Quantedge Capital’s WaFd WAFD Stock Holding History

Quantedge Capital’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
2023 Q2	–	Sell	-12,400	Closed	-$373K	–	154
2023 Q1	$373K	Sell	12,400 -28,200	-69%	-$954K	0.15%	98
2022 Q4	$1.36M	Buy	+40,600	New	+$1.42M	0.46%	67

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Quantedge Capital's WAFD Position: Q2 2023 in Review

Quantedge Capital sold out of WaFd (WAFD) in Q2 2023, closing a stake of 12,400 shares — an estimated $373K sold.

Quantedge Capital first reported a position in WAFD in Q4 2022 and held it in 2 quarters. The position peaked at $1.36M in Q4 2022. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

Quantedge Capital reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
Quantedge Capital sold 12,400 WaFd shares in Q2 2023, an estimated $373K.
Quantedge Capital first reported a position in WaFd in Q4 2022 and held it in 2 quarters.
Quantedge Capital's WaFd position peaked at $1.36M in Q4 2022.
218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

Based on Quantedge Capital's 13F filing for Q2 2023, filed 11 Aug 2023.