Nisa Investment Advisors’s WaFd WAFD Stock Holding History

Nisa Investment 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	$160K	Buy	4,167 +573	+16%	+$20.2K	﹤0.01%	1335
2026 Q1	$113K	Buy	3,594 +46	+1%	+$1.48K	﹤0.01%	1382
2025 Q4	$114K	Buy	3,548 +149	+4%	+$4.6K	﹤0.01%	1393
2025 Q3	$103K	Buy	3,399 +185	+6%	+$5.67K	﹤0.01%	1428
2025 Q2	$94.1K	Sell	3,214 -210	-6%	-$5.95K	﹤0.01%	1417
2025 Q1	$97.9K	Hold	3,424	–	–	﹤0.01%	1412
2024 Q4	$110K	Hold	3,424	–	–	﹤0.01%	1448
2024 Q3	$119K	Sell	3,424 -1,074	-24%	-$36.5K	﹤0.01%	1399
2024 Q2	$129K	Hold	4,498	–	–	﹤0.01%	1415
2024 Q1	$131K	Buy	4,498 +1,390	+45%	+$40K	﹤0.01%	1403
2023 Q4	$102K	Buy	3,108 +98	+3%	+$2.71K	﹤0.01%	1428
2023 Q3	$77.1K	Buy	3,010 +200	+7%	+$5.59K	﹤0.01%	1593
2023 Q2	$74.5K	Buy	2,810 +35	+1%	+$969	﹤0.01%	1604
2023 Q1	$84K	Buy	2,775 +25	+0.9%	+$845	﹤0.01%	1556
2022 Q4	$92K	Buy	2,750 +79	+3%	+$2.76K	﹤0.01%	1580
2022 Q3	$81K	Buy	2,671 +101	+4%	+$3.27K	﹤0.01%	1573
2022 Q2	$77K	Sell	2,570 -1,190	-32%	-$37.4K	﹤0.01%	1583
2022 Q1	$123K	Buy	3,760 +1,260	+50%	+$44.2K	﹤0.01%	1548
2021 Q4	$88K	Hold	2,500	–	–	﹤0.01%	1566
2021 Q3	$86K	Hold	2,500	–	–	﹤0.01%	1765
2021 Q2	$79K	Sell	2,500 -800	-24%	-$26.1K	﹤0.01%	1805
2021 Q1	$102K	Sell	3,300 -15,300	-82%	-$457K	﹤0.01%	1738
2020 Q4	$479K	Hold	18,600	–	–	﹤0.01%	1170
2020 Q3	$388K	Sell	18,600 -2,700	-13%	-$63.6K	﹤0.01%	1122
2020 Q2	$572K	Hold	21,300	–	–	0.01%	976
2020 Q1	$553K	Buy	21,300 +2,700	+15%	+$86.3K	0.01%	892
2019 Q4	$682K	Hold	18,600	–	–	0.01%	1009
2019 Q3	$688K	Hold	18,600	–	–	0.01%	987
2019 Q2	$650K	Hold	18,600	–	–	0.01%	995
2019 Q1	$537K	Hold	18,600	–	–	0.01%	1035
2018 Q4	$497K	Hold	18,600	–	–	0.01%	997
2018 Q3	$595K	Hold	18,600	–	–	0.01%	1048
2018 Q2	$608K	Hold	18,600	–	–	0.01%	987
2018 Q1	$644K	Hold	18,600	–	–	0.01%	952
2017 Q4	$637K	Hold	18,600	–	–	0.01%	967
2017 Q3	$626K	Hold	18,600	–	–	0.01%	969
2017 Q2	$618K	Hold	18,600	–	–	0.01%	959
2017 Q1	$616K	Hold	18,600	–	–	0.01%	959
2016 Q4	$639K	Hold	18,600	–	–	0.01%	958
2016 Q3	$496K	Hold	18,600	–	–	0.01%	1007
2016 Q2	$451K	Hold	18,600	–	–	0.01%	1029
2016 Q1	$421K	Hold	18,600	–	–	0.01%	1051
2015 Q4	$443K	Hold	18,600	–	–	0.01%	987
2015 Q3	$423K	Hold	18,600	–	–	0.01%	1032
2015 Q2	$434K	Hold	18,600	–	–	0.01%	1059
2015 Q1	$406K	Hold	18,600	–	–	0.01%	1096
2014 Q4	$412K	Hold	18,600	–	–	0.01%	1069
2014 Q3	$379K	Hold	18,600	–	–	0.01%	1087
2014 Q2	$417K	Hold	18,600	–	–	0.01%	1087
2014 Q1	$433K	Hold	18,600	–	–	0.01%	1084
2013 Q4	$433K	Hold	18,600	–	–	0.01%	1066
2013 Q3	$385K	Hold	18,600	–	–	0.01%	1088
2013 Q2	$351K	Buy	+18,600	New	+$320K	0.01%	1116

Other funds holding WAFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Nisa Investment Advisors's WAFD Position: Q2 2026 in Review

Nisa Investment Advisors increased its WaFd (WAFD) stake by 16% in Q2 2026, buying an estimated $20.2K and bringing the position to 4,167 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Nisa Investment Advisors first reported a position in WAFD in Q2 2013 and has held it in 53 quarters since. The position peaked at $688K in Q3 2019. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Nisa Investment Advisors held 4,167 shares of WaFd worth $160K as of Q2 2026.
Nisa Investment Advisors bought 573 WaFd shares in Q2 2026, an estimated $20.2K.
WaFd made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1335 holding.
Nisa Investment Advisors first reported a position in WaFd in Q2 2013 and has held it in 53 quarters since.
Nisa Investment Advisors's WaFd position peaked at $688K in Q3 2019.
290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.