Savant Capital’s WaFd WAFD Stock Holding History

Savant 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
2025 Q1	–	Sell	-6,544	Closed	-$211K	–	1438
2024 Q4	$211K	Buy	6,544 +257	+4%	+$9.03K	﹤0.01%	1295
2024 Q3	$219K	Buy	+6,287	New	+$214K	﹤0.01%	1241

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Savant Capital's WAFD Position: Q1 2025 in Review

Savant Capital sold out of WaFd (WAFD) in Q1 2025, closing a stake of 6,544 shares — an estimated $211K sold.

Savant Capital first reported a position in WAFD in Q3 2024 and held it in 2 quarters. The position peaked at $219K in Q3 2024. 244 funds tracked by Wall St. Rank hold WAFD as of Q1 2025.

Savant Capital reported no remaining WaFd position as of Q1 2025 after selling out during the quarter.
Savant Capital sold 6,544 WaFd shares in Q1 2025, an estimated $211K.
Savant Capital first reported a position in WaFd in Q3 2024 and held it in 2 quarters.
Savant Capital's WaFd position peaked at $219K in Q3 2024.
244 funds tracked by Wall St. Rank held WaFd as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.