Guggenheim Capital’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-7,402
| Closed | -$217K | – | 1667 |
|
|
2025
Q2 | $217K | Buy |
+7,402
| New | +$210K | ﹤0.01% | 1487 |
|
|
2024
Q2 | – | Sell |
-7,122
| Closed | -$207K | – | 1948 |
|
|
2024
Q1 | $207K | Buy |
+7,122
| New | +$205K | ﹤0.01% | 1785 |
|
|
2022
Q2 | – | Sell |
-14,085
| Closed | -$462K | – | 2143 |
|
|
2022
Q1 | $462K | Buy |
14,085
+2,553
| +22% | +$89.5K | ﹤0.01% | 1710 |
|
|
2021
Q4 | $385K | Sell |
11,532
-10,411
| -47% | -$359K | ﹤0.01% | 1783 |
|
|
2021
Q3 | $753K | Sell |
21,943
-18,280
| -45% | -$595K | ﹤0.01% | 1562 |
|
|
2021
Q2 | $1.28M | Sell |
40,223
-8,196
| -17% | -$267K | 0.01% | 1345 |
|
|
2021
Q1 | $1.49M | Buy |
48,419
+20,271
| +72% | +$606K | 0.01% | 1187 |
|
|
2020
Q4 | $725K | Buy |
+28,148
| New | +$670K | ﹤0.01% | 1484 |
|
|
2019
Q3 | – | Sell |
-19,595
| Closed | -$684K | – | 2156 |
|
|
2019
Q2 | $684K | Buy |
19,595
+541
| +3% | +$17.5K | 0.01% | 1516 |
|
|
2019
Q1 | $550K | Buy |
19,054
+785
| +4% | +$23.1K | ﹤0.01% | 1640 |
|
|
2018
Q4 | $488K | Buy |
18,269
+1,515
| +9% | +$42.5K | ﹤0.01% | 1695 |
|
|
2018
Q3 | $536K | Buy |
16,754
+383
| +2% | +$12.9K | ﹤0.01% | 1942 |
|
|
2018
Q2 | $536K | Sell |
16,371
-7,848
| -32% | -$258K | ﹤0.01% | 1914 |
|
|
2018
Q1 | $838K | Sell |
24,219
-1,532
| -6% | -$54.4K | ﹤0.01% | 2167 |
|
|
2017
Q4 | $882K | Sell |
25,751
-165,888
| -87% | -$5.7M | ﹤0.01% | 2142 |
|
|
2017
Q3 | $6.45M | Buy |
191,639
+19,450
| +11% | +$632K | 0.02% | 911 |
|
|
2017
Q2 | $5.72M | Sell |
172,189
-7,916
| -4% | -$262K | 0.02% | 951 |
|
|
2017
Q1 | $5.96M | Sell |
180,105
-13,661
| -7% | -$458K | 0.02% | 925 |
|
|
2016
Q4 | $6.66M | Buy |
193,766
+166,144
| +601% | +$5.08M | 0.02% | 854 |
|
|
2016
Q3 | $737K | Buy |
27,622
+11,262
| +69% | +$289K | ﹤0.01% | 2239 |
|
|
2016
Q2 | $397K | Sell |
16,360
-357
| -2% | -$8.58K | ﹤0.01% | 2441 |
|
|
2016
Q1 | $378K | Buy |
+16,717
| New | +$362K | ﹤0.01% | 2472 |
|
|
2015
Q4 | – | Sell |
-34,997
| Closed | -$796K | – | 3086 |
|
|
2015
Q3 | $796K | Sell |
34,997
-5,356
| -13% | -$123K | ﹤0.01% | 2225 |
|
|
2015
Q2 | $942K | Sell |
40,353
-10,060
| -20% | -$225K | ﹤0.01% | 2249 |
|
|
2015
Q1 | $1.1M | Sell |
50,413
-5,087
| -9% | -$107K | ﹤0.01% | 2187 |
|
|
2014
Q4 | $1.23M | Sell |
55,500
-390,071
| -88% | -$8.35M | ﹤0.01% | 2084 |
|
|
2014
Q3 | $9.07M | Sell |
445,571
-18,231
| -4% | -$390K | 0.02% | 924 |
|
|
2014
Q2 | $10.4M | Sell |
463,802
-47,464
| -9% | -$1.04M | 0.03% | 847 |
|
|
2014
Q1 | $11.9M | Buy |
511,266
+7,103
| +1% | +$161K | 0.03% | 794 |
|
|
2013
Q4 | $11.7M | Sell |
504,163
-272,622
| -35% | -$6.19M | 0.04% | 777 |
|
|
2013
Q3 | $16.1M | Buy |
776,785
+44,926
| +6% | +$955K | 0.06% | 603 |
|
|
2013
Q2 | $13.8M | Buy |
+731,859
| New | +$12.6M | 0.06% | 575 |
|
Other funds holding WAFD
SFM
Guggenheim Capital's WAFD Position: Q3 2025 in Review
Guggenheim Capital sold out of WaFd (WAFD) in Q3 2025, closing a stake of 7,402 shares — an estimated $217K sold.
Guggenheim Capital first reported a position in WAFD in Q2 2013 and held it in 32 quarters. The position peaked at $16.1M in Q3 2013. 254 funds tracked by Wall St. Rank hold WAFD as of Q3 2025.
- Guggenheim Capital reported no remaining WaFd position as of Q3 2025 after selling out during the quarter.
- Guggenheim Capital sold 7,402 WaFd shares in Q3 2025, an estimated $217K.
- Guggenheim Capital first reported a position in WaFd in Q2 2013 and held it in 32 quarters.
- Guggenheim Capital's WaFd position peaked at $16.1M in Q3 2013.
- 254 funds tracked by Wall St. Rank held WaFd as of Q3 2025.
Based on Guggenheim Capital's 13F filing for Q3 2025, filed 13 Nov 2025.