WMS Partners’s WaFd WAFD Stock Holding History

WMS Partners’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
2025 Q1	–	Sell	-12,348	Closed	-$398K	–	282
2024 Q4	$398K	Sell	12,348 -587	-5%	-$20.6K	0.02%	210
2024 Q3	$451K	Buy	+12,935	New	+$440K	0.03%	192

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFM

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

WMS Partners's WAFD Position: Q1 2025 in Review

WMS Partners sold out of WaFd (WAFD) in Q1 2025, closing a stake of 12,348 shares — an estimated $398K sold.

WMS Partners first reported a position in WAFD in Q3 2024 and held it in 2 quarters. The position peaked at $451K in Q3 2024. 244 funds tracked by Wall St. Rank hold WAFD as of Q1 2025.

WMS Partners reported no remaining WaFd position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 12,348 WaFd shares in Q1 2025, an estimated $398K.
WMS Partners first reported a position in WaFd in Q3 2024 and held it in 2 quarters.
WMS Partners's WaFd position peaked at $451K in Q3 2024.
244 funds tracked by Wall St. Rank held WaFd as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.