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
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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

True Wealth Design's WAFD Position: Q2 2026 in Review

True Wealth Design reduced its WaFd (WAFD) stake by 89% in Q2 2026, selling an estimated $1.94K and leaving 7 shares worth $269. The position accounts for ﹤0.01% of the portfolio, ranked #2384.

True Wealth Design first reported a position in WAFD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.99K in Q4 2025. 21 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • True Wealth Design held 7 shares of WaFd worth $269 as of Q2 2026.
  • True Wealth Design sold 55 WaFd shares in Q2 2026, an estimated $1.94K.
  • WaFd made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2384 holding.
  • True Wealth Design first reported a position in WaFd in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's WaFd position peaked at $1.99K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.