Envestnet Portfolio Solutions
WAFD icon

Envestnet Portfolio Solutions’s WaFd WAFD Stock Holding History

Envestnet Portfolio Solutions’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 		$306K Sell
9,747
-3,372
-26% -$108K ﹤0.01% 1108
2025
Q4 		$420K Sell
13,119
-868
-6% -$26.8K ﹤0.01% 1130
2025
Q3 		$424K Buy
13,987
+141
+1% +$4.32K ﹤0.01% 1089
2025
Q2 		$405K Buy
13,846
+470
+4% +$13.3K ﹤0.01% 1197
2025
Q1 		$382K Sell
13,376
-3,414
-20% -$101K ﹤0.01% 1168
2024
Q4 		$541K Buy
16,790
+1,187
+8% +$41.7K ﹤0.01% 1210
2024
Q3 		$544K Buy
15,603
+1,940
+14% +$66K ﹤0.01% 1154
2024
Q2 		$390K Buy
13,663
+2,273
+20% +$62.9K ﹤0.01% 1237
2024
Q1 		$331K Buy
+11,390
New +$328K ﹤0.01% 1307

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