Mather Group’s WaFd WAFD Stock Holding History

Mather Group’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 Q3	$9.8K	Buy	+327	New	+$11.7K	﹤0.01%	1650

Other funds holding WAFD

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Talbot Financial Bellevue, Washington $1.39B AUM 29.88% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Mather Group's WAFD Position: Q3 2026 in Review

Mather Group opened a new position in WaFd (WAFD) in Q3 2026: 327 shares worth $9.8K. The stake represents ﹤0.01% of the portfolio and ranks #1650 among its holdings.

45 funds tracked by Wall St. Rank hold WAFD as of Q3 2026.

Mather Group held 327 shares of WaFd worth $9.8K as of Q3 2026.
WaFd was a new Mather Group position in Q3 2026.
WaFd made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1650 holding.
45 funds tracked by Wall St. Rank held WaFd as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.