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Cornercap Investment Counsel’s WaFd WAFD Stock Holding History

Cornercap Investment Counsel’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
Q1 		– Sell
-17,666
Closed -$570K – 446
2024
Q4 		$570K Hold
17,666
– – 0.18% 182
2024
Q3 		$616K Sell
17,666
-16,295
-48% -$554K 0.18% 181
2024
Q2 		$971K Sell
33,961
-47
-0.1% -$1.3K 0.16% 246
2024
Q1 		$987K Hold
34,008
– – 0.15% 263
2023
Q4 		$1.12M Sell
34,008
-866
-2% -$23.9K 0.18% 183
2023
Q3 		$893K Sell
34,874
-415
-1% -$11.6K 0.16% 263
2023
Q2 		$936K Hold
35,289
– – 0.16% 272
2023
Q1 		$1.06M Buy
35,289
+640
+2% +$21.6K 0.19% 178
2022
Q4 		$1.16M Sell
34,649
-31
-0.1% -$1.08K 0.2% 141
2022
Q3 		$1.04M Buy
34,680
+2,455
+8% +$79.6K 0.2% 156
2022
Q2 		$967K Buy
32,225
+85
+0.3% +$2.67K 0.17% 241
2022
Q1 		$1.05M Buy
32,140
+326
+1% +$11.4K 0.12% 284
2021
Q4 		$1.06M Buy
+31,814
New +$1.1M 0.15% 269
2019
Q2 		– Sell
-32,170
Closed -$929K – 478
2019
Q1 		$929K Hold
32,170
– – 0.13% 297
2018
Q4 		$859K Sell
32,170
-855
-3% -$24K 0.13% 264
2018
Q3 		$1.06M Buy
33,025
+12,720
+63% +$428K 0.14% 256
2018
Q2 		$664K Sell
20,305
-700
-3% -$23K 0.1% 342
2018
Q1 		$727K Buy
+21,005
New +$746K 0.1% 283

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cornercap Investment Counsel's WAFD Position: Q1 2025 in Review

Cornercap Investment Counsel sold out of WaFd (WAFD) in Q1 2025, closing a stake of 17,666 shares — an estimated $570K sold.

Cornercap Investment Counsel first reported a position in WAFD in Q1 2018 and held it in 18 quarters. The position peaked at $1.16M in Q4 2022. 244 funds tracked by Wall St. Rank hold WAFD as of Q1 2025.

  • Cornercap Investment Counsel reported no remaining WaFd position as of Q1 2025 after selling out during the quarter.
  • Cornercap Investment Counsel sold 17,666 WaFd shares in Q1 2025, an estimated $570K.
  • Cornercap Investment Counsel first reported a position in WaFd in Q1 2018 and held it in 18 quarters.
  • Cornercap Investment Counsel's WaFd position peaked at $1.16M in Q4 2022.
  • 244 funds tracked by Wall St. Rank held WaFd as of Q1 2025.

Based on Cornercap Investment Counsel's 13F filing for Q1 2025, filed 2 May 2025.