Ray Dalio
WAFD icon

Ray Dalio’s WaFd WAFD Stock Holding History

Ray Dalio’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
Q1 		– Sell
-64,949
Closed -$2.18M – 909
2022
Q4 		$2.18M Buy
64,949
+49,030
+308% +$1.71M 0.01% 522
2022
Q3 		$477K Buy
+15,919
New +$516K ﹤0.01% 779
2022
Q2 		– Sell
-6,926
Closed -$227K – 1066
2022
Q1 		$227K Sell
6,926
-4,725
-41% -$166K ﹤0.01% 953
2021
Q4 		$389K Sell
11,651
-15,608
-57% -$538K ﹤0.01% 673
2021
Q3 		$935K Sell
27,259
-3,034
-10% -$98.7K 0.01% 526
2021
Q2 		$963K Buy
30,293
+1,316
+5% +$42.9K 0.01% 597
2021
Q1 		$892K Buy
28,977
+17,899
+162% +$535K 0.01% 330
2020
Q4 		$285K Buy
+11,078
New +$263K ﹤0.01% 503
2020
Q1 		– Sell
-16,298
Closed -$597K – 607
2019
Q4 		$597K Buy
+16,298
New +$598K 0.01% 395

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Ray Dalio's WAFD Position: Q1 2023 in Review

Ray Dalio sold out of WaFd (WAFD) in Q1 2023, closing a stake of 64,949 shares — an estimated $2.18M sold.

Ray Dalio first reported a position in WAFD in Q4 2019 and held it in 9 quarters. The position peaked at $2.18M in Q4 2022. 245 funds tracked by Wall St. Rank hold WAFD as of Q1 2023.

  • Ray Dalio reported no remaining WaFd position as of Q1 2023 after selling out during the quarter.
  • Ray Dalio sold 64,949 WaFd shares in Q1 2023, an estimated $2.18M.
  • Ray Dalio first reported a position in WaFd in Q4 2019 and held it in 9 quarters.
  • Ray Dalio's WaFd position peaked at $2.18M in Q4 2022.
  • 245 funds tracked by Wall St. Rank held WaFd as of Q1 2023.

Based on Bridgewater Associates's 13F filing for Q1 2023, filed 12 May 2023.