CWM
WAFD icon

CIBC World Markets’s WaFd WAFD Stock Holding History

CIBC World Markets’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
Q2 		$290K Sell
9,919
-8,021
-45% -$227K ﹤0.01% 1112
2025
Q1 		$513K Buy
17,940
+11,690
+187% +$347K ﹤0.01% 999
2024
Q4 		$202K Buy
+6,250
New +$220K ﹤0.01% 1129
2021
Q2 		– Sell
-7,965
Closed -$245K – 957
2021
Q1 		$245K Buy
+7,965
New +$238K ﹤0.01% 974

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIBC World Markets's WAFD Position: Q2 2025 in Review

CIBC World Markets reduced its WaFd (WAFD) stake by 45% in Q2 2025, selling an estimated $227K and leaving 9,919 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

CIBC World Markets first reported a position in WAFD in Q1 2021 and has held it in 4 quarters since. The position peaked at $513K in Q1 2025. 255 funds tracked by Wall St. Rank hold WAFD as of Q2 2025.

  • CIBC World Markets held 9,919 shares of WaFd worth $290K as of Q2 2025.
  • CIBC World Markets sold 8,021 WaFd shares in Q2 2025, an estimated $227K.
  • WaFd made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1112 holding.
  • CIBC World Markets first reported a position in WaFd in Q1 2021 and has held it in 4 quarters since.
  • CIBC World Markets's WaFd position peaked at $513K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held WaFd as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.