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WAFD icon

Wealthfront’s WaFd WAFD Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-960
Closed -$22K – 1062
2015
Q3 		$22K Buy
960
+669
+230% +$15.3K ﹤0.01% 720
2015
Q2 		$7K Buy
291
+171
+143% +$3.83K ﹤0.01% 966
2015
Q1 		$3K Buy
120
+118
+5,900% +$2.49K ﹤0.01% 944
2014
Q4 		$0 Buy
+2
New +$43 ﹤0.01% 1007

Other funds holding WAFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Wealthfront's WAFD Position: Q4 2015 in Review

Wealthfront sold out of WaFd (WAFD) in Q4 2015, closing a stake of 960 shares — an estimated $22K sold.

Wealthfront first reported a position in WAFD in Q4 2014 and held it in 4 quarters. The position peaked at $22K in Q3 2015. 218 funds tracked by Wall St. Rank hold WAFD as of Q4 2015.

  • Wealthfront reported no remaining WaFd position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 960 WaFd shares in Q4 2015, an estimated $22K.
  • Wealthfront first reported a position in WaFd in Q4 2014 and held it in 4 quarters.
  • Wealthfront's WaFd position peaked at $22K in Q3 2015.
  • 218 funds tracked by Wall St. Rank held WaFd as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.