Creative Financial Designs’s WaFd WAFD Stock Holding History

Creative Financial Designs’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	$2.11K	Hold	55	–	–	﹤0.01%	1894
2026 Q1	$1.73K	Hold	55	–	–	﹤0.01%	1805
2025 Q4	$1.76K	Hold	55	–	–	﹤0.01%	1702
2025 Q3	$1.67K	Hold	55	–	–	﹤0.01%	1721
2025 Q2	$1.61K	Hold	55	–	–	﹤0.01%	1713
2025 Q1	$1.57K	Buy	+55	New	+$1.63K	﹤0.01%	1709

Other funds holding WAFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Creative Financial Designs's WAFD Position: Q2 2026 in Review

Creative Financial Designs held its WaFd (WAFD) position steady in Q2 2026 at 55 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Creative Financial Designs first reported a position in WAFD in Q1 2025 and has held it in 6 quarters since. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Creative Financial Designs held 55 shares of WaFd worth $2.11K as of Q2 2026.
Creative Financial Designs left its WaFd share count unchanged in Q2 2026.
WaFd made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1894 holding.
Creative Financial Designs first reported a position in WaFd in Q1 2025 and has held it in 6 quarters since.
290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.