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Maltese Capital Management’s WaFd WAFD Stock Holding History

Maltese 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
2024
Q4 		– Sell
-137,500
Closed -$4.79M – 121
2024
Q3 		$4.79M Buy
+137,500
New +$4.68M 0.74% 45
2015
Q4 		– Sell
-11,738
Closed -$267K – 238
2015
Q3 		$267K Sell
11,738
-128,262
-92% -$2.94M 0.03% 202
2015
Q2 		$3.27M Sell
140,000
-14,100
-9% -$316K 0.37% 98
2015
Q1 		$3.36M Sell
154,100
-47,200
-23% -$996K 0.39% 91
2014
Q4 		$4.46M Buy
201,300
+9,638
+5% +$206K 0.53% 72
2014
Q3 		$3.9M Buy
191,662
+66,662
+53% +$1.42M 0.47% 83
2014
Q2 		$2.8M Buy
125,000
+85,000
+213% +$1.86M 0.37% 100
2014
Q1 		$932K Buy
+40,000
New +$908K 0.11% 141

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Maltese Capital Management's WAFD Position: Q4 2024 in Review

Maltese Capital Management sold out of WaFd (WAFD) in Q4 2024, closing a stake of 137,500 shares — an estimated $4.79M sold.

Maltese Capital Management first reported a position in WAFD in Q1 2014 and held it in 8 quarters. The position peaked at $4.79M in Q3 2024. 249 funds tracked by Wall St. Rank hold WAFD as of Q4 2024.

  • Maltese Capital Management reported no remaining WaFd position as of Q4 2024 after selling out during the quarter.
  • Maltese Capital Management sold 137,500 WaFd shares in Q4 2024, an estimated $4.79M.
  • Maltese Capital Management first reported a position in WaFd in Q1 2014 and held it in 8 quarters.
  • Maltese Capital Management's WaFd position peaked at $4.79M in Q3 2024.
  • 249 funds tracked by Wall St. Rank held WaFd as of Q4 2024.

Based on Maltese Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.