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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
Q2 		$230K Buy
+6,000
New +$211K 0.16% 203
2026
Q1 		– Sell
-9,972
Closed -$319K – 462
2025
Q4 		$319K Buy
+9,972
New +$308K 0.11% 215

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

iSAM Funds (UK)'s WAFD Position: Q2 2026 in Review

iSAM Funds (UK) opened a new position in WaFd (WAFD) in Q2 2026: 6,000 shares worth $230K. The stake represents 0.16% of the portfolio and ranks #203 among its holdings. This is a return to the name: iSAM Funds (UK) previously reported a position in WAFD as recently as Q4 2025.

iSAM Funds (UK) first reported a position in WAFD in Q4 2025 and has held it in 2 quarters since. The position peaked at $319K in Q4 2025. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • iSAM Funds (UK) held 6,000 shares of WaFd worth $230K as of Q2 2026.
  • WaFd was a new iSAM Funds (UK) position in Q2 2026.
  • WaFd made up 0.16% of iSAM Funds (UK)'s portfolio in Q2 2026, its #203 holding.
  • iSAM Funds (UK) first reported a position in WaFd in Q4 2025 and has held it in 2 quarters since.
  • iSAM Funds (UK)'s WaFd position peaked at $319K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.