Mercer Global Advisors
WAFD icon

Mercer Global Advisors’s WaFd WAFD Stock Holding History

Mercer Global Advisors’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 		$295K Buy
9,384
+2,171
+30% +$69.8K ﹤0.01% 2455
2025
Q4 		$231K Buy
+7,213
New +$223K ﹤0.01% 2449
2021
Q1 		– Sell
-7,827
Closed -$201K – 1680
2020
Q4 		$201K Buy
+7,827
New +$186K ﹤0.01% 1241

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Mercer Global Advisors's WAFD Position: Q1 2026 in Review

Mercer Global Advisors increased its WaFd (WAFD) stake by 30% in Q1 2026, buying an estimated $69.8K and bringing the position to 9,384 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #2455.

Mercer Global Advisors first reported a position in WAFD in Q4 2020 and has held it in 3 quarters since. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Mercer Global Advisors held 9,384 shares of WaFd worth $295K as of Q1 2026.
  • Mercer Global Advisors bought 2,171 WaFd shares in Q1 2026, an estimated $69.8K.
  • WaFd made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2455 holding.
  • Mercer Global Advisors first reported a position in WaFd in Q4 2020 and has held it in 3 quarters since.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.