Destiny Wealth Partners’s WaFd WAFD Stock Holding History

Destiny Wealth Partners’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	–	Sell	-336	Closed	-$10.6K	–	1088
2026 Q1	$10.6K	Buy	+336	New	+$10.8K	﹤0.01%	913

Other funds holding WAFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Destiny Wealth Partners's WAFD Position: Q2 2026 in Review

Destiny Wealth Partners sold out of WaFd (WAFD) in Q2 2026, closing a stake of 336 shares — an estimated $10.6K sold.

Destiny Wealth Partners first reported a position in WAFD in Q1 2026 and held it in 1 quarter. The position peaked at $10.6K in Q1 2026. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Destiny Wealth Partners reported no remaining WaFd position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 336 WaFd shares in Q2 2026, an estimated $10.6K.
Destiny Wealth Partners first reported a position in WaFd in Q1 2026 and held it in 1 quarter.
Destiny Wealth Partners's WaFd position peaked at $10.6K in Q1 2026.
289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.