Y-Intercept (HK)’s WaFd WAFD Stock Holding History

Y-Intercept (HK)’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	-99,929	Closed	-$3.2M	–	2100
2025 Q4	$3.2M	Buy	99,929 +38,893	+64%	+$1.2M	0.07%	397
2025 Q3	$1.85M	Buy	61,036 +51,600	+547%	+$1.58M	0.04%	652
2025 Q2	$276K	Buy	+9,436	New	+$267K	0.01%	1379
2024 Q2	–	Sell	-42,119	Closed	-$1.22M	–	1974
2024 Q1	$1.22M	Buy	+42,119	New	+$1.21M	0.09%	301
2023 Q4	–	Sell	-9,291	Closed	-$238K	–	1690
2023 Q3	$238K	Buy	+9,291	New	+$260K	0.02%	853
2021 Q4	–	Sell	-8,183	Closed	-$281K	–	912
2021 Q3	$281K	Buy	+8,183	New	+$266K	0.05%	482

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

Y-Intercept (HK)'s WAFD Position: Q1 2026 in Review

Y-Intercept (HK) sold out of WaFd (WAFD) in Q1 2026, closing a stake of 99,929 shares — an estimated $3.2M sold.

Y-Intercept (HK) first reported a position in WAFD in Q3 2021 and held it in 6 quarters. The position peaked at $3.2M in Q4 2025. 257 funds tracked by Wall St. Rank hold WAFD as of Q1 2026.

Y-Intercept (HK) reported no remaining WaFd position as of Q1 2026 after selling out during the quarter.
Y-Intercept (HK) sold 99,929 WaFd shares in Q1 2026, an estimated $3.2M.
Y-Intercept (HK) first reported a position in WaFd in Q3 2021 and held it in 6 quarters.
Y-Intercept (HK)'s WaFd position peaked at $3.2M in Q4 2025.
257 funds tracked by Wall St. Rank held WaFd as of Q1 2026.

Based on Y-Intercept (HK)'s 13F filing for Q1 2026, filed 27 Apr 2026.