Holdings in WAFD
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,675,296 |
52,304 |
+71.3%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$924,813 |
30,532 |
+7.0%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$835,358 |
28,530 |
-45.0%
|
Shares |
Defined |
2025-08-12 |
| 2025-03-31 |
$1,482,986 |
51,889 |
+11.7%
|
Shares |
Sole |
2025-05-15 |
| 2024-12-31 |
$1,498,030 |
46,465 |
-7.9%
|
Shares |
Sole |
2025-02-14 |
| 2024-09-30 |
$1,757,519 |
50,431 |
+48.8%
|
Shares |
Defined |
2024-11-07 |
| 2024-06-30 |
$968,632 |
33,892 |
+307.3%
|
Shares |
Sole |
2024-08-14 |
| 2024-03-31 |
$241,586 |
8,322 |
+20.4%
|
Shares |
Sole |
2024-05-13 |
| 2023-12-31 |
$227,785 |
6,911 |
—
|
Shares |
Defined |
2024-02-14 |
