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
2026
Q2 		$256K Buy
+6,682
New +$235K ﹤0.01% 3695
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 $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

Creative Planning's WAFD Position: Q2 2026 in Review

Creative Planning opened a new position in WaFd (WAFD) in Q2 2026: 6,682 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #3695 among its holdings. This is a return to the name: Creative Planning previously reported a position in WAFD as recently as Q3 2025.

Creative Planning first reported a position in WAFD in Q2 2013 and has held it in 18 quarters since. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Creative Planning held 6,682 shares of WaFd worth $256K as of Q2 2026.
  • WaFd was a new Creative Planning position in Q2 2026.
  • WaFd made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3695 holding.
  • Creative Planning first reported a position in WaFd in Q2 2013 and has held it in 18 quarters since.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.