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High Note Wealth’s WaFd WAFD Stock Holding History

High Note Wealth’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 		– Sell
-70
Closed -$2.12K – 986
2025
Q3 		$2.12K Buy
70
+7
+11% +$214 ﹤0.01% 677
2025
Q2 		$1.84K Sell
63
-1
-2% -$28 ﹤0.01% 682
2025
Q1 		$1.83K Sell
64
-14
-18% -$415 ﹤0.01% 686
2024
Q4 		$2.52K Buy
+78
New +$2.74K ﹤0.01% 642

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

High Note Wealth's WAFD Position: Q4 2025 in Review

High Note Wealth sold out of WaFd (WAFD) in Q4 2025, closing a stake of 70 shares — an estimated $2.12K sold.

High Note Wealth first reported a position in WAFD in Q4 2024 and held it in 4 quarters. The position peaked at $2.52K in Q4 2024. 258 funds tracked by Wall St. Rank hold WAFD as of Q4 2025.

  • High Note Wealth reported no remaining WaFd position as of Q4 2025 after selling out during the quarter.
  • High Note Wealth sold 70 WaFd shares in Q4 2025, an estimated $2.12K.
  • High Note Wealth first reported a position in WaFd in Q4 2024 and held it in 4 quarters.
  • High Note Wealth's WaFd position peaked at $2.52K in Q4 2024.
  • 258 funds tracked by Wall St. Rank held WaFd as of Q4 2025.

Based on High Note Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.