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
Q2 		$61.4K Buy
1,600
+1,500
+1,500% +$52.8K ﹤0.01% 6085
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 $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.