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 Q3	$2.47M	Buy	+82,578	New	+$2.96M	0.05%	516
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Talbot Financial Bellevue, Washington $1.39B AUM 29.88% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SFG

Snider Financial Group Bellevue, Washington $415M AUM 19.98% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Y-Intercept (HK)'s WAFD Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in WaFd (WAFD) in Q3 2026: 82,578 shares worth $2.47M. The stake represents 0.05% of the portfolio and ranks #516 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in WAFD as recently as Q4 2025.

Y-Intercept (HK) first reported a position in WAFD in Q3 2021 and has held it in 7 quarters since. The position peaked at $3.2M in Q4 2025. 26 funds tracked by Wall St. Rank hold WAFD as of Q3 2026.

Y-Intercept (HK) held 82,578 shares of WaFd worth $2.47M as of Q3 2026.
WaFd was a new Y-Intercept (HK) position in Q3 2026.
WaFd made up 0.05% of Y-Intercept (HK)'s portfolio in Q3 2026, its #516 holding.
Y-Intercept (HK) first reported a position in WaFd in Q3 2021 and has held it in 7 quarters since.
Y-Intercept (HK)'s WaFd position peaked at $3.2M in Q4 2025.
26 funds tracked by Wall St. Rank held WaFd as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.