GRP
WAFD icon

Global Retirement Partners’s WaFd WAFD Stock Holding History

Global Retirement 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
2025
Q4 		$17K Buy
532
+62
+13% +$1.92K ﹤0.01% 2936
2025
Q3 		$14.2K Sell
470
-63
-12% -$1.93K ﹤0.01% 2546
2025
Q2 		$15.6K Buy
+533
New +$15.1K ﹤0.01% 2410
2024
Q4 		$19.6K Sell
609
-121
-17% -$4.25K ﹤0.01% 2098
2024
Q3 		$25.4K Sell
730
-35
-5% -$1.19K ﹤0.01% 1877
2024
Q2 		$21.9K Buy
765
+645
+538% +$17.9K ﹤0.01% 1940
2024
Q1 		$3.48K Buy
120
+13
+12% +$375 ﹤0.01% 2542
2023
Q4 		$3.24K Hold
107
– – ﹤0.01% 2485
2023
Q3 		$2.69K Buy
107
+20
+23% +$559 ﹤0.01% 2420
2023
Q2 		$2.31K Hold
87
– – ﹤0.01% 2495
2023
Q1 		$2.23K Hold
87
– – ﹤0.01% 2468
2022
Q4 		$2.92K Hold
87
– – ﹤0.01% 2212
2022
Q3 		$3K Hold
87
– – ﹤0.01% 2170
2022
Q2 		$3K Hold
87
– – ﹤0.01% 2117
2022
Q1 		$3K Buy
+87
New +$3.05K ﹤0.01% 2114
2021
Q4 		– Sell
-1,723
Closed -$59K – 1796
2021
Q3 		$59K Hold
1,723
– – 0.01% 799
2021
Q2 		$55K Sell
1,723
-76
-4% -$2.48K 0.01% 815
2021
Q1 		$55K Buy
1,799
+748
+71% +$22.4K 0.01% 757
2020
Q4 		$27K Buy
1,051
+63
+6% +$1.5K ﹤0.01% 948
2020
Q3 		$21K Buy
988
+31
+3% +$731 ﹤0.01% 915
2020
Q2 		$26K Buy
957
+312
+48% +$8.04K ﹤0.01% 819
2020
Q1 		$17K Hold
645
– – ﹤0.01% 853
2019
Q4 		$24K Sell
645
-31
-5% -$1.14K ﹤0.01% 884
2019
Q3 		$25K Hold
676
– – ﹤0.01% 827
2019
Q2 		$24K Sell
676
-31
-4% -$1K ﹤0.01% 838
2019
Q1 		$20K Buy
707
+184
+35% +$5.41K ﹤0.01% 831
2018
Q4 		$14K Buy
523
+403
+336% +$11.3K ﹤0.01% 872
2018
Q3 		$4K Hold
120
– – ﹤0.01% 1294
2018
Q2 		$4K Hold
120
– – ﹤0.01% 1271
2018
Q1 		$4K Hold
120
– – ﹤0.01% 1224
2017
Q4 		$4K Buy
+120
New +$4.12K ﹤0.01% 1187

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Global Retirement Partners's WAFD Position: Q4 2025 in Review

Global Retirement Partners increased its WaFd (WAFD) stake by 13% in Q4 2025, buying an estimated $1.92K and bringing the position to 532 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2936.

Global Retirement Partners first reported a position in WAFD in Q4 2017 and has held it in 31 quarters since. The position peaked at $59K in Q3 2021. 258 funds tracked by Wall St. Rank hold WAFD as of Q4 2025.

  • Global Retirement Partners held 532 shares of WaFd worth $17K as of Q4 2025.
  • Global Retirement Partners bought 62 WaFd shares in Q4 2025, an estimated $1.92K.
  • WaFd made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2936 holding.
  • Global Retirement Partners first reported a position in WaFd in Q4 2017 and has held it in 31 quarters since.
  • Global Retirement Partners's WaFd position peaked at $59K in Q3 2021.
  • 258 funds tracked by Wall St. Rank held WaFd as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.