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
Q2 		$76.4K Sell
1,991
-35
-2% -$1.23K ﹤0.01% 1529
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 $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

EverSource Wealth Advisors's WAFD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its WaFd (WAFD) stake by 1.7% in Q2 2026, selling an estimated $1.23K and leaving 1,991 shares worth $76.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

EverSource Wealth Advisors first reported a position in WAFD in Q4 2024 and has held it in 7 quarters since. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • EverSource Wealth Advisors held 1,991 shares of WaFd worth $76.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 35 WaFd shares in Q2 2026, an estimated $1.23K.
  • WaFd made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1529 holding.
  • EverSource Wealth Advisors first reported a position in WaFd in Q4 2024 and has held it in 7 quarters since.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.