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Disclosery

WAFD WAFD INC

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COM (common), issuer CIK 936528

241 managers (245 13F filers) reported a position in WAFD shares at 2025-03-31, 65,052,370 shares in all. 27 filers opened a position and 32 filers sold out during the quarter.

Managers
241
13F filers
245
New
27
Added
87
Reduced
78
Sold out
32
Shares held by filers
65,052,370

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Smartleaf Asset Management LLC280$7.95K<0.01%-6813F-HRTimeline
MassMutual Private Wealth & Trust, FSB244$6.97K<0.01%+11413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…234$6.69K<0.01%+20413F-HRTimelineGroup
Garde Capital, Inc.233$6.66K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…222$6.34K<0.01%+7713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/208$5.94K<0.01%-4213F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC184$5K<0.01%-7813F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC165$4.72K<0.01%+11013F-HRTimeline
Manchester Capital Management LLC101$2.89K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.83$2.37K<0.01%013F-HRTimeline
Hemington Wealth Management83$2K<0.01%+1013F-HRTimeline
Cornerstone Planning Group LLC67$1.9K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.76$1.88K<0.01%new13F-HRTimelineGroup
High Note Wealth, LLC64$1.83K<0.01%-1413F-HRTimeline
JFS WEALTH ADVISORS, LLC58$1.66K<0.01%+113F-HRTimeline
IFP Advisors, Inc26$1.66K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV55$1.57K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust48$1.37K<0.01%+4013F-HRTimeline
True Wealth Design, LLC48$1.37K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC46$1.31K<0.01%013F-HR/ATimeline
Bare Financial Services, Inc46$1.31K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…45$1.29K<0.01%013F-HRTimelineGroup
Quarry LP38$1.09K<0.01%-21113F-HRTimeline
Covestor Ltd37$1K<0.01%-63113F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT32$1K<0.01%013F-HRTimeline
Stephens Consulting, LLC30$858<0.01%new13F-HRTimeline
WPG Advisers, LLC26$743<0.01%-13713F-HRTimeline
SIGNATUREFD, LLC22$629<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.16$458<0.01%+313F-HRTimeline
Global Financial Private Client, LLC14$400<0.01%+913F-HRTimeline
SJS Investment Consulting Inc.10$286<0.01%-313F-HRTimeline
WealthTrak Capital Management LLC10$286<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7$202<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC7$200<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6$171<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC5$141<0.01%-4413F-HRTimeline
Bay Harbor Wealth Management, LLC4$114<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC2$58<0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.2$57<0.01%013F-HRTimeline
Avion Wealth19$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.