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
Q2 		$324K Sell
8,431
-1,316
-14% -$46.3K ﹤0.01% 1151
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Envestnet Portfolio Solutions's WAFD Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its WaFd (WAFD) stake by 14% in Q2 2026, selling an estimated $46.3K and leaving 8,431 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Envestnet Portfolio Solutions first reported a position in WAFD in Q1 2024 and has held it in 10 quarters since. The position peaked at $544K in Q3 2024. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Envestnet Portfolio Solutions held 8,431 shares of WaFd worth $324K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 1,316 WaFd shares in Q2 2026, an estimated $46.3K.
  • WaFd made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1151 holding.
  • Envestnet Portfolio Solutions first reported a position in WaFd in Q1 2024 and has held it in 10 quarters since.
  • Envestnet Portfolio Solutions's WaFd position peaked at $544K in Q3 2024.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.