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Edgestream Partners’s WaFd WAFD Stock Holding History

Edgestream 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 		$1.17M Buy
+30,468
New +$1.07M 0.03% 638
2025
Q2 		– Sell
-11,551
Closed -$330K – 1083
2025
Q1 		$330K Buy
+11,551
New +$343K 0.01% 742
2024
Q3 		– Sell
-76,155
Closed -$2.18M – 1100
2024
Q2 		$2.18M Sell
76,155
-26,422
-26% -$732K 0.1% 303
2024
Q1 		$2.98M Buy
102,577
+79,942
+353% +$2.3M 0.15% 236
2023
Q4 		$746K Buy
+22,635
New +$626K 0.05% 511

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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

Edgestream Partners's WAFD Position: Q2 2026 in Review

Edgestream Partners opened a new position in WaFd (WAFD) in Q2 2026: 30,468 shares worth $1.17M. The stake represents 0.03% of the portfolio and ranks #638 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in WAFD as recently as Q1 2025.

Edgestream Partners first reported a position in WAFD in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.98M in Q1 2024. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Edgestream Partners held 30,468 shares of WaFd worth $1.17M as of Q2 2026.
  • WaFd was a new Edgestream Partners position in Q2 2026.
  • WaFd made up 0.03% of Edgestream Partners's portfolio in Q2 2026, its #638 holding.
  • Edgestream Partners first reported a position in WaFd in Q4 2023 and has held it in 5 quarters since.
  • Edgestream Partners's WaFd position peaked at $2.98M in Q1 2024.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.