WCM
WAFD icon

WealthTrak Capital Management’s WaFd WAFD Stock Holding History

WealthTrak Capital Management’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
Closed -$293 – 876
2025
Q2 		$293 Hold
10
– – ﹤0.01% 768
2025
Q1 		$286 Hold
10
– – ﹤0.01% 779
2024
Q4 		$323 Buy
+10
New +$351 ﹤0.01% 696

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

WealthTrak Capital Management's WAFD Position: Q3 2025 in Review

WealthTrak Capital Management sold out of WaFd (WAFD) in Q3 2025, closing a stake of 10 shares — an estimated $293 sold.

WealthTrak Capital Management first reported a position in WAFD in Q4 2024 and held it in 3 quarters. The position peaked at $323 in Q4 2024. 254 funds tracked by Wall St. Rank hold WAFD as of Q3 2025.

  • WealthTrak Capital Management reported no remaining WaFd position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 10 WaFd shares in Q3 2025, an estimated $293.
  • WealthTrak Capital Management first reported a position in WaFd in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's WaFd position peaked at $323 in Q4 2024.
  • 254 funds tracked by Wall St. Rank held WaFd as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.