Wedge Capital Management’s WaFd WAFD Stock Holding History

Wedge 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
2026 Q2	$1.32M	Buy	+34,332	New	+$1.21M	0.02%	386
2023 Q4	–	Sell	-19,809	Closed	-$508K	–	516
2023 Q3	$508K	Sell	19,809 -37,988	-66%	-$1.06M	0.01%	415
2023 Q2	$1.53M	Buy	+57,797	New	+$1.6M	0.02%	395
2019 Q4	–	Sell	-5,855	Closed	-$217K	–	594
2019 Q3	$217K	Sell	5,855 -4,742	-45%	-$169K	﹤0.01%	529
2019 Q2	$370K	Sell	10,597 -914	-8%	-$29.6K	﹤0.01%	500
2019 Q1	$333K	Sell	11,511 -1,341	-10%	-$39.4K	﹤0.01%	504
2018 Q4	$343K	Buy	12,852 +786	+7%	+$22.1K	﹤0.01%	473
2018 Q3	$386K	Sell	12,066 -1,221	-9%	-$41.1K	﹤0.01%	494
2018 Q2	$434K	Buy	13,287 +1,431	+12%	+$47K	﹤0.01%	480
2018 Q1	$410K	Sell	11,856 -2,028	-15%	-$72K	﹤0.01%	475
2017 Q4	$476K	Sell	13,884 -753	-5%	-$25.9K	﹤0.01%	459
2017 Q3	$493K	Sell	14,637 -1,431	-9%	-$46.5K	﹤0.01%	460
2017 Q2	$533K	Buy	+16,068	New	+$532K	0.01%	435

Other funds holding WAFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Wedge Capital Management's WAFD Position: Q2 2026 in Review

Wedge Capital Management opened a new position in WaFd (WAFD) in Q2 2026: 34,332 shares worth $1.32M. The stake represents 0.02% of the portfolio and ranks #386 among its holdings. This is a return to the name: Wedge Capital Management previously reported a position in WAFD as recently as Q3 2023.

Wedge Capital Management first reported a position in WAFD in Q2 2017 and has held it in 13 quarters since. The position peaked at $1.53M in Q2 2023. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Wedge Capital Management held 34,332 shares of WaFd worth $1.32M as of Q2 2026.
WaFd was a new Wedge Capital Management position in Q2 2026.
WaFd made up 0.02% of Wedge Capital Management's portfolio in Q2 2026, its #386 holding.
Wedge Capital Management first reported a position in WaFd in Q2 2017 and has held it in 13 quarters since.
Wedge Capital Management's WaFd position peaked at $1.53M in Q2 2023.
290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.