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Rialto Wealth Management’s WaFd WAFD Stock Holding History

Rialto Wealth 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 		$384 Buy
10
+4
+67% +$141 ﹤0.01% 1783
2026
Q1 		$189 Buy
6
+1
+20% +$32 ﹤0.01% 1606
2025
Q4 		$161 Sell
5
-2
-29% -$62 ﹤0.01% 1568
2025
Q3 		$213 Buy
7
+4
+133% +$123 ﹤0.01% 1480
2025
Q2 		$88 Buy
+3
New +$85 ﹤0.01% 1555

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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

Rialto Wealth Management's WAFD Position: Q2 2026 in Review

Rialto Wealth Management increased its WaFd (WAFD) stake by 67% in Q2 2026, buying an estimated $141 and bringing the position to 10 shares worth $384. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Rialto Wealth Management first reported a position in WAFD in Q2 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Rialto Wealth Management held 10 shares of WaFd worth $384 as of Q2 2026.
  • Rialto Wealth Management bought 4 WaFd shares in Q2 2026, an estimated $141.
  • WaFd made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1783 holding.
  • Rialto Wealth Management first reported a position in WaFd in Q2 2025 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.