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Van Hulzen Asset Management’s WaFd WAFD Stock Holding History

Van Hulzen 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
2025
Q1 		– Sell
-5
Closed -$162 – 1113
2024
Q4 		$162 Buy
+5
New +$176 ﹤0.01% 1137

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Van Hulzen Asset Management's WAFD Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of WaFd (WAFD) in Q1 2025, closing a stake of 5 shares — an estimated $162 sold.

Van Hulzen Asset Management first reported a position in WAFD in Q4 2024 and held it in 1 quarter. The position peaked at $162 in Q4 2024. 244 funds tracked by Wall St. Rank hold WAFD as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining WaFd position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 5 WaFd shares in Q1 2025, an estimated $162.
  • Van Hulzen Asset Management first reported a position in WaFd in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's WaFd position peaked at $162 in Q4 2024.
  • 244 funds tracked by Wall St. Rank held WaFd as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.