Creative Planning
WAFD icon

Creative Planning’s WaFd WAFD Stock Holding History

Creative Planning’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
Q4 		– Sell
-6,902
Closed -$209K – 4127
2025
Q3 		$209K Buy
+6,902
New +$211K ﹤0.01% 3446
2017
Q3 		– Sell
-3,327
Closed -$110K – 3693
2017
Q2 		$110K Buy
3,327
+101
+3% +$3.35K ﹤0.01% 1925
2017
Q1 		$107K Hold
3,226
– – ﹤0.01% 1910
2016
Q4 		$111K Buy
3,226
+187
+6% +$5.71K ﹤0.01% 1800
2016
Q3 		$81K Buy
3,039
+1,441
+90% +$37K ﹤0.01% 1986
2016
Q2 		$39K Buy
1,598
+110
+7% +$2.64K ﹤0.01% 2322
2016
Q1 		$34K Sell
1,488
-8,010
-84% -$173K ﹤0.01% 2377
2015
Q4 		$226K Buy
9,498
+7,910
+498% +$195K ﹤0.01% 1133
2015
Q3 		$36K Buy
+1,588
New +$36.4K ﹤0.01% 2303
2015
Q2 		– Sell
-1,531
Closed -$33K – 3003
2015
Q1 		$33K Buy
1,531
+789
+106% +$16.6K ﹤0.01% 2313
2014
Q4 		$16K Hold
742
– – ﹤0.01% 2824
2014
Q3 		$15K Buy
742
+100
+16% +$2.14K ﹤0.01% 2717
2014
Q2 		$14K Hold
642
– – ﹤0.01% 2710
2014
Q1 		$15K Hold
642
– – ﹤0.01% 2560
2013
Q4 		$15K Hold
642
– – ﹤0.01% 2363
2013
Q3 		$13K Hold
642
– – ﹤0.01% 2326
2013
Q2 		$12K Buy
+642
New +$11K ﹤0.01% 2195

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Creative Planning's WAFD Position: Q4 2025 in Review

Creative Planning sold out of WaFd (WAFD) in Q4 2025, closing a stake of 6,902 shares — an estimated $209K sold.

Creative Planning first reported a position in WAFD in Q2 2013 and held it in 17 quarters. The position peaked at $226K in Q4 2015. 258 funds tracked by Wall St. Rank hold WAFD as of Q4 2025.

  • Creative Planning reported no remaining WaFd position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 6,902 WaFd shares in Q4 2025, an estimated $209K.
  • Creative Planning first reported a position in WaFd in Q2 2013 and held it in 17 quarters.
  • Creative Planning's WaFd position peaked at $226K in Q4 2015.
  • 258 funds tracked by Wall St. Rank held WaFd as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.