Versant Capital Management’s WaFd WAFD Stock Holding History

Versant Capital 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	$20.2K	Hold	527	–	–	﹤0.01%	1918
2026 Q1	$16.5K	Buy	527 +93	+21%	+$2.99K	﹤0.01%	1907
2025 Q4	$13.9K	Hold	434	–	–	﹤0.01%	1846
2025 Q3	$13.1K	Hold	434	–	–	﹤0.01%	1813
2025 Q2	$12.7K	Sell	434 -130	-23%	-$3.68K	﹤0.01%	1778
2025 Q1	$16.1K	Buy	564 +88	+18%	+$2.61K	﹤0.01%	1467
2024 Q4	$15.3K	Buy	476 +274	+136%	+$9.63K	﹤0.01%	1164
2024 Q3	$7.04K	Buy	202 +59	+41%	+$2.01K	﹤0.01%	1178
2024 Q2	$4.09K	Buy	143 +92	+180%	+$2.55K	﹤0.01%	1284
2024 Q1	$1.48K	Hold	51	–	–	﹤0.01%	1442
2023 Q4	$1.68K	Sell	51 -14	-22%	-$387	﹤0.01%	1352
2023 Q3	$1.67K	Hold	65	–	–	﹤0.01%	1363
2023 Q2	$1.72K	Hold	65	–	–	﹤0.01%	1425
2023 Q1	$1.96K	Hold	65	–	–	﹤0.01%	1283
2022 Q4	$2.18K	Hold	65	–	–	﹤0.01%	1121
2022 Q3	$2K	Hold	65	–	–	﹤0.01%	1143
2022 Q2	$2K	Hold	65	–	–	﹤0.01%	1164
2022 Q1	$2K	Sell	65 -20	-24%	-$701	﹤0.01%	1199
2021 Q4	$3K	Hold	85	–	–	﹤0.01%	1074
2021 Q3	$3K	Hold	85	–	–	﹤0.01%	1076
2021 Q2	$3K	Hold	85	–	–	﹤0.01%	1075
2021 Q1	$3K	Hold	85	–	–	﹤0.01%	1182
2020 Q4	$2K	Buy	85 +24	+39%	+$571	﹤0.01%	1159
2020 Q3	$1K	Sell	61 -24	-28%	-$566	﹤0.01%	1240
2020 Q2	$2K	Buy	85 +24	+39%	+$618	﹤0.01%	1102
2020 Q1	$1K	Sell	61 -2	-3%	-$64	﹤0.01%	1223
2019 Q4	$2K	Hold	63	–	–	﹤0.01%	1177
2019 Q3	$2K	Sell	63 -4	-6%	-$143	﹤0.01%	1193
2019 Q2	$2K	Sell	67 -32	-32%	-$1.03K	﹤0.01%	1220
2019 Q1	$2K	Sell	99 -7	-7%	-$206	﹤0.01%	1377
2018 Q4	$2K	Hold	106	–	–	﹤0.01%	1290
2018 Q3	$3K	Hold	106	–	–	﹤0.01%	1251
2018 Q2	$3K	Sell	106 -3	-3%	-$99	﹤0.01%	1244
2018 Q1	$3K	Sell	109 -42	-28%	-$1.49K	﹤0.01%	1221
2017 Q4	$5K	Hold	151	–	–	﹤0.01%	1145
2017 Q3	$5K	Sell	151 -34	-18%	-$1.11K	﹤0.01%	1066
2017 Q2	$6K	Hold	185	–	–	﹤0.01%	1027
2017 Q1	$6K	Sell	185 -18	-9%	-$603	﹤0.01%	1009
2016 Q4	$6K	Hold	203	–	–	﹤0.01%	984
2016 Q3	$5K	Sell	203 -3	-1%	-$77	﹤0.01%	1002
2016 Q2	$4K	Sell	206 -1	-0.5%	-$24	﹤0.01%	1037
2016 Q1	$4K	Buy	207 +27	+15%	+$585	﹤0.01%	1018
2015 Q4	$4K	Buy	+180	New	+$4.43K	﹤0.01%	1011

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

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 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 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

Versant Capital Management's WAFD Position: Q2 2026 in Review

Versant Capital Management held its WaFd (WAFD) position steady in Q2 2026 at 527 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

Versant Capital Management first reported a position in WAFD in Q4 2015 and has held it in 43 quarters since. 21 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Versant Capital Management held 527 shares of WaFd worth $20.2K as of Q2 2026.
Versant Capital Management left its WaFd share count unchanged in Q2 2026.
WaFd made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #1918 holding.
Versant Capital Management first reported a position in WaFd in Q4 2015 and has held it in 43 quarters since.
21 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.