in Q3 2024. 249 funds tracked by Wall St. Rank hold WAFD as of Q4 2024.

Cerity Partners reported no remaining WaFd position as of Q4 2024 after selling out during the quarter.
Cerity Partners sold 8,847 WaFd shares in Q4 2024, an estimated $308K.
Cerity Partners first reported a position in WaFd in Q2 2024 and held it in 2 quarters.
Cerity Partners's WaFd position peaked at $308K in Q3 2024.
249 funds tracked by Wall St. Rank held WaFd as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.