Cetera Investment Advisers
WAFD icon

Cetera Investment Advisers’s WaFd WAFD Stock Holding History

Cetera Investment Advisers’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 		$242K Buy
+6,301
New +$222K ﹤0.01% 4339
2025
Q4 		– Sell
-6,605
Closed -$200K – 4881
2025
Q3 		$200K Buy
+6,605
New +$202K ﹤0.01% 4157
2025
Q1 		– Sell
-8,309
Closed -$268K – 4078
2024
Q4 		$268K Buy
8,309
+1,443
+21% +$50.7K ﹤0.01% 3197
2024
Q3 		$239K Buy
+6,866
New +$234K ﹤0.01% 3255

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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

Cetera Investment Advisers's WAFD Position: Q2 2026 in Review

Cetera Investment Advisers opened a new position in WaFd (WAFD) in Q2 2026: 6,301 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #4339 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in WAFD as recently as Q3 2025.

Cetera Investment Advisers first reported a position in WAFD in Q3 2024 and has held it in 4 quarters since. The position peaked at $268K in Q4 2024. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Cetera Investment Advisers held 6,301 shares of WaFd worth $242K as of Q2 2026.
  • WaFd was a new Cetera Investment Advisers position in Q2 2026.
  • WaFd made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4339 holding.
  • Cetera Investment Advisers first reported a position in WaFd in Q3 2024 and has held it in 4 quarters since.
  • Cetera Investment Advisers's WaFd position peaked at $268K in Q4 2024.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.