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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Wealth Enhancement Advisory Services's WAFD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its WaFd (WAFD) stake by 9.7% in Q2 2026, buying an estimated $34.5K and bringing the position to 11,040 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #2858.

Wealth Enhancement Advisory Services first reported a position in WAFD in Q2 2025 and has held it in 5 quarters since. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,040 shares of WaFd worth $421K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 980 WaFd shares in Q2 2026, an estimated $34.5K.
  • WaFd made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2858 holding.
  • Wealth Enhancement Advisory Services first reported a position in WaFd in Q2 2025 and has held it in 5 quarters since.
  • 290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.