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Oppenheimer & Co’s WaFd WAFD Stock Holding History

Oppenheimer & Co’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
-8,298
Closed -$268K – 1673
2024
Q4 		$268K Buy
8,298
+44
+0.5% +$1.55K ﹤0.01% 1323
2024
Q3 		$288K Sell
8,254
-63
-0.8% -$2.14K ﹤0.01% 1253
2024
Q2 		$238K Sell
8,317
-923
-10% -$25.6K ﹤0.01% 1280
2024
Q1 		$268K Buy
+9,240
New +$266K ﹤0.01% 1226
2018
Q2 		– Sell
-5,819
Closed -$201K – 1397
2018
Q1 		$201K Buy
+5,819
New +$207K 0.01% 1220
2014
Q1 		– Sell
-11,349
Closed -$264K – 1476
2013
Q4 		$264K Buy
+11,349
New +$258K 0.01% 1067

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

Oppenheimer & Co's WAFD Position: Q1 2025 in Review

Oppenheimer & Co sold out of WaFd (WAFD) in Q1 2025, closing a stake of 8,298 shares — an estimated $268K sold.

Oppenheimer & Co first reported a position in WAFD in Q4 2013 and held it in 6 quarters. The position peaked at $288K in Q3 2024. 244 funds tracked by Wall St. Rank hold WAFD as of Q1 2025.

  • Oppenheimer & Co reported no remaining WaFd position as of Q1 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 8,298 WaFd shares in Q1 2025, an estimated $268K.
  • Oppenheimer & Co first reported a position in WaFd in Q4 2013 and held it in 6 quarters.
  • Oppenheimer & Co's WaFd position peaked at $288K in Q3 2024.
  • 244 funds tracked by Wall St. Rank held WaFd as of Q1 2025.

Based on Oppenheimer & Co's 13F filing for Q1 2025, filed 23 Apr 2025.