VI
WAFD icon

Versor Investments’s WaFd WAFD Stock Holding History

Versor Investments’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
Q3 		– Sell
-10,000
Closed -$293K – 931
2025
Q2 		$293K Buy
+10,000
New +$283K 0.05% 553
2022
Q3 		– Sell
-7,898
Closed -$237K – 959
2022
Q2 		$237K Sell
7,898
-2,256
-22% -$70.8K 0.01% 696
2022
Q1 		$333K Buy
10,154
+3,802
+60% +$133K 0.01% 456
2021
Q4 		$212K Hold
6,352
– – 0.01% 492
2021
Q3 		$218K Buy
+6,352
New +$207K 0.01% 460

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Versor Investments's WAFD Position: Q3 2025 in Review

Versor Investments sold out of WaFd (WAFD) in Q3 2025, closing a stake of 10,000 shares — an estimated $293K sold.

Versor Investments first reported a position in WAFD in Q3 2021 and held it in 5 quarters. The position peaked at $333K in Q1 2022. 254 funds tracked by Wall St. Rank hold WAFD as of Q3 2025.

  • Versor Investments reported no remaining WaFd position as of Q3 2025 after selling out during the quarter.
  • Versor Investments sold 10,000 WaFd shares in Q3 2025, an estimated $293K.
  • Versor Investments first reported a position in WaFd in Q3 2021 and held it in 5 quarters.
  • Versor Investments's WaFd position peaked at $333K in Q1 2022.
  • 254 funds tracked by Wall St. Rank held WaFd as of Q3 2025.

Based on Versor Investments's 13F filing for Q3 2025, filed 6 Nov 2025.