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Disclosery

WAFD WAFD INC

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COM (common), issuer CIK 936528

244 managers (250 13F filers) reported a position in WAFD shares at 2024-12-31, 64,744,207 shares in all. 20 filers opened a position and 26 filers sold out during the quarter.

Managers
244
13F filers
250
New
20
Added
89
Reduced
84
Sold out
26
Shares held by filers
64,744,207

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Versant Capital Management, Inc476$15.3K<0.01%+27413F-HRTimeline
LRI Investments, LLC462$14.9K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC408$13.2K0.01%13F-HRTimeline
Wood Tarver Financial Group, LLC379$12K<0.01%13F-HRTimeline
Capital Advisors, Ltd. LLC368$12K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC348$11.3K<0.01%+6413F-HRTimeline
Riverview Trust Co305$9.83K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/250$8.06K<0.01%-5313F-HRTimelineGroup
Quarry LP249$8.03K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC262$8K<0.01%+9213F-HRTimelineGroup
PRIVATE TRUST CO NA238$7.67K<0.01%013F-HRTimeline
UMB Bank, n.a.207$6.67K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WPG Advisers, LLC163$5.25K<0.01%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…145$4.67K<0.01%-413F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB130$4.19K<0.01%+4213F-HRTimeline
Manchester Capital Management LLC101$3.26K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.83$2.68K<0.01%013F-HRTimeline
High Note Wealth, LLC78$2.52K<0.01%new13F-HRTimeline
Hemington Wealth Management73$2K<0.01%+3713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP59$1.9K<0.01%-18213F-HRTimelineGroup
IFP Advisors, Inc26$1.87K<0.01%-1613F-HRTimeline
JFS WEALTH ADVISORS, LLC57$1.84K<0.01%+413F-HRTimeline
ROTHSCHILD INVESTMENT LLC55$1.77K<0.01%-2013F-HRTimeline
Arax Advisory Partners54$1.74K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.51$1.64K<0.01%-413F-HRTimeline
Farther Finance Advisors, LLC49$1.58K<0.01%+3813F-HRTimeline
Prestige Wealth Management Group LLC46$1.48K<0.01%013F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…45$1.45K<0.01%013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT32$1K<0.01%013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…30$967<0.01%new13F-HRTimelineGroup
CVA Family Office, LLC24$774<0.01%013F-HRTimeline
SIGNATUREFD, LLC22$709<0.01%013F-HRTimeline
Avior Wealth Management, LLC20$644<0.01%013F-HRTimeline
SJS Investment Consulting Inc.13$420<0.01%-313F-HRTimeline
DiNuzzo Private Wealth, Inc.13$420<0.01%013F-HRTimeline
WealthTrak Capital Management LLC10$323<0.01%13F-HRTimeline
Parkside Financial Bank & Trust8$258<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC8$258<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7$229<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC6$193<0.01%013F-HRTimelineGroup
Van Hulzen Asset Management, LLC5$162<0.01%new13F-HRTimeline
Global Financial Private Client, LLC5$161<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.2$64<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.