EMC Capital Management’s WaFd WAFD Stock Holding History

EMC Capital Management’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 Q4	$107K	Sell	3,346 -591	-15%	-$18.3K	0.05%	175
2025 Q3	$119K	Hold	3,937	–	–	0.06%	180
2025 Q2	$115K	Sell	3,937 -5,451	-58%	-$154K	0.06%	161
2025 Q1	$268K	Hold	9,388	–	–	0.16%	103
2024 Q4	$303K	Buy	9,388 +6,888	+276%	+$242K	0.17%	94
2024 Q3	$72K	Sell	2,500 -6,888	-73%	-$234K	0.05%	241
2024 Q2	$268K	Hold	9,388	–	–	0.16%	114
2024 Q1	$273K	Buy	9,388 +5,204	+124%	+$150K	0.16%	116
2023 Q4	$138K	Hold	4,184	–	–	0.09%	190
2023 Q3	$107K	Buy	4,184 +1,984	+90%	+$55.5K	0.08%	212
2023 Q2	$321	Sell	2,200 -1,984	-47%	-$54.9K	0.25%	64
2023 Q1	$126K	Hold	4,184	–	–	0.11%	193
2022 Q4	$140K	Buy	+4,184	New	+$146K	0.13%	194

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

EMC Capital Management's WAFD Position: Q4 2025 in Review

EMC Capital Management reduced its WaFd (WAFD) stake by 15% in Q4 2025, selling an estimated $18.3K and leaving 3,346 shares worth $107K. The position accounts for 0.05% of the portfolio, ranked #175.

EMC Capital Management first reported a position in WAFD in Q4 2022 and has held it in 13 quarters since. The position peaked at $303K in Q4 2024. 258 funds tracked by Wall St. Rank hold WAFD as of Q4 2025.

EMC Capital Management held 3,346 shares of WaFd worth $107K as of Q4 2025.
EMC Capital Management sold 591 WaFd shares in Q4 2025, an estimated $18.3K.
WaFd made up 0.05% of EMC Capital Management's portfolio in Q4 2025, its #175 holding.
EMC Capital Management first reported a position in WaFd in Q4 2022 and has held it in 13 quarters since.
EMC Capital Management's WaFd position peaked at $303K in Q4 2024.
258 funds tracked by Wall St. Rank held WaFd as of Q4 2025.

Based on EMC Capital Management's 13F filing for Q4 2025, filed 9 Mar 2026.