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IEQ Capital’s WaFd WAFD Stock Holding History

IEQ Capital’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 		$436K Buy
+11,359
New +$400K ﹤0.01% 1456
2026
Q1 		– Sell
-12,897
Closed -$413K – 2091
2025
Q4 		$413K Buy
+12,897
New +$398K ﹤0.01% 1418

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

IEQ Capital's WAFD Position: Q2 2026 in Review

IEQ Capital opened a new position in WaFd (WAFD) in Q2 2026: 11,359 shares worth $436K. The stake represents ﹤0.01% of the portfolio and ranks #1456 among its holdings. This is a return to the name: IEQ Capital previously reported a position in WAFD as recently as Q4 2025.

IEQ Capital first reported a position in WAFD in Q4 2025 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • IEQ Capital held 11,359 shares of WaFd worth $436K as of Q2 2026.
  • WaFd was a new IEQ Capital position in Q2 2026.
  • WaFd made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1456 holding.
  • IEQ Capital first reported a position in WaFd in Q4 2025 and has held it in 2 quarters since.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.