Oxford Asset Management’s WaFd WAFD Stock Holding History

Oxford Asset Management’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	–	Sell	-7,118	Closed	-$224K	–	654
2026 Q1	$224K	Sell	7,118 -8,328	-54%	-$268K	0.09%	336
2025 Q4	$495K	Sell	15,446 -2,035	-12%	-$62.9K	0.17%	195
2025 Q3	$529K	Buy	+17,481	New	+$536K	0.17%	192
2020 Q1	–	Sell	-6,570	Closed	-$241K	–	1300
2019 Q4	$241K	Sell	6,570 -60,408	-90%	-$2.22M	0.01%	1501
2019 Q3	$2.48M	Buy	+66,978	New	+$2.39M	0.06%	429
2019 Q1	–	Sell	-25,045	Closed	-$669K	–	2016
2018 Q4	$669K	Buy	+25,045	New	+$703K	0.02%	1062
2017 Q4	–	Sell	-34,327	Closed	-$1.17M	–	1889
2017 Q3	$1.17M	Sell	34,327 -11,372	-25%	-$370K	0.02%	883
2017 Q2	$1.52M	Buy	+45,699	New	+$1.51M	0.03%	735

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

Oxford Asset Management's WAFD Position: Q2 2026 in Review

Oxford Asset Management sold out of WaFd (WAFD) in Q2 2026, closing a stake of 7,118 shares — an estimated $224K sold.

Oxford Asset Management first reported a position in WAFD in Q2 2017 and held it in 8 quarters. The position peaked at $2.48M in Q3 2019. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Oxford Asset Management reported no remaining WaFd position as of Q2 2026 after selling out during the quarter.
Oxford Asset Management sold 7,118 WaFd shares in Q2 2026, an estimated $224K.
Oxford Asset Management first reported a position in WaFd in Q2 2017 and held it in 8 quarters.
Oxford Asset Management's WaFd position peaked at $2.48M in Q3 2019.
290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Oxford Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.