EP
WAFD icon

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
Q3 		$5.6K Buy
187
+4
+2% +$143 ﹤0.01% 1455
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Talbot Financial
Talbot Financial Bellevue, Washington $1.39B AUM 29.88% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $415M AUM 19.98% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Essential Partners's WAFD Position: Q3 2026 in Review

Essential Partners increased its WaFd (WAFD) stake by 2.2% in Q3 2026, buying an estimated $143 and bringing the position to 187 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Essential Partners first reported a position in WAFD in Q2 2025 and has held it in 6 quarters since. The position peaked at $7.02K in Q2 2026. 26 funds tracked by Wall St. Rank hold WAFD as of Q3 2026.

  • Essential Partners held 187 shares of WaFd worth $5.6K as of Q3 2026.
  • Essential Partners bought 4 WaFd shares in Q3 2026, an estimated $143.
  • WaFd made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1455 holding.
  • Essential Partners first reported a position in WaFd in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's WaFd position peaked at $7.02K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held WaFd as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.