Holdings in WAFD
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$2,222,785 |
69,397 |
-41.5%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$3,591,271 |
118,563 |
-9.8%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$3,849,059 |
131,457 |
+107.6%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$1,809,970 |
63,330 |
+104.1%
|
Shares |
Sole |
2025-05-14 |
| 2024-12-31 |
$1,000,470 |
31,032 |
-44.4%
|
Shares |
Sole |
2025-02-11 |
| 2024-09-30 |
$1,946,546 |
55,855 |
+154.9%
|
Shares |
Defined |
2024-11-12 |
| 2024-06-30 |
$626,187 |
21,910 |
-17.2%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$768,336 |
26,467 |
+29.1%
|
Shares |
Sole |
2024-05-07 |
| 2023-12-31 |
$675,515 |
20,495 |
-26.5%
|
Shares |
Sole |
2024-02-14 |
| 2023-09-30 |
$714,464 |
27,887 |
-13.9%
|
Shares |
Sole |
2023-11-14 |
| 2023-06-30 |
$859,168 |
32,397 |
-19.5%
|
Shares |
Sole |
2023-08-11 |
| 2023-03-31 |
$1,212,178 |
40,245 |
+88.6%
|
Shares |
Sole |
2023-05-12 |
| 2022-12-31 |
$715,789 |
21,335 |
-79.6%
|
Shares |
Sole |
2023-02-10 |
| 2022-09-30 |
$3,131,350 |
104,448 |
-1.7%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$3,190,314 |
106,273 |
+21.4%
|
Shares |
Defined |
2022-08-15 |
| 2022-03-31 |
$2,873,752 |
87,561 |
-0.5%
|
Shares |
Defined |
2022-05-13 |
| 2021-12-31 |
$2,937,440 |
88,000 |
+237.3%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$895,250 |
26,093 |
+53.4%
|
Shares |
Sole |
2021-11-12 |
| 2021-06-30 |
$540,736 |
17,015 |
+13.6%
|
Shares |
Sole |
2021-08-06 |
| 2021-03-31 |
$461,168 |
14,973 |
-24.3%
|
Shares |
Sole |
2021-05-12 |
| 2020-12-31 |
$508,957 |
19,773 |
+36.9%
|
Shares |
Sole |
2021-02-08 |
| 2020-09-30 |
$301,260 |
14,442 |
-63.7%
|
Shares |
Defined |
2020-11-06 |
| 2020-06-30 |
$1,066,675 |
39,742 |
-30.0%
|
Shares |
Defined |
2020-08-17 |
| 2020-03-31 |
$1,473,775 |
56,771 |
—
|
Shares |
Defined |
2020-05-14 |