WPG Advisers’s WaFd WAFD Stock Holding History

WPG Advisers’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	$998	Hold	26	–	–	﹤0.01%	1333
2026 Q1	$816	Hold	26	–	–	﹤0.01%	1295
2025 Q4	$833	Hold	26	–	–	﹤0.01%	1322
2025 Q3	$788	Hold	26	–	–	﹤0.01%	1310
2025 Q2	$761	Hold	26	–	–	﹤0.01%	1302
2025 Q1	$743	Sell	26 -137	-84%	-$4.06K	﹤0.01%	1306
2024 Q4	$5.25K	Buy	+163	New	+$5.73K	﹤0.01%	805

Other funds holding WAFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CAM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

WPG Advisers's WAFD Position: Q2 2026 in Review

WPG Advisers held its WaFd (WAFD) position steady in Q2 2026 at 26 shares worth $998. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

WPG Advisers first reported a position in WAFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.25K in Q4 2024. 110 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

WPG Advisers held 26 shares of WaFd worth $998 as of Q2 2026.
WPG Advisers left its WaFd share count unchanged in Q2 2026.
WaFd made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1333 holding.
WPG Advisers first reported a position in WaFd in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's WaFd position peaked at $5.25K in Q4 2024.
110 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.