Wellington Management Group
WAFD icon

Wellington Management Group’s WaFd WAFD Stock Holding History

Wellington Management Group’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
Q1 		– Sell
-333,712
Closed -$10.7M – 2016
2025
Q4 		$10.7M Buy
333,712
+266,891
+399% +$8.24M ﹤0.01% 1237
2025
Q3 		$2.02M Buy
+66,821
New +$2.05M ﹤0.01% 1626
2020
Q3 		– Sell
-18,844
Closed -$506K – 2001
2020
Q2 		$506K Buy
+18,844
New +$485K ﹤0.01% 1647
2016
Q3 		– Sell
-16,484
Closed -$400K – 2247
2016
Q2 		$400K Hold
16,484
– – ﹤0.01% 1958
2016
Q1 		$373K Sell
16,484
-10,331
-39% -$224K ﹤0.01% 2004
2015
Q4 		$639K Buy
+26,815
New +$660K ﹤0.01% 1926

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Wellington Management Group's WAFD Position: Q1 2026 in Review

Wellington Management Group sold out of WaFd (WAFD) in Q1 2026, closing a stake of 333,712 shares — an estimated $10.7M sold.

Wellington Management Group first reported a position in WAFD in Q4 2015 and held it in 6 quarters. The position peaked at $10.7M in Q4 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

  • Wellington Management Group reported no remaining WaFd position as of Q1 2026 after selling out during the quarter.
  • Wellington Management Group sold 333,712 WaFd shares in Q1 2026, an estimated $10.7M.
  • Wellington Management Group first reported a position in WaFd in Q4 2015 and held it in 6 quarters.
  • Wellington Management Group's WaFd position peaked at $10.7M in Q4 2025.
  • 257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.