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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.77B AUM 58.14% 1-Year Est. Return

Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.52B AUM 27.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return