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 Q2	$614	Hold	16	–	–	﹤0.01%	1279
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Financial Consulate's WAFD Position: Q2 2026 in Review

Financial Consulate held its WaFd (WAFD) position steady in Q2 2026 at 16 shares worth $614. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Financial Consulate first reported a position in WAFD in Q3 2025 and has held it in 4 quarters since. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Financial Consulate held 16 shares of WaFd worth $614 as of Q2 2026.
Financial Consulate left its WaFd share count unchanged in Q2 2026.
WaFd made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1279 holding.
Financial Consulate first reported a position in WaFd in Q3 2025 and has held it in 4 quarters since.
289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.