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 Q2	$312K	Sell	8,128 -1,409	-15%	-$49.6K	﹤0.01%	3184
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

HighTower Advisors's WAFD Position: Q2 2026 in Review

HighTower Advisors reduced its WaFd (WAFD) stake by 15% in Q2 2026, selling an estimated $49.6K and leaving 8,128 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #3184.

HighTower Advisors first reported a position in WAFD in Q3 2021 and has held it in 8 quarters since. The position peaked at $1.09M in Q3 2022. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

HighTower Advisors held 8,128 shares of WaFd worth $312K as of Q2 2026.
HighTower Advisors sold 1,409 WaFd shares in Q2 2026, an estimated $49.6K.
WaFd made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3184 holding.
HighTower Advisors first reported a position in WaFd in Q3 2021 and has held it in 8 quarters since.
HighTower Advisors's WaFd position peaked at $1.09M in Q3 2022.
290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.