Jacobs Levy Equity Management’s WaFd WAFD Stock Holding History

Jacobs Levy Equity 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 Q1	$990K	Buy	31,529 +4,069	+15%	+$131K	﹤0.01%	706
2025 Q4	$880K	Sell	27,460 -1,178	-4%	-$36.4K	﹤0.01%	704
2025 Q3	$867K	Sell	28,638 -22,682	-44%	-$695K	﹤0.01%	743
2025 Q2	$1.5M	Buy	+51,320	New	+$1.45M	0.01%	678
2023 Q4	–	Sell	-38,066	Closed	-$975K	–	1089
2023 Q3	$975K	Sell	38,066 -104	-0.3%	-$2.91K	0.01%	685
2023 Q2	$1.01M	Sell	38,170 -36,926	-49%	-$1.02M	0.01%	696
2023 Q1	$2.26M	Sell	75,096 -159,999	-68%	-$5.41M	0.01%	550
2022 Q4	$7.89M	Sell	235,095 -9,882	-4%	-$345K	0.05%	318
2022 Q3	$7.34M	Sell	244,977 -3,056	-1%	-$99K	0.06%	315
2022 Q2	$7.45M	Buy	248,033 +3,731	+2%	+$117K	0.06%	336
2022 Q1	$8.02M	Buy	244,302 +39,557	+19%	+$1.39M	0.05%	339
2021 Q4	$6.83M	Buy	204,745 +75,134	+58%	+$2.59M	0.05%	366
2021 Q3	$4.45M	Hold	129,611	–	–	0.03%	457
2021 Q2	$4.12M	Sell	129,611 -429	-0.3%	-$14K	0.03%	474
2021 Q1	$4M	Sell	130,040 -485	-0.4%	-$14.5K	0.03%	461
2020 Q4	$3.36M	Sell	130,525 -33,670	-21%	-$801K	0.03%	473
2020 Q3	$3.42M	Sell	164,195 -16,190	-9%	-$382K	0.04%	420
2020 Q2	$4.84M	Sell	180,385 -12,841	-7%	-$331K	0.05%	346
2020 Q1	$5.02M	Sell	193,226 -1,586	-0.8%	-$50.7K	0.06%	291
2019 Q4	$7.14M	Buy	194,812 +28,669	+17%	+$1.05M	0.07%	311
2019 Q3	$6.15M	Buy	166,143 +68,577	+70%	+$2.45M	0.08%	304
2019 Q2	$3.41M	Buy	97,566 +31,730	+48%	+$1.03M	0.05%	417
2019 Q1	$1.9M	Hold	65,836	–	–	0.03%	515
2018 Q4	$1.76M	Sell	65,836 -1,070	-2%	-$30K	0.03%	487
2018 Q3	$2.14M	Buy	66,906 +18,810	+39%	+$633K	0.03%	509
2018 Q2	$1.57M	Hold	48,096	–	–	0.02%	550
2018 Q1	$1.66M	Buy	48,096 +14,900	+45%	+$529K	0.03%	520
2017 Q4	$1.14M	Sell	33,196 -65,323	-66%	-$2.24M	0.02%	588
2017 Q3	$3.31M	Sell	98,519 -6,500	-6%	-$211K	0.06%	321
2017 Q2	$3.49M	Buy	105,019 +6,400	+6%	+$212K	0.07%	304
2017 Q1	$3.26M	Buy	98,619 +48,006	+95%	+$1.61M	0.07%	321
2016 Q4	$1.74M	Hold	50,613	–	–	0.03%	444
2016 Q3	$1.35M	Sell	50,613 -100,809	-67%	-$2.59M	0.02%	510
2016 Q2	$3.67M	Sell	151,422 -23,300	-13%	-$560K	0.08%	300
2016 Q1	$3.96M	Buy	174,722 +5,720	+3%	+$124K	0.08%	262
2015 Q4	$4.03M	Buy	+169,002	New	+$4.16M	0.08%	233
2014 Q3	–	Sell	-37,991	Closed	-$852K	–	914
2014 Q2	$852K	Buy	37,991 +11,301	+42%	+$247K	0.01%	546
2014 Q1	$622K	Buy	26,690 +1,300	+5%	+$29.5K	0.01%	631
2013 Q4	$591K	Buy	+25,390	New	+$577K	0.01%	687
2013 Q3	–	Sell	-21,600	Closed	-$408K	–	1027
2013 Q2	$408K	Buy	+21,600	New	+$371K	0.01%	762

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

Jacobs Levy Equity Management's WAFD Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its WaFd (WAFD) stake by 15% in Q1 2026, buying an estimated $131K and bringing the position to 31,529 shares worth $990K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Jacobs Levy Equity Management first reported a position in WAFD in Q2 2013 and has held it in 40 quarters since. The position peaked at $8.02M in Q1 2022. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

Jacobs Levy Equity Management held 31,529 shares of WaFd worth $990K as of Q1 2026.
Jacobs Levy Equity Management bought 4,069 WaFd shares in Q1 2026, an estimated $131K.
WaFd made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #706 holding.
Jacobs Levy Equity Management first reported a position in WaFd in Q2 2013 and has held it in 40 quarters since.
Jacobs Levy Equity Management's WaFd position peaked at $8.02M in Q1 2022.
257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.