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Smartleaf Asset Management’s WaFd WAFD Stock Holding History

Smartleaf Asset Management’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 		$14.9K Hold
392
– – ﹤0.01% 2168
2026
Q1 		$12.2K Sell
392
-36
-8% -$1.16K ﹤0.01% 2221
2025
Q4 		$13.9K Buy
428
+350
+449% +$10.8K ﹤0.01% 2229
2025
Q3 		$2.38K Sell
78
-17
-18% -$521 ﹤0.01% 2570
2025
Q2 		$2.79K Sell
95
-185
-66% -$5.24K ﹤0.01% 2235
2025
Q1 		$7.95K Sell
280
-68
-20% -$2.02K ﹤0.01% 2020
2024
Q4 		$11.3K Buy
348
+64
+23% +$2.25K ﹤0.01% 1944
2024
Q3 		$9.8K Buy
284
+104
+58% +$3.54K ﹤0.01% 1769
2024
Q2 		$4.96K Buy
180
+149
+481% +$4.13K ﹤0.01% 1811
2024
Q1 		$894 Buy
31
+25
+417% +$720 ﹤0.01% 1641
2023
Q4 		$0 Buy
+6
New +$166 ﹤0.01% 1240

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

Smartleaf Asset Management's WAFD Position: Q2 2026 in Review

Smartleaf Asset Management held its WaFd (WAFD) position steady in Q2 2026 at 392 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2168.

Smartleaf Asset Management first reported a position in WAFD in Q4 2023 and has held it in 11 quarters since. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Smartleaf Asset Management held 392 shares of WaFd worth $14.9K as of Q2 2026.
  • Smartleaf Asset Management left its WaFd share count unchanged in Q2 2026.
  • WaFd made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2168 holding.
  • Smartleaf Asset Management first reported a position in WaFd in Q4 2023 and has held it in 11 quarters since.
  • 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.