GI
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
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% +$3.73K ﹤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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

GAMMA Investing's WAFD Position: Q2 2026 in Review

GAMMA Investing reduced its WaFd (WAFD) stake by 0.24% in Q2 2026, selling an estimated $352 and leaving 4,098 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #1456.

GAMMA Investing first reported a position in WAFD in Q4 2023 and has held it in 11 quarters since. 21 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • GAMMA Investing held 4,098 shares of WaFd worth $157K as of Q2 2026.
  • GAMMA Investing sold 10 WaFd shares in Q2 2026, an estimated $352.
  • WaFd made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1456 holding.
  • GAMMA Investing first reported a position in WaFd in Q4 2023 and has held it in 11 quarters since.
  • 21 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.