OQS
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Occudo Quantitative Strategies’s WaFd WAFD Stock Holding History

Occudo Quantitative Strategies’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
Q2 		– Sell
-29,547
Closed -$836K – 922
2025
Q1 		$836K Buy
+29,547
New +$876K 0.11% 267

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Occudo Quantitative Strategies's WAFD Position: Q2 2025 in Review

Occudo Quantitative Strategies sold out of WaFd (WAFD) in Q2 2025, closing a stake of 29,547 shares — an estimated $836K sold.

Occudo Quantitative Strategies first reported a position in WAFD in Q1 2025 and held it in 1 quarter. The position peaked at $836K in Q1 2025. 255 funds tracked by Wall St. Rank hold WAFD as of Q2 2025.

  • Occudo Quantitative Strategies reported no remaining WaFd position as of Q2 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 29,547 WaFd shares in Q2 2025, an estimated $836K.
  • Occudo Quantitative Strategies first reported a position in WaFd in Q1 2025 and held it in 1 quarter.
  • Occudo Quantitative Strategies's WaFd position peaked at $836K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held WaFd as of Q2 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2025, filed 14 Aug 2025.