Envestnet Asset Management’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.25M | Buy |
135,202
+7,159
| +6% | +$230K | ﹤0.01% | 2447 |
|
|
2025
Q4 | $4.1M | Buy |
128,043
+576
| +0.5% | +$17.8K | ﹤0.01% | 2315 |
|
|
2025
Q3 | $3.86M | Buy |
127,467
+4,748
| +4% | +$145K | ﹤0.01% | 2427 |
|
|
2025
Q2 | $3.59M | Buy |
122,719
+3,604
| +3% | +$102K | ﹤0.01% | 2434 |
|
|
2025
Q1 | $3.4M | Sell |
119,115
-5,378
| -4% | -$160K | ﹤0.01% | 2389 |
|
|
2024
Q4 | $4.01M | Sell |
124,493
-3,616
| -3% | -$127K | ﹤0.01% | 2251 |
|
|
2024
Q3 | $4.46M | Buy |
128,109
+2,868
| +2% | +$97.6K | ﹤0.01% | 2171 |
|
|
2024
Q2 | $3.58M | Buy |
125,241
+9,295
| +8% | +$257K | ﹤0.01% | 2248 |
|
|
2024
Q1 | $3.37M | Buy |
+115,946
| New | +$3.34M | ﹤0.01% | 2249 |
|
|
2023
Q2 | – | Sell |
-13,615
| Closed | -$410K | – | 4092 |
|
|
2023
Q1 | $410K | Sell |
13,615
-2,954
| -18% | -$99.9K | ﹤0.01% | 3279 |
|
|
2022
Q4 | $556K | Buy |
16,569
+2,352
| +17% | +$82.2K | ﹤0.01% | 3041 |
|
|
2022
Q3 | $426K | Sell |
14,217
-6,116
| -30% | -$198K | ﹤0.01% | 3114 |
|
|
2022
Q2 | $610K | Sell |
20,333
-1,556
| -7% | -$48.8K | ﹤0.01% | 2949 |
|
|
2022
Q1 | $718K | Buy |
21,889
+1,220
| +6% | +$42.8K | ﹤0.01% | 2896 |
|
|
2021
Q4 | $690K | Sell |
20,669
-1,968
| -9% | -$67.9K | ﹤0.01% | 2873 |
|
|
2021
Q3 | $777K | Buy |
22,637
+581
| +3% | +$18.9K | ﹤0.01% | 2710 |
|
|
2021
Q2 | $701K | Sell |
22,056
-1,536
| -7% | -$50.1K | ﹤0.01% | 2768 |
|
|
2021
Q1 | $727K | Sell |
23,592
-1,083
| -4% | -$32.4K | ﹤0.01% | 2622 |
|
|
2020
Q4 | $635K | Sell |
24,675
-2,220
| -8% | -$52.8K | ﹤0.01% | 2530 |
|
|
2020
Q3 | $561K | Sell |
26,895
-423
| -2% | -$9.97K | ﹤0.01% | 2391 |
|
|
2020
Q2 | $733K | Buy |
27,318
+4,676
| +21% | +$120K | ﹤0.01% | 2162 |
|
|
2020
Q1 | $588K | Buy |
22,642
+13,176
| +139% | +$421K | ﹤0.01% | 2130 |
|
|
2019
Q4 | $347K | Buy |
9,466
+2,991
| +46% | +$110K | ﹤0.01% | 2670 |
|
|
2019
Q3 | $239K | Buy |
+6,475
| New | +$231K | ﹤0.01% | 2779 |
|
|
2018
Q3 | – | Sell |
-611
| Closed | -$20K | – | 2605 |
|
|
2018
Q2 | $20K | Buy |
611
+322
| +111% | +$10.6K | ﹤0.01% | 2425 |
|
|
2018
Q1 | $10K | Hold |
289
| – | – | ﹤0.01% | 2501 |
|
|
2017
Q4 | $10K | Hold |
289
| – | – | ﹤0.01% | 2636 |
|
|
2017
Q3 | $9K | Sell |
289
-247
| -46% | -$8.03K | ﹤0.01% | 2623 |
|
|
2017
Q2 | $15K | Sell |
536
-6,737
| -93% | -$223K | ﹤0.01% | 2652 |
|
|
2017
Q1 | $238K | Buy |
7,273
+560
| +8% | +$18.8K | ﹤0.01% | 1848 |
|
|
2016
Q4 | $230K | Sell |
6,713
-303
| -4% | -$9.26K | ﹤0.01% | 1827 |
|
|
2016
Q3 | $187K | Buy |
7,016
+98
| +1% | +$2.51K | ﹤0.01% | 2042 |
|
|
2016
Q2 | $168K | Buy |
6,918
+66
| +1% | +$1.59K | ﹤0.01% | 2181 |
|
|
2016
Q1 | $155K | Buy |
6,852
+1,561
| +30% | +$33.8K | ﹤0.01% | 2210 |
|
|
2015
Q4 | $126K | Buy |
5,291
+59
| +1% | +$1.45K | ﹤0.01% | 2272 |
|
|
2015
Q3 | $119K | Buy |
+5,232
| New | +$120K | ﹤0.01% | 2266 |
|
|
2014
Q3 | – | Sell |
-208
| Closed | -$5K | – | 2871 |
|
|
2014
Q2 | $5K | Buy |
+208
| New | +$4.55K | ﹤0.01% | 2293 |
|
Other funds holding WAFD
VPM
VCM
SFM
Envestnet Asset Management's WAFD Position: Q1 2026 in Review
Envestnet Asset Management increased its WaFd (WAFD) stake by 5.6% in Q1 2026, buying an estimated $230K and bringing the position to 135,202 shares worth $4.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2447.
Envestnet Asset Management first reported a position in WAFD in Q2 2014 and has held it in 37 quarters since. The position peaked at $4.46M in Q3 2024. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.
- Envestnet Asset Management held 135,202 shares of WaFd worth $4.25M as of Q1 2026.
- Envestnet Asset Management bought 7,159 WaFd shares in Q1 2026, an estimated $230K.
- WaFd made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2447 holding.
- Envestnet Asset Management first reported a position in WaFd in Q2 2014 and has held it in 37 quarters since.
- Envestnet Asset Management's WaFd position peaked at $4.46M in Q3 2024.
- 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.