Back to WAFDP
Creative Planning WAFDP Position History
WaFd, Inc. • Financial Services
Quarters held
6
Latest value
$207K
Q3 2026
Peak value
$319K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $209K |
| Q3 2025 | $35K |
| Q3 2025 | $273 |
| Q3 2025 | $319K |
| Q2 2026 | $256K |
| Q3 2026 | $207K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $207K | 6.9K | — | — |
| Q2 2026 | $256K | 6.7K | — | — |
| Q3 2025 | $319K | 16.8K | — | — |
| Q3 2025 | $273 | 9 | — | — |
| Q3 2025 | $35K | 1.8K | — | — |
| Q3 2025 | $209K | 6.9K | — | — |
Other funds holding WAFDP
$268.3M
$264.7M
$260.9M
$255.8M
$229.1M
$227.5M
$166.7M