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Essential Partners’s WaFd WAFD Stock Holding History

Essential Partners’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 		$7.02K Hold
183
– – ﹤0.01% 1377
2026
Q1 		$5.75K Sell
183
-26
-12% -$836 ﹤0.01% 1513
2025
Q4 		$6.69K Buy
209
+58
+38% +$1.79K ﹤0.01% 1313
2025
Q3 		$4.57K Buy
151
+138
+1,062% +$4.23K ﹤0.01% 1458
2025
Q2 		$381 Buy
+13
New +$368 ﹤0.01% 1770

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

Essential Partners's WAFD Position: Q2 2026 in Review

Essential Partners held its WaFd (WAFD) position steady in Q2 2026 at 183 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Essential Partners first reported a position in WAFD in Q2 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Essential Partners held 183 shares of WaFd worth $7.02K as of Q2 2026.
  • Essential Partners left its WaFd share count unchanged in Q2 2026.
  • WaFd made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1377 holding.
  • Essential Partners first reported a position in WaFd in Q2 2025 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.