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 		$3.14K Buy
+100
New +$3.22K ﹤0.01% 8161
2025
Q4 		– Sell
-100
Closed -$3K – 10241
2025
Q3 		$3K Sell
100
-100
-50% -$3.06K ﹤0.01% 8574
2025
Q2 		$5K Buy
+200
New +$5.66K ﹤0.01% 7789
2024
Q4 		– Sell
-400
Closed -$13K – 9747
2024
Q3 		$13K Sell
400
-3,100
-89% -$105K ﹤0.01% 7036
2024
Q2 		$100K Buy
3,500
+2,900
+483% +$80.3K ﹤0.01% 5378
2024
Q1 		$17K Buy
600
+400
+200% +$11.5K ﹤0.01% 7236
2023
Q4 		$6K Buy
200
+100
+100% +$2.76K ﹤0.01% 7796
2023
Q3 		$2K Buy
+100
New +$2.79K ﹤0.01% 8179
2022
Q3 		– Sell
-10,000
Closed -$300K – 10992
2022
Q2 		$300K Buy
+10,000
New +$314K ﹤0.01% 4103
2021
Q4 		– Sell
-3,100
Closed -$98K – 11562
2021
Q3 		$98K Hold
3,100
– – ﹤0.01% 6650
2021
Q2 		$98K Buy
3,100
+3,070
+10,233% +$100K ﹤0.01% 6761
2021
Q1 		$92K Sell
30
-14
-32% -$419 ﹤0.01% 5875
2020
Q4 		$113K Buy
44
+43
+4,300% +$1.02K ﹤0.01% 5324
2020
Q3 		$2K Sell
1
-10
-91% -$236 ﹤0.01% 7470
2020
Q2 		$29K Buy
11
+1
+10% +$26 ﹤0.01% 5949
2020
Q1 		$25K Buy
10
+9
+900% +$288 ﹤0.01% 5778
2019
Q4 		$3K Buy
+1
New +$37 ﹤0.01% 6911

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.