TWD
WAFD icon

True Wealth Design’s WaFd WAFD Stock Holding History

True Wealth Design’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
Q3 		$210 Hold
7
– – ﹤0.01% 2342
2026
Q2 		$269 Sell
7
-55
-89% -$1.94K ﹤0.01% 2384
2026
Q1 		$1.95K Hold
62
– – ﹤0.01% 1553
2025
Q4 		$1.99K Buy
62
+10
+19% +$309 ﹤0.01% 1454
2025
Q3 		$1.58K Buy
52
+4
+8% +$123 ﹤0.01% 1556
2025
Q2 		$1.41K Hold
48
– – ﹤0.01% 1325
2025
Q1 		$1.37K Buy
+48
New +$1.42K ﹤0.01% 1150

Other funds holding WAFD

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Talbot Financial
Talbot Financial Bellevue, Washington $1.39B AUM 29.88% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $415M AUM 19.98% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

True Wealth Design's WAFD Position: Q3 2026 in Review

True Wealth Design held its WaFd (WAFD) position steady in Q3 2026 at 7 shares worth $210. The position accounts for ﹤0.01% of the portfolio, ranked #2342.

True Wealth Design first reported a position in WAFD in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.99K in Q4 2025. 26 funds tracked by Wall St. Rank hold WAFD as of Q3 2026.

  • True Wealth Design held 7 shares of WaFd worth $210 as of Q3 2026.
  • True Wealth Design left its WaFd share count unchanged in Q3 2026.
  • WaFd made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2342 holding.
  • True Wealth Design first reported a position in WaFd in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's WaFd position peaked at $1.99K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held WaFd as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.