MidWestOne Financial Group’s WaFd WAFD Stock Holding History

MidWestOne Financial 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
2025 Q4	$282K	Hold	8,802	–	–	0.03%	262
2025 Q3	$267K	Hold	8,802	–	–	0.03%	266
2025 Q2	$258K	Hold	8,802	–	–	0.03%	262
2025 Q1	$252K	Hold	8,802	–	–	0.04%	247
2024 Q4	$284K	Hold	8,802	–	–	0.04%	247
2024 Q3	$307K	Hold	8,802	–	–	0.04%	245
2024 Q2	$252K	Hold	8,802	–	–	0.05%	261
2024 Q1	$256K	Hold	8,802	–	–	0.05%	267
2023 Q4	$290K	Hold	8,802	–	–	0.06%	240
2023 Q3	$226K	Hold	8,802	–	–	0.05%	252
2023 Q2	$233K	Hold	8,802	–	–	0.05%	248
2023 Q1	$265K	Hold	8,802	–	–	0.06%	233
2022 Q4	$295K	Hold	8,802	–	–	0.07%	213
2022 Q3	$264K	Hold	8,802	–	–	0.07%	204
2022 Q2	$264K	Hold	8,802	–	–	0.07%	204
2022 Q1	$289K	Hold	8,802	–	–	0.06%	213
2021 Q4	$294K	Hold	8,802	–	–	0.06%	212
2021 Q3	$302K	Hold	8,802	–	–	0.07%	198
2021 Q2	$280K	Hold	8,802	–	–	0.07%	201
2021 Q1	$271K	Hold	8,802	–	–	0.07%	195
2020 Q4	$227K	Buy	+8,802	New	+$209K	0.06%	194
2020 Q2	–	Sell	-8,802	Closed	-$228K	–	195
2020 Q1	$228K	Hold	8,802	–	–	0.08%	176
2019 Q4	$322K	Sell	8,802 -400	-4%	-$14.7K	0.07%	183
2019 Q3	$340K	Hold	9,202	–	–	0.11%	167
2019 Q2	$321K	Buy	+9,202	New	+$298K	0.09%	199

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

MidWestOne Financial Group's WAFD Position: Q4 2025 in Review

MidWestOne Financial Group held its WaFd (WAFD) position steady in Q4 2025 at 8,802 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #262.

MidWestOne Financial Group first reported a position in WAFD in Q2 2019 and has held it in 25 quarters since. The position peaked at $340K in Q3 2019. 258 funds tracked by Wall St. Rank hold WAFD as of Q4 2025.

MidWestOne Financial Group held 8,802 shares of WaFd worth $282K as of Q4 2025.
MidWestOne Financial Group left its WaFd share count unchanged in Q4 2025.
WaFd made up 0.03% of MidWestOne Financial Group's portfolio in Q4 2025, its #262 holding.
MidWestOne Financial Group first reported a position in WaFd in Q2 2019 and has held it in 25 quarters since.
MidWestOne Financial Group's WaFd position peaked at $340K in Q3 2019.
258 funds tracked by Wall St. Rank held WaFd as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.