Wealth Enhancement Advisory Services
WAFD icon

Wealth Enhancement Advisory Services’s WaFd WAFD Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$656K Buy
22,074
+11,034
+100% +$396K ﹤0.01% 2562
2026
Q2 		$421K Buy
11,040
+980
+10% +$34.5K ﹤0.01% 2858
2026
Q1 		$320K Buy
10,060
+287
+3% +$9.23K ﹤0.01% 2706
2025
Q4 		$323K Buy
9,773
+876
+10% +$27.1K ﹤0.01% 2859
2025
Q3 		$262K Buy
8,897
+2,453
+38% +$75.2K ﹤0.01% 2900
2025
Q2 		$201K Buy
+6,444
New +$182K ﹤0.01% 2995

Other funds holding WAFD

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Talbot Financial
Talbot Financial Bellevue, Washington $1.39B AUM 29.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Tradewinds Capital Management
Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services's WAFD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its WaFd (WAFD) stake by 100% in Q3 2026, buying an estimated $396K and bringing the position to 22,074 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #2562.

Wealth Enhancement Advisory Services first reported a position in WAFD in Q2 2025 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold WAFD as of Q3 2026.

  • Wealth Enhancement Advisory Services held 22,074 shares of WaFd worth $656K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 11,034 WaFd shares in Q3 2026, an estimated $396K.
  • WaFd made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2562 holding.
  • Wealth Enhancement Advisory Services first reported a position in WaFd in Q2 2025 and has held it in 6 quarters since.
  • 45 funds tracked by Wall St. Rank held WaFd as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.