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 Q1	$224K	Sell	7,118 -8,328	-54%	-$268K	0.1%	319
2025 Q4	$495K	Sell	15,446 -2,035	-12%	-$62.9K	0.18%	187
2025 Q3	$529K	Buy	+17,481	New	+$536K	0.18%	188
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 $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Oxford Asset Management's WAFD Position: Q1 2026 in Review

Oxford Asset Management reduced its WaFd (WAFD) stake by 54% in Q1 2026, selling an estimated $268K and leaving 7,118 shares worth $224K. The position accounts for 0.1% of the portfolio, ranked #319.

Oxford Asset Management first reported a position in WAFD in Q2 2017 and has held it in 8 quarters since. The position peaked at $2.48M in Q3 2019. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

Oxford Asset Management held 7,118 shares of WaFd worth $224K as of Q1 2026.
Oxford Asset Management sold 8,328 WaFd shares in Q1 2026, an estimated $268K.
WaFd made up 0.1% of Oxford Asset Management's portfolio in Q1 2026, its #319 holding.
Oxford Asset Management first reported a position in WaFd in Q2 2017 and has held it in 8 quarters since.
Oxford Asset Management's WaFd position peaked at $2.48M in Q3 2019.
257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Oxford Asset Management's 13F filing for Q1 2026, filed 15 May 2026.