DiNuzzo Private Wealth’s WaFd WAFD Stock Holding History

DiNuzzo Private Wealth’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	$538	Hold	14	–	–	﹤0.01%	1084
2026 Q1	$440	Hold	14	–	–	﹤0.01%	1111
2025 Q4	$449	Hold	14	–	–	﹤0.01%	1115
2025 Q3	$441	Hold	14	–	–	﹤0.01%	1119
2025 Q2	$410	Sell	14 -2	-13%	-$57	﹤0.01%	1120
2025 Q1	$458	Buy	16 +3	+23%	+$89	﹤0.01%	1080
2024 Q4	$420	Hold	13	–	–	﹤0.01%	1134
2024 Q3	$454	Hold	13	–	–	﹤0.01%	1131
2024 Q2	$372	Buy	13 +2	+18%	+$55	﹤0.01%	1129
2024 Q1	$320	Hold	11	–	–	﹤0.01%	1111
2023 Q4	$363	Buy	+11	New	+$304	﹤0.01%	1080

Other funds holding WAFD

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFG

Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

DiNuzzo Private Wealth's WAFD Position: Q2 2026 in Review

DiNuzzo Private Wealth held its WaFd (WAFD) position steady in Q2 2026 at 14 shares worth $538. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

DiNuzzo Private Wealth first reported a position in WAFD in Q4 2023 and has held it in 11 quarters since. 21 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

DiNuzzo Private Wealth held 14 shares of WaFd worth $538 as of Q2 2026.
DiNuzzo Private Wealth left its WaFd share count unchanged in Q2 2026.
WaFd made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1084 holding.
DiNuzzo Private Wealth first reported a position in WaFd in Q4 2023 and has held it in 11 quarters since.
21 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.