GAMMA Investing
WAFD icon

GAMMA Investing’s WaFd WAFD Stock Holding History

GAMMA Investing’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
Q3 		$115K Sell
3,836
-262
-6% -$9.4K ﹤0.01% 1777
2026
Q2 		$157K Sell
4,098
-10
-0.2% -$352 0.01% 1456
2026
Q1 		$129K Buy
4,108
+452
+12% +$14.5K 0.01% 1460
2025
Q4 		$117K Sell
3,656
-65
-2% -$2.01K 0.01% 1466
2025
Q3 		$113K Buy
3,721
+1,124
+43% +$34.4K 0.01% 1412
2025
Q2 		$76K Buy
2,597
+1,178
+83% +$33.4K ﹤0.01% 1629
2025
Q1 		$40.6K Sell
1,419
-245
-15% -$7.27K ﹤0.01% 1937
2024
Q4 		$53.6K Buy
1,664
+106
+7% +$3.72K ﹤0.01% 1599
2024
Q3 		$54.3K Buy
1,558
+1,305
+516% +$44.4K 0.01% 1440
2024
Q2 		$7.23K Buy
253
+1
+0.4% +$28 ﹤0.01% 2406
2024
Q1 		$7.32K Buy
252
+66
+35% +$1.9K ﹤0.01% 2218
2023
Q4 		$5.4K Buy
+186
New +$5.14K ﹤0.01% 2204

Other funds holding WAFD

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Talbot Financial
Talbot Financial Bellevue, Washington $1.39B AUM 29.88% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $415M AUM 19.98% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

GAMMA Investing's WAFD Position: Q3 2026 in Review

GAMMA Investing reduced its WaFd (WAFD) stake by 6.4% in Q3 2026, selling an estimated $9.4K and leaving 3,836 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

GAMMA Investing first reported a position in WAFD in Q4 2023 and has held it in 12 quarters since. The position peaked at $157K in Q2 2026. 26 funds tracked by Wall St. Rank hold WAFD as of Q3 2026.

  • GAMMA Investing held 3,836 shares of WaFd worth $115K as of Q3 2026.
  • GAMMA Investing sold 262 WaFd shares in Q3 2026, an estimated $9.4K.
  • WaFd made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1777 holding.
  • GAMMA Investing first reported a position in WaFd in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's WaFd position peaked at $157K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held WaFd as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.