CA
WAFD icon

Clearstead Advisors’s WaFd WAFD Stock Holding History

Clearstead Advisors’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 		$39.9K Buy
+1,040
New +$36.6K ﹤0.01% 1578
2025
Q4 		– Sell
-101
Closed -$3.06K – 3280
2025
Q3 		$3.06K Buy
101
+90
+818% +$2.76K ﹤0.01% 2330
2025
Q2 		$323 Buy
+11
New +$311 ﹤0.01% 2534
2021
Q2 		– Sell
-640
Closed -$20K – 1308
2021
Q1 		$20K Hold
640
– – ﹤0.01% 685
2020
Q4 		$16K Hold
640
– – ﹤0.01% 665
2020
Q3 		$13K Sell
640
-324
-34% -$7.64K ﹤0.01% 637
2020
Q2 		$26K Hold
964
– – ﹤0.01% 505
2020
Q1 		$25K Buy
+964
New +$30.8K ﹤0.01% 485

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

Clearstead Advisors's WAFD Position: Q2 2026 in Review

Clearstead Advisors opened a new position in WaFd (WAFD) in Q2 2026: 1,040 shares worth $39.9K. The stake represents ﹤0.01% of the portfolio and ranks #1578 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in WAFD as recently as Q3 2025.

Clearstead Advisors first reported a position in WAFD in Q1 2020 and has held it in 8 quarters since. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Clearstead Advisors held 1,040 shares of WaFd worth $39.9K as of Q2 2026.
  • WaFd was a new Clearstead Advisors position in Q2 2026.
  • WaFd made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1578 holding.
  • Clearstead Advisors first reported a position in WaFd in Q1 2020 and has held it in 8 quarters since.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.