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Oliver Luxxe Assets’s WaFd WAFD Stock Holding History

Oliver Luxxe Assets’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
Q1 		– Sell
-52,311
Closed -$1.82M – 217
2024
Q4 		$1.82M Hold
52,311
– – 0.33% 109
2024
Q3 		$1.82M Buy
+52,311
New +$1.78M 0.33% 110

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Oliver Luxxe Assets's WAFD Position: Q1 2025 in Review

Oliver Luxxe Assets sold out of WaFd (WAFD) in Q1 2025, closing a stake of 52,311 shares — an estimated $1.82M sold.

Oliver Luxxe Assets first reported a position in WAFD in Q3 2024 and held it in 2 quarters. The position peaked at $1.82M in Q4 2024. 244 funds tracked by Wall St. Rank hold WAFD as of Q1 2025.

  • Oliver Luxxe Assets reported no remaining WaFd position as of Q1 2025 after selling out during the quarter.
  • Oliver Luxxe Assets sold 52,311 WaFd shares in Q1 2025, an estimated $1.82M.
  • Oliver Luxxe Assets first reported a position in WaFd in Q3 2024 and held it in 2 quarters.
  • Oliver Luxxe Assets's WaFd position peaked at $1.82M in Q4 2024.
  • 244 funds tracked by Wall St. Rank held WaFd as of Q1 2025.

Based on Oliver Luxxe Assets's 13F filing for Q1 2025, filed 14 May 2025.