DIA
WAFD icon

Dean Investment Associates’s WaFd WAFD Stock Holding History

Dean Investment Associates’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
-37,767
Closed -$1.22M – 218
2024
Q4 		$1.22M Sell
37,767
-32,293
-46% -$1.13M 0.17% 182
2024
Q3 		$2.44M Buy
70,060
+19,716
+39% +$671K 0.33% 151
2024
Q2 		$1.44M Sell
50,344
-32,079
-39% -$888K 0.2% 176
2024
Q1 		$2.39M Sell
82,423
-13,876
-14% -$400K 0.33% 131
2023
Q4 		$3.17M Buy
96,299
+11,539
+14% +$319K 0.45% 100
2023
Q3 		$2.17M Buy
84,760
+1,941
+2% +$54.3K 0.36% 108
2023
Q2 		$2.2M Sell
82,819
-5,911
-7% -$164K 0.36% 105
2023
Q1 		$2.67M Sell
88,730
-63,181
-42% -$2.14M 0.43% 92
2022
Q4 		$5.1M Buy
151,911
+12,965
+9% +$453K 0.87% 30
2022
Q3 		$4.17M Buy
138,946
+17,450
+14% +$566K 0.85% 30
2022
Q2 		$3.65M Buy
121,496
+14,145
+13% +$444K 0.71% 42
2022
Q1 		$3.52M Buy
107,351
+13,157
+14% +$461K 0.63% 55
2021
Q4 		$3.14M Buy
94,194
+10,054
+12% +$347K 0.55% 65
2021
Q3 		$2.89M Buy
84,140
+1,943
+2% +$63.2K 0.54% 66
2021
Q2 		$2.61M Sell
82,197
-18,063
-18% -$589K 0.48% 76
2021
Q1 		$3.09M Buy
100,260
+23,508
+31% +$703K 0.58% 55
2020
Q4 		$1.98M Buy
+76,752
New +$1.83M 0.41% 102
2020
Q1 		– Sell
-61,555
Closed -$2.26M – 267
2019
Q4 		$2.26M Sell
61,555
-33,540
-35% -$1.23M 0.35% 128
2019
Q3 		$3.52M Sell
95,095
-8,895
-9% -$318K 0.52% 86
2019
Q2 		$3.63M Sell
103,990
-29,340
-22% -$949K 0.52% 91
2019
Q1 		$3.85M Sell
133,330
-119,870
-47% -$3.52M 0.56% 83
2018
Q4 		$6.76M Buy
253,200
+2,995
+1% +$84.1K 1.07% 13
2018
Q3 		$8.01M Buy
250,205
+9,715
+4% +$327K 1.12% 7
2018
Q2 		$7.86M Buy
240,490
+16,630
+7% +$546K 1.16% 7
2018
Q1 		$7.75M Buy
+223,860
New +$7.95M 1.14% 8

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dean Investment Associates's WAFD Position: Q1 2025 in Review

Dean Investment Associates sold out of WaFd (WAFD) in Q1 2025, closing a stake of 37,767 shares — an estimated $1.22M sold.

Dean Investment Associates first reported a position in WAFD in Q1 2018 and held it in 25 quarters. The position peaked at $8.01M in Q3 2018. 244 funds tracked by Wall St. Rank hold WAFD as of Q1 2025.

  • Dean Investment Associates reported no remaining WaFd position as of Q1 2025 after selling out during the quarter.
  • Dean Investment Associates sold 37,767 WaFd shares in Q1 2025, an estimated $1.22M.
  • Dean Investment Associates first reported a position in WaFd in Q1 2018 and held it in 25 quarters.
  • Dean Investment Associates's WaFd position peaked at $8.01M in Q3 2018.
  • 244 funds tracked by Wall St. Rank held WaFd as of Q1 2025.

Based on Dean Investment Associates's 13F filing for Q1 2025, filed 13 May 2025.