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New Age Alpha Advisors’s WaFd WAFD Stock Holding History

New Age Alpha 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 		$342K Sell
10,895
-265
-2% -$8.52K 0.02% 551
2025
Q4 		$357K Sell
11,160
-130
-1% -$4.01K 0.02% 526
2025
Q3 		$342K Sell
11,290
-232
-2% -$7.11K 0.01% 544
2025
Q2 		$337K Sell
11,522
-198
-2% -$5.61K 0.01% 534
2025
Q1 		$335K Buy
+11,720
New +$348K 0.02% 561

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

New Age Alpha Advisors's WAFD Position: Q1 2026 in Review

New Age Alpha Advisors reduced its WaFd (WAFD) stake by 2.4% in Q1 2026, selling an estimated $8.52K and leaving 10,895 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #551.

New Age Alpha Advisors first reported a position in WAFD in Q1 2025 and has held it in 5 quarters since. The position peaked at $357K in Q4 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • New Age Alpha Advisors held 10,895 shares of WaFd worth $342K as of Q1 2026.
  • New Age Alpha Advisors sold 265 WaFd shares in Q1 2026, an estimated $8.52K.
  • WaFd made up 0.02% of New Age Alpha Advisors's portfolio in Q1 2026, its #551 holding.
  • New Age Alpha Advisors first reported a position in WaFd in Q1 2025 and has held it in 5 quarters since.
  • New Age Alpha Advisors's WaFd position peaked at $357K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.