Wipfli Financial Advisors’s WaFd WAFD Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$5K	Buy	+170	New	+$5.51K	﹤0.01%	2105

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Wipfli Financial Advisors's WAFD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in WaFd (WAFD) in Q3 2022: 170 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2105 among its holdings.

234 funds tracked by Wall St. Rank hold WAFD as of Q3 2022.

Wipfli Financial Advisors held 170 shares of WaFd worth $5K as of Q3 2022.
WaFd was a new Wipfli Financial Advisors position in Q3 2022.
WaFd made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2105 holding.
234 funds tracked by Wall St. Rank held WaFd as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.