Yousif Capital Management
WAFD icon

Yousif Capital Management’s WaFd WAFD Stock Holding History

Yousif Capital Management’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 		$557K Sell
18,601
-1,258
-6% -$45.1K 0.01% 1284
2026
Q2 		$762K Sell
19,859
-540
-3% -$19K 0.01% 1192
2026
Q1 		$641K Sell
20,399
-891
-4% -$28.7K 0.01% 1284
2025
Q4 		$669K Sell
21,290
-3,013
-12% -$93.1K 0.01% 1281
2025
Q3 		$736K Sell
24,303
-5,733
-19% -$176K 0.01% 1263
2025
Q2 		$879K Sell
30,036
-149
-0.5% -$4.22K 0.01% 1197
2025
Q1 		$863K Sell
30,185
-383
-1% -$11.4K 0.01% 1178
2024
Q4 		$986K Sell
30,568
-398
-1% -$14K 0.01% 1163
2024
Q3 		$1.08M Buy
30,966
+3,918
+14% +$133K 0.01% 1139
2024
Q2 		$773K Sell
27,048
-3,437
-11% -$95.2K 0.01% 1271
2024
Q1 		$885K Sell
30,485
-1,563
-5% -$45K 0.01% 1254
2023
Q4 		$1.06M Sell
32,048
-25
-0.1% -$691 0.01% 1196
2023
Q3 		$822K Sell
32,073
-2,947
-8% -$82.4K 0.01% 1237
2023
Q2 		$929K Sell
35,020
-1,942
-5% -$53.8K 0.01% 1202
2023
Q1 		$1.11M Buy
36,962
+3,663
+11% +$124K 0.01% 1095
2022
Q4 		$1.12M Sell
33,299
-35
-0.1% -$1.22K 0.01% 1104
2022
Q3 		$999K Sell
33,334
-3,369
-9% -$109K 0.01% 1191
2022
Q2 		$1.1M Buy
36,703
+970
+3% +$30.5K 0.01% 1181
2022
Q1 		$1.17M Buy
35,733
+170
+0.5% +$5.96K 0.01% 1285
2021
Q4 		$1.19M Buy
+35,563
New +$1.23M 0.01% 1291

Other funds holding WAFD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Yousif Capital Management's WAFD Position: Q3 2026 in Review

Yousif Capital Management reduced its WaFd (WAFD) stake by 6.3% in Q3 2026, selling an estimated $45.1K and leaving 18,601 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #1284.

Yousif Capital Management first reported a position in WAFD in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.19M in Q4 2021. 224 funds tracked by Wall St. Rank hold WAFD as of Q3 2026.

  • Yousif Capital Management held 18,601 shares of WaFd worth $557K as of Q3 2026.
  • Yousif Capital Management sold 1,258 WaFd shares in Q3 2026, an estimated $45.1K.
  • WaFd made up 0.01% of Yousif Capital Management's portfolio in Q3 2026, its #1284 holding.
  • Yousif Capital Management first reported a position in WaFd in Q4 2021 and has held it in 20 quarters since.
  • Yousif Capital Management's WaFd position peaked at $1.19M in Q4 2021.
  • 224 funds tracked by Wall St. Rank held WaFd as of Q3 2026.

Based on Yousif Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.