EWA
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EverSource Wealth Advisors’s WaFd WAFD Stock Holding History

EverSource Wealth Advisors’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 		$63.6K Buy
2,026
+243
+14% +$7.82K ﹤0.01% 1726
2025
Q4 		$57.1K Sell
1,783
-47
-3% -$1.45K ﹤0.01% 1658
2025
Q3 		$55.4K Sell
1,830
-71
-4% -$2.17K ﹤0.01% 1630
2025
Q2 		$55.7K Buy
1,901
+1,667
+712% +$47.2K ﹤0.01% 1548
2025
Q1 		$6.69K Buy
234
+204
+680% +$6.05K ﹤0.01% 2350
2024
Q4 		$967 Buy
+30
New +$1.05K ﹤0.01% 2977

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

EverSource Wealth Advisors's WAFD Position: Q1 2026 in Review

EverSource Wealth Advisors increased its WaFd (WAFD) stake by 14% in Q1 2026, buying an estimated $7.82K and bringing the position to 2,026 shares worth $63.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

EverSource Wealth Advisors first reported a position in WAFD in Q4 2024 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • EverSource Wealth Advisors held 2,026 shares of WaFd worth $63.6K as of Q1 2026.
  • EverSource Wealth Advisors bought 243 WaFd shares in Q1 2026, an estimated $7.82K.
  • WaFd made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1726 holding.
  • EverSource Wealth Advisors first reported a position in WaFd in Q4 2024 and has held it in 6 quarters since.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.