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 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 $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

Marshall Wace's WAFD Position: Q1 2026 in Review

Marshall Wace opened a new position in WaFd (WAFD) in Q1 2026: 15,900 shares worth $499K. The stake represents ﹤0.01% of the portfolio and ranks #2457 among its holdings. This is a return to the name: Marshall Wace previously reported a position in WAFD as recently as Q3 2025.

Marshall Wace first reported a position in WAFD in Q3 2019 and has held it in 10 quarters since. The position peaked at $6.71M in Q1 2020. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

Marshall Wace held 15,900 shares of WaFd worth $499K as of Q1 2026.
WaFd was a new Marshall Wace position in Q1 2026.
WaFd made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2457 holding.
Marshall Wace first reported a position in WaFd in Q3 2019 and has held it in 10 quarters since.
Marshall Wace's WaFd position peaked at $6.71M in Q1 2020.
257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.