iSAM Funds (UK)’s WaFd WAFD Stock Holding History

iSAM Funds (UK)’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	–	Sell	-9,972	Closed	-$319K	–	462
2025 Q4	$319K	Buy	+9,972	New	+$308K	0.11%	215

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

iSAM Funds (UK)'s WAFD Position: Q1 2026 in Review

iSAM Funds (UK) sold out of WaFd (WAFD) in Q1 2026, closing a stake of 9,972 shares — an estimated $319K sold.

iSAM Funds (UK) first reported a position in WAFD in Q4 2025 and held it in 1 quarter. The position peaked at $319K in Q4 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

iSAM Funds (UK) reported no remaining WaFd position as of Q1 2026 after selling out during the quarter.
iSAM Funds (UK) sold 9,972 WaFd shares in Q1 2026, an estimated $319K.
iSAM Funds (UK) first reported a position in WaFd in Q4 2025 and held it in 1 quarter.
iSAM Funds (UK)'s WaFd position peaked at $319K in Q4 2025.
257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.