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Rise Advisors’s WaFd WAFD Stock Holding History

Rise Advisors’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
2025
Q1 		– Sell
-592
Closed -$19.1K – 1570
2024
Q4 		$19.1K Buy
592
+4
+0.7% +$141 0.01% 693
2024
Q3 		$20.5K Buy
588
+4
+0.7% +$136 0.01% 667
2024
Q2 		$16.7K Buy
584
+6
+1% +$166 0.01% 756
2024
Q1 		$16.8K Buy
+578
New +$16.7K 0.01% 777

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Rise Advisors's WAFD Position: Q1 2025 in Review

Rise Advisors sold out of WaFd (WAFD) in Q1 2025, closing a stake of 592 shares — an estimated $19.1K sold.

Rise Advisors first reported a position in WAFD in Q1 2024 and held it in 4 quarters. The position peaked at $20.5K in Q3 2024. 244 funds tracked by Wall St. Rank hold WAFD as of Q1 2025.

  • Rise Advisors reported no remaining WaFd position as of Q1 2025 after selling out during the quarter.
  • Rise Advisors sold 592 WaFd shares in Q1 2025, an estimated $19.1K.
  • Rise Advisors first reported a position in WaFd in Q1 2024 and held it in 4 quarters.
  • Rise Advisors's WaFd position peaked at $20.5K in Q3 2024.
  • 244 funds tracked by Wall St. Rank held WaFd as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.