Xponance’s WaFd WAFD Stock Holding History

Xponance’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	$229K	Buy	+7,308	New	+$235K	﹤0.01%	1411
2023 Q1	–	Sell	-10,079	Closed	-$338K	–	1258
2022 Q4	$338K	Sell	10,079 -88	-0.9%	-$3.08K	0.01%	1010
2022 Q3	$305K	Buy	10,167 +34	+0.3%	+$1.1K	0.01%	992
2022 Q2	$304K	Buy	10,133 +570	+6%	+$17.9K	0.01%	1004
2022 Q1	$314K	Sell	9,563 -38	-0.4%	-$1.33K	0.01%	1018
2021 Q4	$320K	Sell	9,601 -548	-5%	-$18.9K	0.01%	1029
2021 Q3	$348K	Sell	10,149 -1,253	-11%	-$40.8K	0.01%	1009
2021 Q2	$362K	Buy	11,402 +3,206	+39%	+$105K	0.01%	1023
2021 Q1	$252K	Sell	8,196 -1,852	-18%	-$55.4K	0.01%	993
2020 Q4	$259K	Sell	10,048 -40	-0.4%	-$951	0.01%	990
2020 Q3	$210K	Sell	10,088 -153	-1%	-$3.61K	0.01%	973
2020 Q2	$275K	Buy	+10,241	New	+$264K	0.01%	859

Other funds holding WAFD

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Xponance's WAFD Position: Q1 2026 in Review

Xponance opened a new position in WaFd (WAFD) in Q1 2026: 7,308 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #1411 among its holdings. This is a return to the name: Xponance previously reported a position in WAFD as recently as Q4 2022.

Xponance first reported a position in WAFD in Q2 2020 and has held it in 12 quarters since. The position peaked at $362K in Q2 2021. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

Xponance held 7,308 shares of WaFd worth $229K as of Q1 2026.
WaFd was a new Xponance position in Q1 2026.
WaFd made up ﹤0.01% of Xponance's portfolio in Q1 2026, its #1411 holding.
Xponance first reported a position in WaFd in Q2 2020 and has held it in 12 quarters since.
Xponance's WaFd position peaked at $362K in Q2 2021.
257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.