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
Q2 		$435K Buy
11,336
+1,952
+21% +$68.7K ﹤0.01% 2427
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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

Mercer Global Advisors's WAFD Position: Q2 2026 in Review

Mercer Global Advisors increased its WaFd (WAFD) stake by 21% in Q2 2026, buying an estimated $68.7K and bringing the position to 11,336 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #2427.

Mercer Global Advisors first reported a position in WAFD in Q4 2020 and has held it in 4 quarters since. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Mercer Global Advisors held 11,336 shares of WaFd worth $435K as of Q2 2026.
  • Mercer Global Advisors bought 1,952 WaFd shares in Q2 2026, an estimated $68.7K.
  • WaFd made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2427 holding.
  • Mercer Global Advisors first reported a position in WaFd in Q4 2020 and has held it in 4 quarters since.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.