Marshall Wace’s WaFd WAFD Stock Holding History

Marshall Wace’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	$299K	Sell	7,800 -8,100	-51%	-$285K	﹤0.01%	2720
2026 Q1	$499K	Buy	+15,900	New	+$511K	﹤0.01%	2457
2025 Q4	–	Sell	-47,950	Closed	-$1.45M	–	3532
2025 Q3	$1.45M	Sell	47,950 -4,256	-8%	-$130K	﹤0.01%	1768
2025 Q2	$1.53M	Buy	+52,206	New	+$1.48M	﹤0.01%	1678
2021 Q4	–	Sell	-28,911	Closed	-$992K	–	4317
2021 Q3	$992K	Buy	+28,911	New	+$941K	﹤0.01%	2022
2021 Q1	–	Sell	-50,252	Closed	-$1.29M	–	2897
2020 Q4	$1.29M	Sell	50,252 -173,783	-78%	-$4.13M	0.01%	1110
2020 Q3	$4.67M	Buy	224,035 +45,162	+25%	+$1.06M	0.03%	534
2020 Q2	$4.8M	Sell	178,873 -79,767	-31%	-$2.05M	0.03%	484
2020 Q1	$6.71M	Buy	258,640 +189,123	+272%	+$6.04M	0.07%	298
2019 Q4	$2.55M	Buy	69,517 +66,638	+2,315%	+$2.45M	0.02%	734
2019 Q3	$106K	Buy	+2,879	New	+$103K	﹤0.01%	1392

Other funds holding WAFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Marshall Wace's WAFD Position: Q2 2026 in Review

Marshall Wace reduced its WaFd (WAFD) stake by 51% in Q2 2026, selling an estimated $285K and leaving 7,800 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #2720.

Marshall Wace first reported a position in WAFD in Q3 2019 and has held it in 11 quarters since. The position peaked at $6.71M in Q1 2020. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Marshall Wace held 7,800 shares of WaFd worth $299K as of Q2 2026.
Marshall Wace sold 8,100 WaFd shares in Q2 2026, an estimated $285K.
WaFd made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2720 holding.
Marshall Wace first reported a position in WaFd in Q3 2019 and has held it in 11 quarters since.
Marshall Wace's WaFd position peaked at $6.71M in Q1 2020.
289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.