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Hemington Wealth Management’s WaFd WAFD Stock Holding History

Hemington 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
2025
Q3 		$3K Buy
131
+31
+31% +$950 ﹤0.01% 1295
2025
Q2 		$2K Buy
100
+17
+20% +$481 ﹤0.01% 1366
2025
Q1 		$2K Buy
83
+10
+14% +$297 ﹤0.01% 1345
2024
Q4 		$2K Buy
73
+37
+103% +$1.3K ﹤0.01% 1339
2024
Q3 		$1K Buy
+36
New +$1.23K ﹤0.01% 1437

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hemington Wealth Management's WAFD Position: Q3 2025 in Review

Hemington Wealth Management increased its WaFd (WAFD) stake by 31% in Q3 2025, buying an estimated $950 and bringing the position to 131 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Hemington Wealth Management first reported a position in WAFD in Q3 2024 and has held it in 5 quarters since. 254 funds tracked by Wall St. Rank hold WAFD as of Q3 2025.

  • Hemington Wealth Management held 131 shares of WaFd worth $3K as of Q3 2025.
  • Hemington Wealth Management bought 31 WaFd shares in Q3 2025, an estimated $950.
  • WaFd made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1295 holding.
  • Hemington Wealth Management first reported a position in WaFd in Q3 2024 and has held it in 5 quarters since.
  • 254 funds tracked by Wall St. Rank held WaFd as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.