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Foundry Partners’s WaFd WAFD Stock Holding History

Foundry 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
2024
Q4 		– Sell
-88,098
Closed -$3.07M – 304
2024
Q3 		$3.07M Sell
88,098
-181,599
-67% -$6.18M 0.15% 192
2024
Q2 		$7.71M Buy
269,697
+8,041
+3% +$223K 0.41% 68
2024
Q1 		$7.6M Buy
261,656
+139,244
+114% +$4.01M 0.41% 75
2023
Q4 		$4.03M Buy
+122,412
New +$3.38M 0.24% 148
2022
Q1 		– Sell
-289,523
Closed -$9.66M – 364
2021
Q4 		$9.66M Sell
289,523
-34,601
-11% -$1.19M 0.34% 115
2021
Q3 		$11.1M Sell
324,124
-15,954
-5% -$519K 0.4% 97
2021
Q2 		$10.8M Sell
340,078
-10,914
-3% -$356K 0.37% 117
2021
Q1 		$10.8M Sell
350,992
-10,503
-3% -$314K 0.36% 109
2020
Q4 		$9.3M Buy
361,495
+870
+0.2% +$20.7K 0.37% 109
2020
Q3 		$7.52M Sell
360,625
-4,114
-1% -$97K 0.36% 102
2020
Q2 		$9.79M Buy
364,739
+13,909
+4% +$358K 0.48% 71
2020
Q1 		$9.11M Buy
350,830
+58,227
+20% +$1.86M 0.51% 59
2019
Q4 		$10.7M Buy
292,603
+34,451
+13% +$1.26M 0.4% 93
2019
Q3 		$9.55M Sell
258,152
-333,171
-56% -$11.9M 0.39% 92
2019
Q2 		$20.7M Buy
591,323
+58,456
+11% +$1.89M 0.81% 22
2019
Q1 		$15.4M Buy
532,867
+43,894
+9% +$1.29M 0.62% 45
2018
Q4 		$13.1M Buy
488,973
+53,646
+12% +$1.51M 0.59% 44
2018
Q3 		$13.9M Buy
435,327
+1,365
+0.3% +$45.9K 0.53% 47
2018
Q2 		$14.2M Sell
433,962
-278,988
-39% -$9.17M 0.58% 38
2018
Q1 		$24.7M Buy
712,950
+44,135
+7% +$1.57M 1.05% 6
2017
Q4 		$22.9M Buy
668,815
+19,086
+3% +$655K 0.95% 7
2017
Q3 		$21.9M Buy
649,729
+731
+0.1% +$23.8K 0.87% 7
2017
Q2 		$21.5M Buy
648,998
+48,813
+8% +$1.62M 0.88% 8
2017
Q1 		$19.9M Buy
600,185
+75,824
+14% +$2.54M 0.83% 9
2016
Q4 		$18M Hold
524,361
– – 0.78% 13
2016
Q3 		$14M Buy
524,361
+15,876
+3% +$407K 0.74% 19
2016
Q2 		$12.3M Buy
+508,485
New +$12.2M 0.7% 22

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Foundry Partners's WAFD Position: Q4 2024 in Review

Foundry Partners sold out of WaFd (WAFD) in Q4 2024, closing a stake of 88,098 shares — an estimated $3.07M sold.

Foundry Partners first reported a position in WAFD in Q2 2016 and held it in 27 quarters. The position peaked at $24.7M in Q1 2018. 249 funds tracked by Wall St. Rank hold WAFD as of Q4 2024.

  • Foundry Partners reported no remaining WaFd position as of Q4 2024 after selling out during the quarter.
  • Foundry Partners sold 88,098 WaFd shares in Q4 2024, an estimated $3.07M.
  • Foundry Partners first reported a position in WaFd in Q2 2016 and held it in 27 quarters.
  • Foundry Partners's WaFd position peaked at $24.7M in Q1 2018.
  • 249 funds tracked by Wall St. Rank held WaFd as of Q4 2024.

Based on Foundry Partners's 13F filing for Q4 2024, filed 12 Feb 2025.