Gilpin Wealth Management
WAFD icon

Gilpin Wealth Management’s WaFd WAFD Stock Holding History

Gilpin Wealth Management’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 		$300 Hold
10
– – ﹤0.01% 1005
2026
Q2 		$384 Hold
10
– – ﹤0.01% 758
2026
Q1 		$314 Buy
10
+4
+67% +$129 ﹤0.01% 754
2025
Q4 		$193 Buy
+6
New +$185 ﹤0.01% 668

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Y-Intercept (HK)
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Talbot Financial
Talbot Financial Bellevue, Washington $1.39B AUM 29.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Tradewinds Capital Management
Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Gilpin Wealth Management's WAFD Position: Q3 2026 in Review

Gilpin Wealth Management held its WaFd (WAFD) position steady in Q3 2026 at 10 shares worth $300. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Gilpin Wealth Management first reported a position in WAFD in Q4 2025 and has held it in 4 quarters since. The position peaked at $384 in Q2 2026. 45 funds tracked by Wall St. Rank hold WAFD as of Q3 2026.

  • Gilpin Wealth Management held 10 shares of WaFd worth $300 as of Q3 2026.
  • Gilpin Wealth Management left its WaFd share count unchanged in Q3 2026.
  • WaFd made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1005 holding.
  • Gilpin Wealth Management first reported a position in WaFd in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's WaFd position peaked at $384 in Q2 2026.
  • 45 funds tracked by Wall St. Rank held WaFd as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.