Hennessy Small Cap Financial Fund WAFD Holdings History
Hennessy Small Cap Financial Fund's WaFd Inc Holding Summary
As of 2025-04-30, HENNESSY FUNDS TRUST held 110,000.00 shares of WaFd Inc(WAFD), totaling $3.14 Mil. This investment constitutes 5.05% of their stock portfolio, and HENNESSY FUNDS TRUST now holds 0.14% of the outstanding WaFd Inc(WAFD) stock.
The initial trade took place in 2019Q4. And since then Hennessy Small Cap Financial Fund has made 5 purchases of WAFD, at an average price of $29.45, for a total of 173,000.00 shares. In addition, there have been 5 sales at an average price of $30.44 for 63,000.00 shares. Based on historical transaction data and WAFD's current price of $29.74, Hennessy Small Cap Financial Fund's estimated gain on his WAFD holdings is $94,650.00, reflecting a 1.86% gain to date.
Hennessy Small Cap Financial Fund WAFD ($29.74) Holding Chart
Hennessy Small Cap Financial Fund WAFD ($29.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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