HighTower Advisors’s WaFd WAFD Stock Holding History

HighTower Advisors’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 Q1	$299K	Buy	9,537 +1,028	+12%	+$33.1K	﹤0.01%	3181
2025 Q4	$273K	Buy	+8,509	New	+$263K	﹤0.01%	3122
2024 Q4	–	Sell	-6,777	Closed	-$237K	–	4074
2024 Q3	$237K	Buy	+6,777	New	+$231K	﹤0.01%	3004
2023 Q3	–	Sell	-7,482	Closed	-$201K	–	3770
2023 Q2	$201K	Sell	7,482 -310	-4%	-$8.58K	﹤0.01%	2868
2023 Q1	$234K	Buy	+7,792	New	+$263K	﹤0.01%	2643
2022 Q4	–	Sell	-36,485	Closed	-$1.09M	–	3536
2022 Q3	$1.09M	Buy	+36,485	New	+$1.18M	﹤0.01%	1561
2021 Q4	–	Sell	-9,022	Closed	-$311K	–	3499
2021 Q3	$311K	Buy	+9,022	New	+$294K	﹤0.01%	2391

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

HighTower Advisors's WAFD Position: Q1 2026 in Review

HighTower Advisors increased its WaFd (WAFD) stake by 12% in Q1 2026, buying an estimated $33.1K and bringing the position to 9,537 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #3181.

HighTower Advisors first reported a position in WAFD in Q3 2021 and has held it in 7 quarters since. The position peaked at $1.09M in Q3 2022. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

HighTower Advisors held 9,537 shares of WaFd worth $299K as of Q1 2026.
HighTower Advisors bought 1,028 WaFd shares in Q1 2026, an estimated $33.1K.
WaFd made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3181 holding.
HighTower Advisors first reported a position in WaFd in Q3 2021 and has held it in 7 quarters since.
HighTower Advisors's WaFd position peaked at $1.09M in Q3 2022.
257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.