Institute for Wealth Management’s WaFd WAFD Stock Holding History

Institute for Wealth Management’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	$35.1K	Buy	+913	New	+$32.2K	﹤0.01%	978

Other funds holding WAFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Institute for Wealth Management's WAFD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WaFd (WAFD) in Q2 2026: 913 shares worth $35.1K. The stake represents ﹤0.01% of the portfolio and ranks #978 among its holdings.

120 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Institute for Wealth Management held 913 shares of WaFd worth $35.1K as of Q2 2026.
WaFd was a new Institute for Wealth Management position in Q2 2026.
WaFd made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #978 holding.
120 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.