VF
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Vest Financial’s WaFd WAFD Stock Holding History

Vest Financial’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
Q4 		– Sell
-36,349
Closed -$1.1M – 446
2025
Q3 		$1.1M Buy
36,349
+5,395
+17% +$165K 0.01% 352
2025
Q2 		$906K Buy
30,954
+6,173
+25% +$175K 0.01% 359
2025
Q1 		$708K Buy
+24,781
New +$735K 0.01% 355

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Vest Financial's WAFD Position: Q4 2025 in Review

Vest Financial sold out of WaFd (WAFD) in Q4 2025, closing a stake of 36,349 shares — an estimated $1.1M sold.

Vest Financial first reported a position in WAFD in Q1 2025 and held it in 3 quarters. The position peaked at $1.1M in Q3 2025. 258 funds tracked by Wall St. Rank hold WAFD as of Q4 2025.

  • Vest Financial reported no remaining WaFd position as of Q4 2025 after selling out during the quarter.
  • Vest Financial sold 36,349 WaFd shares in Q4 2025, an estimated $1.1M.
  • Vest Financial first reported a position in WaFd in Q1 2025 and held it in 3 quarters.
  • Vest Financial's WaFd position peaked at $1.1M in Q3 2025.
  • 258 funds tracked by Wall St. Rank held WaFd as of Q4 2025.

Based on Vest Financial's 13F filing for Q4 2025, filed 30 Jan 2026.