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WAFD — WAFD INC

Reported value held$1.18B
Funds holding (latest)43
SectorFinancials
Funds holding (Q2 2026)33
Institutional value$882.23M · 23.09M sh
New / Add / Cut / Exit3 / 18 / 11 / 1
Top-5 / Top-10 concentration67.5% / 83.4%
Institutional holdings change Accumulating +3.0% (+678.59K sh)
Institutional value change Up +25.8%

As of Q2 2026, 33 SEC-registered investment managers reported holding WAFD (WAFD INC) in their latest 13F filings, with a combined reported value of $882.23M across 23.09M shares. That is +3.0% by share count (+678.59K shares) versus the previous quarter, while reported value moved +25.8%. Ownership is concentrated: the five largest holders account for 67.5% of reported value and the top ten for 83.4%.

Compared with the prior quarter, 3 opened new positions, 18 added to existing stakes, 11 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

WAFD is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 10.77M $413.41M 0.01% Reduce
Vanguard Group history Q4 2025 8.78M $281.19M 0.00% Reduce
Geode Capital Management history Q2 2026 1.99M $76.27M 0.00% Add
Charles Schwab Investment Management history Q2 2026 1.02M $39.18M 0.01% Reduce
Bank of America Corp history Q2 2026 903.18K $34.65M 0.00% Hold
Northern Trust Corp history Q2 2026 831.63K $31.91M 0.00% Add
D. E. Shaw & Co history Q2 2026 790.57K $30.33M 0.02% Add
Goldman Sachs Group history Q2 2026 759.09K $29.13M 0.00% Add
Morgan Stanley history Q2 2026 736.41K $28.26M 0.00% Reduce
Wells Fargo & Co history Q2 2026 690.97K $26.51M 0.00% Reduce
BNY Mellon history Q2 2026 690.35K $26.49M 0.00% Add
Two Sigma Investments history Q2 2026 566.39K $21.73M 0.02% Add
Millennium Management history Q2 2026 556.26K $21.34M 0.01% Add
Principal Global Investors history Q2 2026 510.28K $19.58M 0.01% Add
Invesco Ltd history Q2 2026 400.24K $15.36M 0.00% Add
Wellington Management Group history Q4 2025 333.71K $10.69M 0.00% Add
PSP Investments history Q2 2026 253.85K $9.74M 0.03% Reduce
Arrowstreet Capital history Q2 2026 220.50K $8.46M 0.00% New
UBS Group AG history Q2 2026 211.30K $8.11M 0.00% Reduce
AQR Capital Management history Q2 2026 179.78K $6.85M 0.00% Add

View all 43 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 10.81M 11.89M 12.05M 11.56M 11.23M 11.37M 11.04M 10.77M
Geode Capital Management 1.22M 1.24M 1.23M 1.20M 1.21M 1.26M 1.30M 1.34M 1.39M 1.44M 1.55M 1.60M 1.76M 1.76M 1.99M 1.98M 1.96M 1.94M 1.95M 1.99M
Charles Schwab Investment Management 768.24K 752.11K 887.76K 907.96K 924.86K 930.36K 969.99K 914.26K 956.69K 1.03M 1.11M 1.14M 1.23M 1.22M 1.18M 1.12M 1.11M 1.08M 1.06M 1.02M
Bank of America Corp 265.19K 355.12K 374.62K 374.90K 341.29K 271.73K 282.22K 243.00K 255.73K 366.87K 537.04K 667.50K 635.77K 557.55K 525.25K 562.65K 600.57K 707.13K 905.86K 903.18K
Northern Trust Corp 1.14M 1.09M 1.06M 1.03M 1.02M 1.01M 945.41K 886.23K 884.74K 899.39K 899.74K 887.21K 908.21K 832.43K 875.08K 856.62K 844.09K 773.62K 785.60K 831.63K
D. E. Shaw & Co 216.01K 186.32K 130.93K 82.61K 96.51K 100.32K 8.20K — 71.51K 32.16K 43.48K 94.04K — — — 83.35K 128.08K 357.90K 551.85K 790.57K
Goldman Sachs Group 2.43M 2.38M 2.28M 1.83M 1.87M 1.58M 1.41M 1.09M 851.00K 458.85K 231.26K 275.11K 1.50M 708.50K 317.21K 312.13K 295.16K 448.72K 495.78K 759.09K
Morgan Stanley 746.53K 341.38K 302.38K 449.39K 465.46K 443.15K 635.89K 529.38K 497.87K 593.48K 680.48K 589.06K 885.51K 766.01K 722.29K 598.11K 650.50K 752.79K 778.57K 736.41K
Wells Fargo & Co 496.95K 558.39K 530.76K 305.48K 45.97K 40.84K 56.19K 45.96K 28.41K 27.10K 32.85K 2.39M 1.98M 1.81M 1.64M 1.46M 1.16M 1.00M 764.14K 690.97K
BNY Mellon 995.45K 895.30K 906.33K 870.66K 866.47K 896.35K 862.86K 786.27K 760.42K 713.30K 719.36K 728.62K 707.72K 736.56K 730.12K 709.78K 673.93K 712.30K 675.83K 690.35K
Two Sigma Investments 6.82K — — 26.65K 18.87K 92.36K 8.30K — — — — 40.67K — — 19.80K 41.14K 49.50K 162.69K 551.70K 566.39K
Millennium Management 1.13M 1.04M 614.78K 12.39K 156.14K 110.53K — 57.19K 138.68K 109.84K 76.76K — — 29.45K 13.56K 8.97K 146.58K 69.47K 207.93K 556.26K
Principal Global Investors 778.62K 510.88K 504.65K 534.00K 379.03K 396.31K 532.36K 392.22K 378.04K 376.33K 352.66K 333.25K 428.50K 447.62K 461.59K 397.48K 380.47K 375.49K 504.53K 510.28K
Invesco Ltd 213.35K 276.39K 447.71K 842.76K 845.77K 746.80K 245.55K 391.12K 263.71K 267.46K 304.41K 299.73K 301.65K 493.50K 1.11M 1.01M 916.32K 683.35K 276.04K 400.24K
PSP Investments — — — — — — 115.05K 116.78K 80.00K 134.34K 139.24K 148.68K 172.28K 202.36K 258.60K 273.29K 307.37K 272.71K 271.38K 253.85K
Arrowstreet Capital 1.12M 829.59K 252.75K 428.37K 442.29K 466.89K 668.51K 395.02K 338.06K — — — 361.26K — — 261.83K 161.10K 131.53K — 220.50K
UBS Group AG 100.02K 113.06K 78.83K 87.81K 100.58K 138.58K 147.59K 122.27K 101.72K 147.88K 138.78K 230.82K 147.91K 212.68K 284.55K 413.29K 329.48K 203.55K 542.63K 211.30K
AQR Capital Management 364.47K 383.20K 309.56K 526.62K 771.22K 798.63K 621.08K 7.57K 31.11K 33.80K 35.62K — 6.93K 8.29K 30.79K 39.43K 134.39K 165.14K 164.28K 179.78K
Legal & General Investment Management America 104.32K 101.47K 100.94K 100.30K 96.73K 96.83K 191.15K 191.66K 183.70K 181.60K 187.11K 193.16K 227.96K 225.37K 222.72K 221.59K 207.69K 198.88K 174.48K 171.00K
Franklin Resources — — 12.00K — 6.79K 16.81K 16.66K 31.51K 29.39K 29.39K 21.08K 24.79K 26.46K 11.64K 11.69K 11.65K 16.22K 30.40K 146.09K 152.65K

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