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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
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 $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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Edgestream Partners's WAFD Position: Q2 2025 in Review

Edgestream Partners sold out of WaFd (WAFD) in Q2 2025, closing a stake of 11,551 shares — an estimated $330K sold.

Edgestream Partners first reported a position in WAFD in Q4 2023 and held it in 4 quarters. The position peaked at $2.98M in Q1 2024. 255 funds tracked by Wall St. Rank hold WAFD as of Q2 2025.

  • Edgestream Partners reported no remaining WaFd position as of Q2 2025 after selling out during the quarter.
  • Edgestream Partners sold 11,551 WaFd shares in Q2 2025, an estimated $330K.
  • Edgestream Partners first reported a position in WaFd in Q4 2023 and held it in 4 quarters.
  • Edgestream Partners's WaFd position peaked at $2.98M in Q1 2024.
  • 255 funds tracked by Wall St. Rank held WaFd as of Q2 2025.

Based on Edgestream Partners's 13F filing for Q2 2025, filed 13 Aug 2025.