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Financial Consulate’s WaFd WAFD Stock Holding History

Financial Consulate’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 		$503 Hold
16
– – ﹤0.01% 1265
2025
Q4 		$513 Hold
16
– – ﹤0.01% 1161
2025
Q3 		$485 Buy
+16
New +$490 ﹤0.01% 1017

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

Financial Consulate's WAFD Position: Q1 2026 in Review

Financial Consulate held its WaFd (WAFD) position steady in Q1 2026 at 16 shares worth $503. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Financial Consulate first reported a position in WAFD in Q3 2025 and has held it in 3 quarters since. The position peaked at $513 in Q4 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Financial Consulate held 16 shares of WaFd worth $503 as of Q1 2026.
  • Financial Consulate left its WaFd share count unchanged in Q1 2026.
  • WaFd made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1265 holding.
  • Financial Consulate first reported a position in WaFd in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's WaFd position peaked at $513 in Q4 2025.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.