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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
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

Rialto Wealth Management's WAFD Position: Q1 2026 in Review

Rialto Wealth Management increased its WaFd (WAFD) stake by 20% in Q1 2026, buying an estimated $32 and bringing the position to 6 shares worth $189. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Rialto Wealth Management first reported a position in WAFD in Q2 2025 and has held it in 4 quarters since. The position peaked at $213 in Q3 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Rialto Wealth Management held 6 shares of WaFd worth $189 as of Q1 2026.
  • Rialto Wealth Management bought 1 WaFd share in Q1 2026, an estimated $32.
  • WaFd made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1606 holding.
  • Rialto Wealth Management first reported a position in WaFd in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's WaFd position peaked at $213 in Q3 2025.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.