Simplex Trading
WAFD icon

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 		– Sell
-100
Closed -$3.2K – 10300
2025
Q4 		$3.2K Sell
100
-100
-50% -$3.09K ﹤0.01% 7652
2025
Q3 		$6K Hold
200
– – ﹤0.01% 8251
2025
Q2 		$5K Buy
200
+100
+100% +$2.83K ﹤0.01% 7788
2025
Q1 		$2K Sell
100
-600
-86% -$17.8K ﹤0.01% 8104
2024
Q4 		$22K Buy
700
+500
+250% +$17.6K ﹤0.01% 6628
2024
Q3 		$6K Sell
200
-1,700
-89% -$57.8K ﹤0.01% 7557
2024
Q2 		$54K Buy
1,900
+200
+12% +$5.54K ﹤0.01% 6012
2024
Q1 		$49K Buy
1,700
+1,000
+143% +$28.8K ﹤0.01% 6286
2023
Q4 		$23K Hold
700
– – ﹤0.01% 6820
2023
Q3 		$17K Buy
+700
New +$19.6K ﹤0.01% 6778
2023
Q1 		– Sell
-1,000
Closed -$33K – 10246
2022
Q4 		$33K Buy
+1,000
New +$35K ﹤0.01% 6352
2022
Q3 		– Sell
-300
Closed -$9K – 10990
2022
Q2 		$9K Hold
300
– – ﹤0.01% 8403
2022
Q1 		$9K Buy
+300
New +$10.5K ﹤0.01% 8987
2021
Q4 		– Sell
-5,200
Closed -$165K – 11561
2021
Q3 		$165K Hold
5,200
– – ﹤0.01% 5909
2021
Q2 		$165K Buy
5,200
+5,145
+9,355% +$168K ﹤0.01% 6001
2021
Q1 		$169K Buy
55
+18
+49% +$538 ﹤0.01% 5010
2020
Q4 		$95K Buy
37
+36
+3,600% +$856 ﹤0.01% 5490
2020
Q3 		$2K Sell
1
-12
-92% -$283 ﹤0.01% 7469
2020
Q2 		$34K Buy
13
+7
+117% +$180 ﹤0.01% 5832
2020
Q1 		$15K Buy
+6
New +$192 ﹤0.01% 6192
2015
Q4 		– Sell
-23
Closed -$2K – 6212
2015
Q3 		$2K Buy
23
+2
+10% +$46 ﹤0.01% 4752
2015
Q2 		$6K Buy
+21
New +$471 ﹤0.01% 3552

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

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. 257 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.
  • 257 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.