Simplex Trading’s WaFd WAFD Stock Holding History

Simplex Trading’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	$9.48K	Buy	+302	New	+$9.71K	﹤0.01%	7409
2022 Q3	–	Sell	-4,362	Closed	-$130K	–	10991
2022 Q2	$130K	Buy	+4,362	New	+$137K	﹤0.01%	5204
2022 Q1	–	Sell	-38	Closed	-$1.33K	–	11500
2021 Q4	$1K	Buy	+38	New	+$1.31K	﹤0.01%	10265
2020 Q4	–	Sell	-682	Closed	-$16.2K	–	9166
2020 Q3	$14K	Sell	682 -1,467	-68%	-$34.6K	﹤0.01%	6627
2020 Q2	$57K	Buy	2,149 +1,424	+196%	+$36.7K	﹤0.01%	5378
2020 Q1	$18K	Buy	725 +635	+706%	+$20.3K	﹤0.01%	6059
2019 Q4	$3K	Buy	90 +69	+329%	+$2.53K	﹤0.01%	6910
2019 Q3	$0	Sell	21 -64	-75%	-$2.29K	﹤0.01%	7964
2019 Q2	$2K	Hold	85	–	–	﹤0.01%	6787
2019 Q1	$2K	Sell	85 -19	-18%	-$559	﹤0.01%	6823
2018 Q4	$2K	Buy	104 +4	+4%	+$112	﹤0.01%	6623
2018 Q3	$3K	Buy	+100	New	+$3.37K	﹤0.01%	6995
2018 Q2	–	Sell	-65	Closed	-$2K	–	7949
2018 Q1	$2K	Buy	+65	New	+$2.31K	﹤0.01%	5366
2016 Q1	–	Sell	-414	Closed	-$8.96K	–	6332
2015 Q4	$9K	Buy	+414	New	+$10.2K	﹤0.01%	3424

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

Simplex Trading's WAFD Position: Q1 2026 in Review

Simplex Trading opened a new position in WaFd (WAFD) in Q1 2026: 302 shares worth $9.48K. The stake represents ﹤0.01% of the portfolio and ranks #7409 among its holdings. This is a return to the name: Simplex Trading previously reported a position in WAFD as recently as Q2 2022.

Simplex Trading first reported a position in WAFD in Q4 2015 and has held it in 14 quarters since. The position peaked at $130K in Q2 2022. 258 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

Simplex Trading held 302 shares of WaFd worth $9.48K as of Q1 2026.
WaFd was a new Simplex Trading position in Q1 2026.
WaFd made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7409 holding.
Simplex Trading first reported a position in WaFd in Q4 2015 and has held it in 14 quarters since.
Simplex Trading's WaFd position peaked at $130K in Q2 2022.
258 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.