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Dana Investment Advisors’s WaFd WAFD Stock Holding History

Dana Investment 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
Q1 		$4.92M Sell
156,715
-356
-0.2% -$11.4K 0.15% 172
2025
Q4 		$5.03M Sell
157,071
-196
-0.1% -$6.05K 0.15% 166
2025
Q3 		$4.76M Sell
157,267
-1,128
-0.7% -$34.6K 0.14% 170
2025
Q2 		$4.64M Sell
158,395
-2,561
-2% -$72.5K 0.15% 165
2025
Q1 		$4.6M Sell
160,956
-4,147
-3% -$123K 0.16% 156
2024
Q4 		$5.32M Sell
165,103
-9,515
-5% -$334K 0.18% 152
2024
Q3 		$6.09M Sell
174,618
-20,613
-11% -$701K 0.2% 141
2024
Q2 		$5.58M Sell
195,231
-2,624
-1% -$72.7K 0.19% 151
2024
Q1 		$5.74M Buy
+197,855
New +$5.7M 0.19% 145

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Dana Investment Advisors's WAFD Position: Q1 2026 in Review

Dana Investment Advisors reduced its WaFd (WAFD) stake by 0.23% in Q1 2026, selling an estimated $11.4K and leaving 156,715 shares worth $4.92M. The position accounts for 0.15% of the portfolio, ranked #172.

Dana Investment Advisors first reported a position in WAFD in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.09M in Q3 2024. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Dana Investment Advisors held 156,715 shares of WaFd worth $4.92M as of Q1 2026.
  • Dana Investment Advisors sold 356 WaFd shares in Q1 2026, an estimated $11.4K.
  • WaFd made up 0.15% of Dana Investment Advisors's portfolio in Q1 2026, its #172 holding.
  • Dana Investment Advisors first reported a position in WaFd in Q1 2024 and has held it in 9 quarters since.
  • Dana Investment Advisors's WaFd position peaked at $6.09M in Q3 2024.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.