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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
-105,915
Closed -$3.55M – 223
2024
Q4 		$3.55M Buy
105,915
+53,604
+102% +$1.88M 0.31% 112
2024
Q3 		$1.82M Buy
+52,311
New +$1.78M 0.33% 110

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 105,915 shares — an estimated $3.55M sold.

Oliver Luxxe Assets first reported a position in WAFD in Q3 2024 and held it in 2 quarters. The position peaked at $3.55M 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 105,915 WaFd shares in Q1 2025, an estimated $3.55M.
  • 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 $3.55M 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.