Wedge Capital Management
WAFD icon

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
Q3 		$1.35M Buy
45,122
+10,790
+31% +$387K 0.02% 385
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

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
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Wedge Capital Management's WAFD Position: Q3 2026 in Review

Wedge Capital Management increased its WaFd (WAFD) stake by 31% in Q3 2026, buying an estimated $387K and bringing the position to 45,122 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #385.

Wedge Capital Management first reported a position in WAFD in Q2 2017 and has held it in 14 quarters since. The position peaked at $1.53M in Q2 2023. 40 funds tracked by Wall St. Rank hold WAFD as of Q3 2026.

  • Wedge Capital Management held 45,122 shares of WaFd worth $1.35M as of Q3 2026.
  • Wedge Capital Management bought 10,790 WaFd shares in Q3 2026, an estimated $387K.
  • WaFd made up 0.02% of Wedge Capital Management's portfolio in Q3 2026, its #385 holding.
  • Wedge Capital Management first reported a position in WaFd in Q2 2017 and has held it in 14 quarters since.
  • Wedge Capital Management's WaFd position peaked at $1.53M in Q2 2023.
  • 40 funds tracked by Wall St. Rank held WaFd as of Q3 2026.

Based on Wedge Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.