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Dean Capital Management’s WaFd WAFD Stock Holding History

Dean Capital Management’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
-25,456
Closed -$821K – 136
2024
Q4 		$821K Sell
25,456
-19,753
-44% -$694K 0.35% 124
2024
Q3 		$1.58M Buy
45,209
+26,633
+143% +$906K 0.67% 84
2024
Q2 		$531K Sell
18,576
-9,715
-34% -$269K 0.68% 65
2024
Q1 		$821K Sell
28,291
-4,335
-13% -$125K 0.48% 105
2023
Q4 		$1.08M Sell
32,626
-1,299
-4% -$35.9K 0.66% 99
2023
Q3 		$869K Buy
33,925
+948
+3% +$26.5K 0.65% 94
2023
Q2 		$875K Sell
32,977
-525
-2% -$14.5K 1.17% 45
2023
Q1 		$1.01M Sell
33,502
-26,795
-44% -$906K 1.32% 37
2022
Q4 		$2.02M Buy
60,297
+2,394
+4% +$83.7K 2.69% 9
2022
Q3 		$1.74M Sell
57,903
-26,080
-31% -$845K 2.6% 8
2022
Q2 		$2.52M Buy
83,983
+10,910
+15% +$342K 2.21% 13
2022
Q1 		$2.4M Buy
73,073
+9,410
+15% +$330K 2.09% 17
2021
Q4 		$2.13M Buy
63,663
+9,127
+17% +$315K 1.83% 22
2021
Q3 		$1.87M Buy
54,536
+682
+1% +$22.2K 1.73% 24
2021
Q2 		$1.71M Sell
53,854
-36,933
-41% -$1.2M 1.57% 25
2021
Q1 		$2.8M Buy
90,787
+25,743
+40% +$770K 1.89% 15
2020
Q4 		$1.67M Buy
+65,044
New +$1.55M 0.99% 35
2020
Q1 		– Sell
-13,035
Closed -$478K – 175
2019
Q4 		$478K Sell
13,035
-7,010
-35% -$257K 0.45% 127
2019
Q3 		$741K Hold
20,045
– – 0.77% 50
2019
Q2 		$700K Sell
20,045
-5,645
-22% -$183K 0.73% 57
2019
Q1 		$742K Sell
25,690
-78,939
-75% -$2.32M 1.25% 47
2018
Q4 		$2.79M Buy
104,629
+4,990
+5% +$140K 2.28% 3
2018
Q3 		$3.19M Sell
99,639
-7,266
-7% -$245K 2.24% 3
2018
Q2 		$3.5M Sell
106,905
-26,630
-20% -$875K 2.3% 3
2018
Q1 		$4.62M Buy
+133,535
New +$4.74M 2.29% 1

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dean Capital Management's WAFD Position: Q1 2025 in Review

Dean Capital Management sold out of WaFd (WAFD) in Q1 2025, closing a stake of 25,456 shares — an estimated $821K sold.

Dean Capital Management first reported a position in WAFD in Q1 2018 and held it in 25 quarters. The position peaked at $4.62M in Q1 2018. 244 funds tracked by Wall St. Rank hold WAFD as of Q1 2025.

  • Dean Capital Management reported no remaining WaFd position as of Q1 2025 after selling out during the quarter.
  • Dean Capital Management sold 25,456 WaFd shares in Q1 2025, an estimated $821K.
  • Dean Capital Management first reported a position in WaFd in Q1 2018 and held it in 25 quarters.
  • Dean Capital Management's WaFd position peaked at $4.62M in Q1 2018.
  • 244 funds tracked by Wall St. Rank held WaFd as of Q1 2025.

Based on Dean Capital Management's 13F filing for Q1 2025, filed 16 May 2025.