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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
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 $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

Smartleaf Asset Management's WAFD Position: Q1 2026 in Review

Smartleaf Asset Management reduced its WaFd (WAFD) stake by 8.4% in Q1 2026, selling an estimated $1.16K and leaving 392 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Smartleaf Asset Management first reported a position in WAFD in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.9K in Q4 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Smartleaf Asset Management held 392 shares of WaFd worth $12.2K as of Q1 2026.
  • Smartleaf Asset Management sold 36 WaFd shares in Q1 2026, an estimated $1.16K.
  • WaFd made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2221 holding.
  • Smartleaf Asset Management first reported a position in WaFd in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's WaFd position peaked at $13.9K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.