EF
WAFD icon

Empowered Funds’s WaFd WAFD Stock Holding History

Empowered Funds’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
Q1 		$10.5M Buy
+334,551
New +$10.8M 0.07% 370
2025
Q4 		– Sell
-293,070
Closed -$8.88M – 1911
2025
Q3 		$8.88M Buy
293,070
+27,091
+10% +$830K 0.09% 266
2025
Q2 		$7.79M Sell
265,979
-18,576
-7% -$526K 0.09% 286
2025
Q1 		$8.13M Buy
284,555
+61,364
+27% +$1.82M 0.12% 214
2024
Q4 		$7.2M Buy
223,191
+10,850
+5% +$381K 0.11% 262
2024
Q3 		$7.4M Sell
212,341
-35,188
-14% -$1.2M 0.12% 244
2024
Q2 		$7.07M Sell
247,529
-6,750
-3% -$187K 0.12% 208
2024
Q1 		$7.38M Buy
254,279
+76,622
+43% +$2.21M 0.13% 203
2023
Q4 		$5.86M Buy
177,657
+16,021
+10% +$443K 0.15% 199
2023
Q3 		$4.14M Buy
161,636
+13,272
+9% +$371K 0.12% 224
2023
Q2 		$3.93M Buy
+148,364
New +$4.11M 0.14% 188

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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