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InceptionR’s WaFd WAFD Stock Holding History

InceptionR’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
Q2 		– Sell
-12,013
Closed -$343K – 867
2025
Q1 		$343K Sell
12,013
-7,901
-40% -$234K 0.1% 353
2024
Q4 		$642K Buy
+19,914
New +$700K 0.14% 278
2024
Q2 		– Sell
-22,509
Closed -$653K – 877
2024
Q1 		$653K Buy
22,509
+14,309
+175% +$412K 0.17% 235
2023
Q4 		$270K Buy
+8,200
New +$227K 0.19% 245
2023
Q1 		– Sell
-7,112
Closed -$239K – 602
2022
Q4 		$239K Buy
+7,112
New +$249K 0.13% 320

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

InceptionR's WAFD Position: Q2 2025 in Review

InceptionR sold out of WaFd (WAFD) in Q2 2025, closing a stake of 12,013 shares — an estimated $343K sold.

InceptionR first reported a position in WAFD in Q4 2022 and held it in 5 quarters. The position peaked at $653K in Q1 2024. 255 funds tracked by Wall St. Rank hold WAFD as of Q2 2025.

  • InceptionR reported no remaining WaFd position as of Q2 2025 after selling out during the quarter.
  • InceptionR sold 12,013 WaFd shares in Q2 2025, an estimated $343K.
  • InceptionR first reported a position in WaFd in Q4 2022 and held it in 5 quarters.
  • InceptionR's WaFd position peaked at $653K in Q1 2024.
  • 255 funds tracked by Wall St. Rank held WaFd as of Q2 2025.

Based on InceptionR's 13F filing for Q2 2025, filed 12 Aug 2025.