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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
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LSV Asset Management
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
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

Yousif Capital Management's WAFD Position: Q2 2026 in Review

Yousif Capital Management reduced its WaFd (WAFD) stake by 2.6% in Q2 2026, selling an estimated $19K and leaving 19,859 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #1192.

Yousif Capital Management first reported a position in WAFD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.19M in Q4 2021. 120 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Yousif Capital Management held 19,859 shares of WaFd worth $762K as of Q2 2026.
  • Yousif Capital Management sold 540 WaFd shares in Q2 2026, an estimated $19K.
  • WaFd made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1192 holding.
  • Yousif Capital Management first reported a position in WaFd in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's WaFd position peaked at $1.19M in Q4 2021.
  • 120 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.