KCM
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Kennedy Capital Management’s WaFd WAFD Stock Holding History

Kennedy Capital 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
2025
Q4 		– Sell
-50,477
Closed -$1.53M – 588
2025
Q3 		$1.53M Sell
50,477
-282,786
-85% -$8.66M 0.03% 471
2025
Q2 		$9.76M Sell
333,263
-7,218
-2% -$204K 0.23% 144
2025
Q1 		$9.73M Buy
340,481
+116,261
+52% +$3.45M 0.23% 151
2024
Q4 		$7.23M Sell
224,220
-1,625
-0.7% -$57.1K 0.16% 223
2024
Q3 		$7.87M Buy
225,845
+22,130
+11% +$753K 0.17% 203
2024
Q2 		$5.82M Sell
203,715
-4,162
-2% -$115K 0.12% 274
2024
Q1 		$6.03M Sell
207,877
-17,460
-8% -$503K 0.12% 275
2023
Q4 		$7.43M Buy
225,337
+51,775
+30% +$1.43M 0.16% 226
2023
Q3 		$4.45M Sell
173,562
-1,442
-0.8% -$40.3K 0.11% 308
2023
Q2 		$4.64M Buy
175,004
+33,632
+24% +$931K 0.11% 308
2023
Q1 		$4.26M Sell
141,372
-10,635
-7% -$360K 0.13% 287
2022
Q4 		$5.1M Sell
152,007
-1,043
-0.7% -$36.5K 0.14% 259
2022
Q3 		$4.59M Sell
153,050
-1,161
-0.8% -$37.6K 0.14% 273
2022
Q2 		$4.63M Sell
154,211
-1,262
-0.8% -$39.6K 0.13% 282
2022
Q1 		$5.1M Sell
155,473
-31,991
-17% -$1.12M 0.12% 295
2021
Q4 		$6.26M Sell
187,464
-4,834
-3% -$167K 0.13% 290
2021
Q3 		$6.6M Sell
192,298
-8,459
-4% -$275K 0.15% 272
2021
Q2 		$6.38M Sell
200,757
-8,525
-4% -$278K 0.14% 295
2021
Q1 		$6.45M Buy
209,282
+30,416
+17% +$909K 0.13% 299
2020
Q4 		$4.6M Buy
178,866
+24,564
+16% +$584K 0.1% 363
2020
Q3 		$3.22M Buy
+154,302
New +$3.64M 0.09% 401
2018
Q3 		– Sell
-207,839
Closed -$6.8M – 773
2018
Q2 		$6.8M Buy
207,839
+3,395
+2% +$112K 0.13% 301
2018
Q1 		$7.07M Sell
204,444
-2,876
-1% -$102K 0.14% 266
2017
Q4 		$7.1M Sell
207,320
-770
-0.4% -$26.4K 0.13% 279
2017
Q3 		$7M Buy
208,090
+8,012
+4% +$261K 0.13% 279
2017
Q2 		$6.64M Sell
200,078
-5,591
-3% -$185K 0.13% 280
2017
Q1 		$6.81M Sell
205,669
-8,405
-4% -$282K 0.12% 301
2016
Q4 		$7.35M Sell
214,074
-2,507
-1% -$76.6K 0.13% 269
2016
Q3 		$5.78M Sell
216,581
-217,259
-50% -$5.57M 0.11% 323
2016
Q2 		$10.5M Sell
433,840
-22,045
-5% -$530K 0.21% 153
2016
Q1 		$10.3M Buy
455,885
+17,362
+4% +$376K 0.21% 143
2015
Q4 		$10.4M Sell
438,523
-6,063
-1% -$149K 0.21% 139
2015
Q3 		$10.1M Sell
444,586
-10,751
-2% -$246K 0.21% 147
2015
Q2 		$10.6M Sell
455,337
-23,623
-5% -$529K 0.19% 166
2015
Q1 		$10.4M Buy
478,960
+35,753
+8% +$754K 0.18% 179
2014
Q4 		$9.82M Sell
443,207
-10,001
-2% -$214K 0.18% 192
2014
Q3 		$9.23M Buy
453,208
+258
+0.1% +$5.51K 0.18% 198
2014
Q2 		$10.2M Sell
452,950
-32,487
-7% -$711K 0.19% 186
2014
Q1 		$11.3M Buy
485,437
+192,751
+66% +$4.37M 0.21% 158
2013
Q4 		$6.82M Sell
292,686
-13,528
-4% -$307K 0.13% 306
2013
Q3 		$6.33M Sell
306,214
-7,456
-2% -$158K 0.12% 312
2013
Q2 		$5.92M Buy
+313,670
New +$5.39M 0.12% 319

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Kennedy Capital Management's WAFD Position: Q4 2025 in Review

Kennedy Capital Management sold out of WaFd (WAFD) in Q4 2025, closing a stake of 50,477 shares — an estimated $1.53M sold.

Kennedy Capital Management first reported a position in WAFD in Q2 2013 and held it in 42 quarters. The position peaked at $11.3M in Q1 2014. 258 funds tracked by Wall St. Rank hold WAFD as of Q4 2025.

  • Kennedy Capital Management reported no remaining WaFd position as of Q4 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 50,477 WaFd shares in Q4 2025, an estimated $1.53M.
  • Kennedy Capital Management first reported a position in WaFd in Q2 2013 and held it in 42 quarters.
  • Kennedy Capital Management's WaFd position peaked at $11.3M in Q1 2014.
  • 258 funds tracked by Wall St. Rank held WaFd as of Q4 2025.

Based on Kennedy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.