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Legato Capital Management’s WaFd WAFD Stock Holding History

Legato 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
Q1 		– Sell
-16,008
Closed -$516K – 623
2024
Q4 		$516K Sell
16,008
-11,434
-42% -$402K 0.07% 438
2024
Q3 		$956K Buy
27,442
+8,866
+48% +$302K 0.12% 314
2024
Q2 		$531K Sell
18,576
-9,715
-34% -$269K 0.07% 428
2024
Q1 		$821K Sell
28,291
-4,335
-13% -$125K 0.1% 327
2023
Q4 		$1.08M Sell
32,626
-1,299
-4% -$35.9K 0.14% 248
2023
Q3 		$869K Buy
33,925
+948
+3% +$26.5K 0.13% 274
2023
Q2 		$875K Sell
32,977
-525
-2% -$14.5K 0.12% 288
2023
Q1 		$1.01M Sell
33,502
-26,795
-44% -$906K 0.18% 190
2022
Q4 		$2.02M Buy
+60,297
New +$2.11M 0.39% 64

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Legato Capital Management's WAFD Position: Q1 2025 in Review

Legato Capital Management sold out of WaFd (WAFD) in Q1 2025, closing a stake of 16,008 shares — an estimated $516K sold.

Legato Capital Management first reported a position in WAFD in Q4 2022 and held it in 9 quarters. The position peaked at $2.02M in Q4 2022. 244 funds tracked by Wall St. Rank hold WAFD as of Q1 2025.

  • Legato Capital Management reported no remaining WaFd position as of Q1 2025 after selling out during the quarter.
  • Legato Capital Management sold 16,008 WaFd shares in Q1 2025, an estimated $516K.
  • Legato Capital Management first reported a position in WaFd in Q4 2022 and held it in 9 quarters.
  • Legato Capital Management's WaFd position peaked at $2.02M in Q4 2022.
  • 244 funds tracked by Wall St. Rank held WaFd as of Q1 2025.

Based on Legato Capital Management's 13F filing for Q1 2025, filed 6 May 2025.