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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Simplex Trading's WAFD Position: Q2 2026 in Review

Simplex Trading reduced its WaFd (WAFD) stake by 94% in Q2 2026, selling an estimated $10K and leaving 18 shares worth $690. The position accounts for ﹤0.01% of the portfolio, ranked #8903.

Simplex Trading first reported a position in WAFD in Q4 2015 and has held it in 15 quarters since. The position peaked at $130K in Q2 2022. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Simplex Trading held 18 shares of WaFd worth $690 as of Q2 2026.
  • Simplex Trading sold 284 WaFd shares in Q2 2026, an estimated $10K.
  • WaFd made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #8903 holding.
  • Simplex Trading first reported a position in WaFd in Q4 2015 and has held it in 15 quarters since.
  • Simplex Trading's WaFd position peaked at $130K in Q2 2022.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.